Principal Financial Group
559 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 216 increasing their positions, 177 reducing their positions, and 46 closing their positions.
160% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $5.47M
22% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 177
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
1% more capital invested
Capital invested by funds: $12.8B → $13B (+$122M)
0.2% more ownership
Funds ownership: 69.5% → 69.7% (+0.2%)
1% less funds holding
Funds holding: 566 → 559 (-7)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$88M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$38.8M |
| 3 |
Morgan Stanley
New York
|
+$30.7M |
| 4 |
Goldman Sachs
New York
|
+$24.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$111M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$67.7M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$44.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$16M |
PFG Hedge Fund Activity: Q3 2017 in Review
559 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2017, worth a combined $13B — up 0.95% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PFG positions and 46 closed out — a net gain of 1 holder — while 216 added to existing stakes and 177 trimmed.
The largest buyer was BlackRock, adding an estimated $88M. The largest seller was Bank of New York Mellon, cutting an estimated $111M.
- 559 institutional investors held Principal Financial Group (PFG) as of Q3 2017, down from 566 in Q2 2017.
- Funds reported $13B of Principal Financial Group stock for Q3 2017, up 0.95% quarter-over-quarter.
- 47 funds opened new Principal Financial Group positions in Q3 2017 and 46 closed out, a net change of +1 holder.
- The largest Principal Financial Group buyer in Q3 2017 was BlackRock, an estimated $88M added.
- The largest Principal Financial Group seller in Q3 2017 was Bank of New York Mellon, an estimated $111M sold.
Based on aggregated 13F filings for Q3 2017.