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Principal Financial Group

751 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 224 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.42% more ownership

Funds ownership: 70.82%72.24% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 283

Holders
751
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
$14.4M
Puts
$12.7M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$43.6M
3 +$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1 -$263M
2 -$119M
3 -$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.25B
2
$1.49B
3
$1.43B
4
$832M
5
$765M
6
$537M
7
$507M
8
$407M
9
$344M
10
$305M
11
$292M
12
$254M
13
$219M
14
$170M
15
$168M
16
$149M
17
$149M
18
$110M
19
$107M
20
$103M
21
$93.8M
22
$93.2M
23
$88.9M
24
$83.3M
25
$83.1M