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Principal Financial Group
PFG

465 hedge funds and large institutions have $8.01B invested in Principal Financial Group in 2016 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 127 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $6.82M

40% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 127

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

2% more funds holding

Funds holding: 456 → 465 (+9)

4% more capital invested

Capital invested by funds: $7.68B → $8.01B (+$329M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.35% less ownership

Funds ownership: 68.5% → 67.15% (-1.4%)

Holders
465
Holders Change
+9
Holders Change %
+1.97%
% of All Funds
12.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
63
Increased
178
Reduced
127
Closed
48
Calls
$11.7M
Puts
$6.82M
Net Calls
+$4.89M
Net Calls Change
-$1.31M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$51.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$26.4M
5
Norges Bank
Norges Bank
Norway
+$23.7M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$116M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.9M
3
Bank of America
Bank of America
North Carolina
-$40.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$32.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
501
FDO Partners
Massachusetts
– -$253K -6,420 Closed
CCM
502
CrestPoint Capital Management
Missouri
– -$221K -5,600 Closed
PAM
503
PartnerRe Asset Management
Connecticut
– -$72K -1,837 Closed
PHK
504
Point72 Hong Kong
Hong Kong
– -$51K -1,300 Closed
IC
505
IKOS CIF
Cyprus
– -$36K -900 Closed
DLHL
506
Donald L. Hagan LLC
Florida
– -$23K -572 Closed
VIA
507
Vantage Investment Advisors
Pennsylvania
– -$16K -395 Closed
PG
508
PEAK6 Group
Illinois
– -$13.8K -327 Closed
WT
509
Whittier Trust
California
– -$12K -300 Closed
MFT
510
Moisand Fitzgerald Tamayo
Florida
– -$8K -210 Closed
SJIM
511
St. Johns Investment Management
Florida
– -$6K -145 Closed
FAM
512
Formidable Asset Management
Ohio
– -$1K -40 Closed
17 18 19 20
21

PFG Hedge Fund Activity: Q2 2016 in Review

465 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2016, worth a combined $8.01B — up 4.3% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PFG positions and 48 closed out — a net gain of 15 holders — while 178 added to existing stakes and 127 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.4M. The largest seller was Royal London Asset Management, cutting an estimated $116M.

  • 465 institutional investors held Principal Financial Group (PFG) as of Q2 2016, up from 456 in Q1 2016.
  • Funds reported $8.01B of Principal Financial Group stock for Q2 2016, up 4.3% quarter-over-quarter.
  • 63 funds opened new Principal Financial Group positions in Q2 2016 and 48 closed out, a net change of +15 holders.
  • The largest Principal Financial Group buyer in Q2 2016 was Ameriprise, an estimated $51.4M added.
  • The largest Principal Financial Group seller in Q2 2016 was Royal London Asset Management, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2016.