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Principal Financial Group

718 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 727718 (-9)

6% less capital invested

Capital invested by funds: $13.2B → $12.4B (-$825M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 280

Holders
718
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
$18M
Puts
$10.1M
Net Calls
Net Calls Change

Top Buyers

1 +$69.5M
2 +$46.6M
3 +$41.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$32.9M
5
GC
Gillson Capital
Illinois
+$23.2M

Top Sellers

1 -$117M
2 -$36.1M
3 -$31.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$30.4M
5
Goldman Sachs
Goldman Sachs
New York
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$8.34M
102
$8.24M
103
$8.13M
104
$8.1M
105
$8.07M
106
$7.93M
107
$7.89M
108
$7.88M
109
$7.81M
110
$7.59M
111
$7.57M
112
$7.55M
113
$7.42M
114
$7.26M
115
$7.19M
116
$6.76M
117
$6.66M
118
$6.65M
119
$6.36M
120
$6.16M
121
$6.14M
122
$6.11M
123
$6.08M
124
$6.05M
125
$5.92M