Principal Financial Group
465 hedge funds and large institutions have $8.01B invested in Principal Financial Group in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 127 reducing their positions, and 48 closing their positions.
72% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $6.82M
40% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 127
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
2% more funds holding
Funds holding: 456 → 465 (+9)
4% more capital invested
Capital invested by funds: $7.68B → $8.01B (+$329M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.35% less ownership
Funds ownership: 68.5% → 67.15% (-1.4%)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$23.7M |
Top Sellers
PFG Hedge Fund Activity: Q2 2016 in Review
465 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2016, worth a combined $8.01B — up 4.3% from $7.68B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new PFG positions and 48 closed out — a net gain of 15 holders — while 178 added to existing stakes and 127 trimmed.
The largest buyer was Ameriprise, adding an estimated $51.4M. The largest seller was Royal London Asset Management, cutting an estimated $116M.
- 465 institutional investors held Principal Financial Group (PFG) as of Q2 2016, up from 456 in Q1 2016.
- Funds reported $8.01B of Principal Financial Group stock for Q2 2016, up 4.3% quarter-over-quarter.
- 63 funds opened new Principal Financial Group positions in Q2 2016 and 48 closed out, a net change of +15 holders.
- The largest Principal Financial Group buyer in Q2 2016 was Ameriprise, an estimated $51.4M added.
- The largest Principal Financial Group seller in Q2 2016 was Royal London Asset Management, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2016.