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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
Caisse de Depot et Placement du Quebec (CDPQ)
326
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$572K -$63.4K -1,000 -10%
DIA
327
Dean Investment Associates
Ohio
$571K -$451K -7,116 -44%
II
328
IFM Investors
Australia
$561K +$123K +1,936 +28%
GP
329
Girard Partners
Pennsylvania
$555K +$102K +1,601 +23%
HB
330
Homrich & Berg
Georgia
$552K +$546K +8,614 New
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$550K +$104K +1,635 +24%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$547K +$16.9K +266 +3%
VKH
333
Virtu KCG Holdings
New York
$546K +$25.7K +405 +5%
Envestnet Asset Management
334
Envestnet Asset Management
Illinois
$545K +$1.52K +24 +0.3%
Verition Fund Management
335
Verition Fund Management
Connecticut
$539K +$534K +8,418 New
FBFS
336
First Business Financial Services
Wisconsin
$527K
MAM
337
Martingale Asset Management
Massachusetts
$524K +$518K +8,164 New
Arrowstreet Capital
338
Arrowstreet Capital
Massachusetts
$519K +$514K +8,100 New
IAM
339
Integre Asset Management
New York
$518K
CIA
340
Capital Investment Advisors
Georgia
$507K -$18.2K -287 -4%
W
341
Wealthfront
California
$507K +$52.1K +821 +12%
BF
342
BOK Financial
Oklahoma
$506K -$44.5K -702 -8%
AIA
343
Allegis Investment Advisors
Idaho
$505K +$500K +7,887 New
CL
344
Choreo LLC
Illinois
$500K -$12.6K -199 -2%
SGI
345
Summit Global Investments
Utah
$495K -$427K -6,728 -47%
VIM
346
Veritas Investment Management
United Kingdom
$492K
MAM
347
Meeder Asset Management
Ohio
$491K -$2.78M -43,848 -85%
OAM
348
Oppenheimer Asset Management
New York
$485K -$78.9K -1,244 -14%
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
$474K -$9.47M -149,276 -95%
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$470K +$7.11K +112 +2%

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.