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Principal Financial Group

739 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, 244 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: $15.1B → $13.4B (-$1.71B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 94

Holders
739
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
$22.6M
Puts
$14.5M
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$126M
3 +$108M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Goldman Sachs
Goldman Sachs
New York
+$38.5M

Top Sellers

1 -$270M
2 -$153M
3 -$147M
4
Morgan Stanley
Morgan Stanley
New York
-$120M
5
Ameriprise
Ameriprise
Minnesota
-$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.21B
2
$1.59B
3
$1.35B
4
$1.23B
5
$735M
6
$620M
7
$409M
8
$364M
9
$294M
10
$271M
11
$221M
12
$215M
13
$196M
14
$177M
15
$161M
16
$135M
17
$135M
18
$134M
19
$95.2M
20
$90.6M
21
$82.5M
22
$72.2M
23
$58.9M
24
$55.4M
25
$53.1M