Principal Financial Group
621 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 221 reducing their positions, and 35 closing their positions.
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
1% more funds holding
Funds holding: 613 → 621 (+8)
2% more capital invested
Capital invested by funds: $12.2B → $12.5B (+$241M)
0.88% more ownership
Funds ownership: 71.31% → 72.19% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 221
39% less call options, than puts
Call options by funds: $20.9M | Put options by funds: $34.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$119M |
| 2 |
Bank of New York Mellon
New York
|
+$57.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$55M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$39.1M |
| 5 |
Goldman Sachs
New York
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$50.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.9M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$38.7M |
| 4 |
Millennium Management
New York
|
-$27.7M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$25.7M |
PFG Hedge Fund Activity: Q3 2021 in Review
621 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2021, worth a combined $12.5B — up 2% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PFG positions and 35 closed out — a net gain of 15 holders — while 206 added to existing stakes and 221 trimmed.
The largest buyer was Barclays, adding an estimated $119M. The largest seller was Wells Fargo, cutting an estimated $50.4M.
- 621 institutional investors held Principal Financial Group (PFG) as of Q3 2021, up from 613 in Q2 2021.
- Funds reported $12.5B of Principal Financial Group stock for Q3 2021, up 2% quarter-over-quarter.
- 50 funds opened new Principal Financial Group positions in Q3 2021 and 35 closed out, a net change of +15 holders.
- The largest Principal Financial Group buyer in Q3 2021 was Barclays, an estimated $119M added.
- The largest Principal Financial Group seller in Q3 2021 was Wells Fargo, an estimated $50.4M sold.
Based on aggregated 13F filings for Q3 2021.