Principal Financial Group
475 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 144 reducing their positions, and 41 closing their positions.
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
51% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $9.37M
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
26% more capital invested
Capital invested by funds: $8.01B → $10.1B (+$2.11B)
19% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 144
2% more funds holding
Funds holding: 465 → 475 (+10)
1.8% more ownership
Funds ownership: 67.15% → 68.95% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$91.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$38.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$32.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.9M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$55M |
| 2 |
Millennium Management
New York
|
-$49.6M |
| 3 |
Goldman Sachs
New York
|
-$38.8M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$37.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$22.2M |
PFG Hedge Fund Activity: Q3 2016 in Review
475 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2016, worth a combined $10.1B — up 26% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PFG positions and 41 closed out — a net gain of 15 holders — while 172 added to existing stakes and 144 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $91.7M. The largest seller was Bank of New York Mellon, cutting an estimated $55M.
- 475 institutional investors held Principal Financial Group (PFG) as of Q3 2016, up from 465 in Q2 2016.
- Funds reported $10.1B of Principal Financial Group stock for Q3 2016, up 26% quarter-over-quarter.
- 56 funds opened new Principal Financial Group positions in Q3 2016 and 41 closed out, a net change of +15 holders.
- The largest Principal Financial Group buyer in Q3 2016 was Capital Research Global Investors, an estimated $91.7M added.
- The largest Principal Financial Group seller in Q3 2016 was Bank of New York Mellon, an estimated $55M sold.
Based on aggregated 13F filings for Q3 2016.