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Principal Financial Group

751 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 224 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.42% more ownership

Funds ownership: 70.82%72.24% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 283

Holders
751
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
$14.4M
Puts
$12.7M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$43.6M
3 +$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1 -$263M
2 -$119M
3 -$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$8.88M
102
$8.87M
103
$8.68M
104
$8.45M
105
$8.26M
106
$8.25M
107
$8.23M
108
$8.22M
109
$8.21M
110
$8.13M
111
$7.99M
112
$7.9M
113
$7.7M
114
$7.69M
115
$7.67M
116
$7.6M
117
$7.59M
118
$7.28M
119
$7.2M
120
$6.83M
121
$6.74M
122
$6.44M
123
$6.35M
124
$6.34M
125
$6.12M