Principal Financial Group
456 hedge funds and large institutions have $7.68B invested in Principal Financial Group in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 55 closing their positions.
92% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $6.75M
26% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 147
0.48% more ownership
Funds ownership: 68.03% → 68.5% (+0.48%)
4% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 55
1% less funds holding
Funds holding: 461 → 456 (-5)
14% less capital invested
Capital invested by funds: $8.94B → $7.68B (-$1.26B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$106M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$84.4M |
| 3 |
Millennium Management
New York
|
+$45.6M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$32.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$106M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$105M |
| 3 |
Goldman Sachs
New York
|
-$72.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$38.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$35.7M |
PFG Hedge Fund Activity: Q1 2016 in Review
456 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2016, worth a combined $7.68B — down 14% from $8.94B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of PFG and 53 opened new positions — a net loss of 2 holders — while 147 trimmed existing stakes and 185 added.
The largest buyer was Royal London Asset Management, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $106M.
- 456 institutional investors held Principal Financial Group (PFG) as of Q1 2016, down from 461 in Q4 2015.
- Funds reported $7.68B of Principal Financial Group stock for Q1 2016, down 14% quarter-over-quarter.
- 53 funds opened new Principal Financial Group positions in Q1 2016 and 55 closed out, a net change of -2 holders.
- The largest Principal Financial Group buyer in Q1 2016 was Royal London Asset Management, an estimated $106M added.
- The largest Principal Financial Group seller in Q1 2016 was Wellington Management Group, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2016.