Principal Financial Group
619 hedge funds and large institutions have $9.67B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 182 increasing their positions, 214 reducing their positions, and 53 closing their positions.
108% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 53
31% more call options, than puts
Call options by funds: $16.2M | Put options by funds: $12.3M
24% more capital invested
Capital invested by funds: $7.81B → $9.67B (+$1.87B)
9% more funds holding
Funds holding: 568 → 619 (+51)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.95% less ownership
Funds ownership: 70.62% → 69.67% (-0.95%)
15% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$173M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$116M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$29.4M |
| 4 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$26.3M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$113M |
| 2 |
Bank of New York Mellon
New York
|
-$82.2M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$44.6M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$33.4M |
| 5 |
BlackRock
New York
|
-$30M |
PFG Hedge Fund Activity: Q4 2020 in Review
619 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2020, worth a combined $9.67B — up 24% from $7.81B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new PFG positions and 53 closed out — a net gain of 57 holders — while 182 added to existing stakes and 214 trimmed.
The largest buyer was Credit Suisse, adding an estimated $173M. The largest seller was Arrowstreet Capital, cutting an estimated $113M.
- 619 institutional investors held Principal Financial Group (PFG) as of Q4 2020, up from 568 in Q3 2020.
- Funds reported $9.67B of Principal Financial Group stock for Q4 2020, up 24% quarter-over-quarter.
- 110 funds opened new Principal Financial Group positions in Q4 2020 and 53 closed out, a net change of +57 holders.
- The largest Principal Financial Group buyer in Q4 2020 was Credit Suisse, an estimated $173M added.
- The largest Principal Financial Group seller in Q4 2020 was Arrowstreet Capital, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2020.