Principal Financial Group
441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 36 closing their positions.
217% more call options, than puts
Call options by funds: $17.8M | Put options by funds: $5.61M
34% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 135
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
1% more funds holding
Funds holding: 436 → 441 (+5)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.37% less ownership
Funds ownership: 68.14% → 67.77% (-0.37%)
8% less capital invested
Capital invested by funds: $10.3B → $9.44B (-$839M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.7M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$27.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$76.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$54.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$48.8M |
| 4 |
JP Morgan Chase
New York
|
-$39.4M |
| 5 |
Two Sigma Investments
New York
|
-$39.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
476
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -120 | Closed |
|
477
Simplex Trading
Chicago,
Illinois
| – | -$4K | -97 | Closed |
|
|
SEC
478
Seven Eight Capital
New York
| – | -$2K | -46 | Closed |
|
PFG Hedge Fund Activity: Q3 2015 in Review
441 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2015, worth a combined $9.44B — down 8.2% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PFG positions and 36 closed out — a net gain of 7 holders — while 181 added to existing stakes and 135 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $80.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $76.9M sold.
- 441 institutional investors held Principal Financial Group (PFG) as of Q3 2015, up from 436 in Q2 2015.
- Funds reported $9.44B of Principal Financial Group stock for Q3 2015, down 8.2% quarter-over-quarter.
- 43 funds opened new Principal Financial Group positions in Q3 2015 and 36 closed out, a net change of +7 holders.
- The largest Principal Financial Group buyer in Q3 2015 was Wellington Management Group, an estimated $80.7M added.
- The largest Principal Financial Group seller in Q3 2015 was Citadel Advisors, an estimated $76.9M sold.
Based on aggregated 13F filings for Q3 2015.