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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
1
$2.23B
2
$1.51B
3
$1.38B
4
$1.04B
5
$770M
6
$694M
7
$424M
8
$296M
9
$294M
10
$292M
11
$205M
12
$202M
13
$202M
14
$178M
15
$159M
16
$152M
17
$150M
18
$133M
19
$97M
20
$91.2M
21
$82.5M
22
$66.6M
23
$57.2M
24
$51.3M
25
$51.2M