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Principal Financial Group

780 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 270 increasing their positions, 270 reducing their positions, and 79 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:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 778780 (+2)

0% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 270

8% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.17B)

Holders
780
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
$21.5M
Puts
$8.69M
Net Calls
Net Calls Change

Top Buyers

1 +$50.3M
2 +$48.6M
3 +$40.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$31.7M
5
WP
Woodline Partners
California
+$28.4M

Top Sellers

1 -$103M
2 -$41.3M
3 -$39.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$37.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$2.51M
202
$2.5M
203
$2.45M
204
$2.37M
205
$2.34M
206
$2.32M
207
$2.28M
208
$2.27M
209
$2.27M
210
$2.26M
211
$2.25M
212
$2.24M
213
$2.23M
214
$2.18M
215
$2.14M
216
$2.12M
217
$2.1M
218
$2.09M
219
$2.09M
220
$2.01M
221
$2.01M
222
$2.01M
223
$2M
224
$1.99M
225
$1.97M