Principal Financial Group
539 hedge funds and large institutions have $11.8B invested in Principal Financial Group in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 172 increasing their positions, 161 reducing their positions, and 36 closing their positions.
197% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 36
80% more call options, than puts
Call options by funds: $31.7M | Put options by funds: $17.7M
16% more capital invested
Capital invested by funds: $10.1B → $11.8B (+$1.63B)
13% more funds holding
Funds holding: 475 → 539 (+64)
1.63% more ownership
Funds ownership: 68.95% → 70.58% (+1.6%)
7% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 161
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$408M |
| 2 |
Bank of New York Mellon
New York
|
+$169M |
| 3 |
State Street
Boston,
Massachusetts
|
+$95.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.5M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$408M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$110M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$58.3M |
| 4 |
TA
Teachers Advisors
New York
|
-$42.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$33.3M |
PFG Hedge Fund Activity: Q4 2016 in Review
539 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2016, worth a combined $11.8B — up 16% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new PFG positions and 36 closed out — a net gain of 71 holders — while 172 added to existing stakes and 161 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $408M. The largest seller was Harris Associates, cutting an estimated $408M.
- 539 institutional investors held Principal Financial Group (PFG) as of Q4 2016, up from 475 in Q3 2016.
- Funds reported $11.8B of Principal Financial Group stock for Q4 2016, up 16% quarter-over-quarter.
- 107 funds opened new Principal Financial Group positions in Q4 2016 and 36 closed out, a net change of +71 holders.
- The largest Principal Financial Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $408M added.
- The largest Principal Financial Group seller in Q4 2016 was Harris Associates, an estimated $408M sold.
Based on aggregated 13F filings for Q4 2016.