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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
TA
26
Teachers Advisors
New York
$64.9M -$15.2M -239,682 -19%
Prudential Financial
27
Prudential Financial
New Jersey
$60M -$787K -12,411 -1%
UBS AM
28
UBS AM
Illinois
$56.9M +$1.14M +18,036 +2%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$56.4M +$3.26M +51,350 +6%
GC
30
Guggenheim Capital
Illinois
$55.9M -$252K -3,973 -0.5%
CS
31
Credit Suisse
Switzerland
$54.8M +$9.67M +152,469 +22%
GT
32
Glenmede Trust
Pennsylvania
$50.6M
PPA
33
Parametric Portfolio Associates
Washington
$50M +$14.3M +224,668 +40%
Deutsche Bank
34
Deutsche Bank
Germany
$47.6M +$317K +4,996 +0.7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$46.2M -$1.3M -20,500 -3%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$45.3M -$4.21M -66,393 -9%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$42.8M +$39.9M +629,604 +1,614%
TCIM
38
TIAA CREF Investment Management
New York
$41.9M -$4.43M -69,898 -10%
JIM
39
Jupiter Investment Management
United Kingdom
$37M +$27.6M +435,064 +306%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$36.9M -$168K -2,643 -0.5%
Invesco
41
Invesco
Georgia
$35.7M -$4.52M -71,217 -11%
ORIO
42
Old Republic International (ORI)
Illinois
$35.6M
JP Morgan Chase
43
JP Morgan Chase
New York
$33.5M -$12M -188,797 -27%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$32.7M -$2.46M -38,827 -7%
Credit Agricole
45
Credit Agricole
France
$32M +$1.34M +21,067 +4%
WCM
46
Wedge Capital Management
North Carolina
$31.9M -$1.29M -20,393 -4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$31.9M +$1.93M +30,486 +7%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$31.8M +$925K +14,586 +3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$31.8M +$71K +1,120 +0.2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$31M +$237K +3,736 +0.8%

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.