Principal Financial Group
PFG
PFG
740 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, 245 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: $15.2B → $13.4B (-$1.72B)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 94
Holders
740
Holding in Top 10
3
Calls
$22.6M
Puts
$14.5M
Top Buyers
| 1 | +$153M | |
| 2 | +$126M | |
| 3 | +$108M | |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$46.5M |
| 5 |
Goldman Sachs
New York
|
+$38.5M |
Top Sellers
| 1 | -$270M | |
| 2 | -$153M | |
| 3 | -$147M | |
| 4 |
Morgan Stanley
New York
|
-$120M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.5M |