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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
201
$2.24M
202
$2.17M
203
$2.17M
204
$2.16M
205
$2.13M
206
$2.11M
207
$2.08M
208
$2.08M
209
$2.03M
210
$1.99M
211
$1.99M
212
$1.95M
213
$1.91M
214
$1.87M
215
$1.84M
216
$1.82M
217
$1.8M
218
$1.79M
219
$1.78M
220
$1.77M
221
$1.73M
222
$1.71M
223
$1.69M
224
$1.64M
225
$1.63M