Principal Financial Group
631 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 212 increasing their positions, 196 reducing their positions, and 36 closing their positions.
211% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 36
73% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $5.95M
13% more funds holding
Funds holding: 559 → 631 (+72)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more capital invested
Capital invested by funds: $13B → $14.4B (+$1.44B)
8% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 196
0.99% more ownership
Funds ownership: 69.7% → 70.69% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$76.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$57.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.5M |
| 5 |
Millennium Management
New York
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.2M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$64.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$38.6M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$31.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$26.6M |
PFG Hedge Fund Activity: Q4 2017 in Review
631 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2017, worth a combined $14.4B — up 11% from $13B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new PFG positions and 36 closed out — a net gain of 76 holders — while 212 added to existing stakes and 196 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $76.3M. The largest seller was Wellington Management Group, cutting an estimated $67.2M.
- 631 institutional investors held Principal Financial Group (PFG) as of Q4 2017, up from 559 in Q3 2017.
- Funds reported $14.4B of Principal Financial Group stock for Q4 2017, up 11% quarter-over-quarter.
- 112 funds opened new Principal Financial Group positions in Q4 2017 and 36 closed out, a net change of +76 holders.
- The largest Principal Financial Group buyer in Q4 2017 was Capital Research Global Investors, an estimated $76.3M added.
- The largest Principal Financial Group seller in Q4 2017 was Wellington Management Group, an estimated $67.2M sold.
Based on aggregated 13F filings for Q4 2017.