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Principal Financial Group

727 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 225 increasing their positions, 293 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: $

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

11% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 65

23% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 293

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$10.6M
Net Calls
Net Calls Change

Top Sellers

1 -$280M
2 -$218M
3 -$170M
4
BlackRock
BlackRock
New York
-$116M
5
CS
Credit Suisse
Switzerland
-$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$6.37M
127
$6.35M
128
$6.35M
129
$6.16M
130
$6.01M
131
$5.85M
132
$5.84M
133
$5.72M
134
$5.5M
135
$5.41M
136
$5.3M
137
$5.2M
138
$5.19M
139
$5.09M
140
$5.03M
141
$5.01M
142
$4.96M
143
$4.87M
144
$4.79M
145
$4.74M
146
$4.73M
147
$4.71M
148
$4.65M
149
$4.57M
150
$4.54M