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Principal Financial Group

739 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 278 increasing their positions, 244 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $15.1B → $13.4B (-$1.71B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 94

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.6M
Puts
$14.5M
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$126M
3 +$108M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$38.5M

Top Sellers

1 -$270M
2 -$153M
3 -$147M
4
Morgan Stanley
Morgan Stanley
New York
-$120M
5
Ameriprise
Ameriprise
Minnesota
-$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$9.56M
102
$9.07M
103
$9.02M
104
$8.93M
105
$8.82M
106
$8.79M
107
$8.45M
108
$8.3M
109
$8.19M
110
$8.13M
111
$8.12M
112
$7.93M
113
$7.86M
114
$7.84M
115
$7.81M
116
$7.72M
117
$7.48M
118
$7.46M
119
$7.17M
120
$7.13M
121
$6.82M
122
$6.74M
123
$6.68M
124
$6.58M
125
$6.5M