Principal Financial Group
569 hedge funds and large institutions have $8.1B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 188 reducing their positions, and 68 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more capital invested
Capital invested by funds: $6.09B → $8.1B (+$2.01B)
13% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 68
1% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 188
1% more funds holding
Funds holding: 564 → 569 (+5)
0.55% more ownership
Funds ownership: 70.7% → 71.25% (+0.55%)
0% less call options, than puts
Call options by funds: $15.6M | Put options by funds: $15.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$48.7M |
| 2 |
Bank of New York Mellon
New York
|
+$36.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$29.2M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$29M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$59.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$48.7M |
| 3 |
JP Morgan Chase
New York
|
-$34.3M |
| 4 |
CI
Conning Inc
Hartford,
Connecticut
|
-$27.9M |
| 5 |
BlackRock
New York
|
-$20.5M |
PFG Hedge Fund Activity: Q2 2020 in Review
569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2020, worth a combined $8.1B — up 33% from $6.09B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new PFG positions and 68 closed out — a net gain of 9 holders — while 190 added to existing stakes and 188 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $48.7M. The largest seller was Capital Research Global Investors, cutting an estimated $59.3M.
- 569 institutional investors held Principal Financial Group (PFG) as of Q2 2020, up from 564 in Q1 2020.
- Funds reported $8.1B of Principal Financial Group stock for Q2 2020, up 33% quarter-over-quarter.
- 77 funds opened new Principal Financial Group positions in Q2 2020 and 68 closed out, a net change of +9 holders.
- The largest Principal Financial Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $48.7M added.
- The largest Principal Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $59.3M sold.
Based on aggregated 13F filings for Q2 2020.