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Principal Financial Group

566 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 209 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $20.7M | Put options by funds: $3.75M

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

6% more funds holding

Funds holding: 534566 (+32)

0% more capital invested

Capital invested by funds: $12.8B → $12.8B (+$14.3M)

1.19% less ownership

Funds ownership: 70.69%69.5% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 209

Holders
566
Holders Change
+32
Holders Change %
+5.99%
% of All Funds
14.11%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
209
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
301
Cubist Systematic Strategies
Connecticut
$790K +$481K +7,581 +160%
GCP
302
GSA Capital Partners
United Kingdom
$772K +$764K +12,044 New
WG
303
Winton Group
United Kingdom
$757K -$9.27M -146,111 -93%
SM
304
Sciencast Management
New Jersey
$755K +$747K +11,780 New
QT
305
Quantbot Technologies
New York
$748K +$741K +11,680 New
HIC
306
Holderness Investments Company
North Carolina
$738K -$9.52K -150 -1%
ASN
307
Advisory Services Network
Georgia
$734K +$167K +2,635 +30%
M&T Bank
308
M&T Bank
New York
$722K -$29.5K -465 -4%
GC
309
Gilbert & Cook
Iowa
$700K -$190K -3,003 -22%
SCM
310
Stevens Capital Management
Pennsylvania
$700K +$693K +10,924 New
NB
311
Norinchukin Bank
Japan
$678K +$75.4K +1,189 +13%
CI
312
Cigna Investments
Connecticut
$675K -$46.6K -734 -7%
CAM
313
Carret Asset Management
New York
$673K
AAM
314
American Asset Management
Florida
$666K +$254 +4 +0%
DTL
315
Dynamic Technology Lab
Singapore
$659K +$653K +10,291 New
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$656K -$558K -8,800 -46%
NB
317
Nicolet Bankshares
Wisconsin
$639K -$9.52K -150 -1%
FAN
318
Financial Advisors Network
California
$621K +$36.2K +571 +6%
WMSA
319
Weiss Multi-Strategy Advisers
New York
$619K +$613K +9,665 New
NBC
320
Neuberger Berman Canada
Ontario, Canada
$611K -$115K -1,818 -16%
TFA
321
Transamerica Financial Advisors
Florida
$603K -$288K -4,534 -33%
CANY
322
Caxton Associates (New York)
New York
$596K +$590K +9,300 New
ZCA
323
Zeke Capital Advisors
Pennsylvania
$595K +$167K +2,630 +40%
GH
324
GAM Holding
Switzerland
$582K
IIM
325
Intact Investment Management
Quebec, Canada
$577K -$222K -3,500 -28%

PFG Hedge Fund Activity: Q2 2017 in Review

566 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2017, worth a combined $12.8B — up 0.11% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PFG positions and 31 closed out — a net gain of 35 holders — while 185 added to existing stakes and 209 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $189M. The largest seller was Harris Associates, cutting an estimated $120M.

  • 566 institutional investors held Principal Financial Group (PFG) as of Q2 2017, up from 534 in Q1 2017.
  • Funds reported $12.8B of Principal Financial Group stock for Q2 2017, up 0.11% quarter-over-quarter.
  • 66 funds opened new Principal Financial Group positions in Q2 2017 and 31 closed out, a net change of +35 holders.
  • The largest Principal Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $189M added.
  • The largest Principal Financial Group seller in Q2 2017 was Harris Associates, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2017.