Principal Financial Group
390 hedge funds and large institutions have $8.74B invested in Principal Financial Group in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 144 reducing their positions, and 36 closing their positions.
31% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 36
30% more call options, than puts
Call options by funds: $9.11M | Put options by funds: $7.03M
1% more funds holding
Funds holding: 386 → 390 (+4)
1.04% less ownership
Funds ownership: 65.45% → 64.41% (-1%)
8% less capital invested
Capital invested by funds: $9.49B → $8.74B (-$745M)
11% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 144
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$128M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$43.2M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$31.4M |
| 4 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
+$30.5M |
| 5 |
WCM
Winton Capital Management
London,
United Kingdom
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$79.3M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$58.5M |
| 3 |
Axa
Paris,
France
|
-$49.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$43.2M |
| 5 |
State Street
Boston,
Massachusetts
|
-$30.6M |
PFG Hedge Fund Activity: Q1 2014 in Review
390 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2014, worth a combined $8.74B — down 7.8% from $9.49B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PFG positions and 36 closed out — a net gain of 11 holders — while 128 added to existing stakes and 144 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $128M. The largest seller was UBS AM, cutting an estimated $79.3M.
- 390 institutional investors held Principal Financial Group (PFG) as of Q1 2014, up from 386 in Q4 2013.
- Funds reported $8.74B of Principal Financial Group stock for Q1 2014, down 7.8% quarter-over-quarter.
- 47 funds opened new Principal Financial Group positions in Q1 2014 and 36 closed out, a net change of +11 holders.
- The largest Principal Financial Group buyer in Q1 2014 was Citadel Advisors, an estimated $128M added.
- The largest Principal Financial Group seller in Q1 2014 was UBS AM, an estimated $79.3M sold.
Based on aggregated 13F filings for Q1 2014.