Principal Financial Group
610 hedge funds and large institutions have $11.7B invested in Principal Financial Group in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 51 closing their positions.
340% more call options, than puts
Call options by funds: $41.8M | Put options by funds: $9.49M
55% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 51
16% more capital invested
Capital invested by funds: $10.1B → $11.7B (+$1.58B)
3% more funds holding
Funds holding: 591 → 610 (+19)
1% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 205
0.15% more ownership
Funds ownership: 72.56% → 72.71% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$82M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$73.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$44.1M |
| 4 |
Axa
Paris,
France
|
+$26.2M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$82.4M |
| 2 |
JP Morgan Chase
New York
|
-$51.4M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$50.3M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$48.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
651
Financial Advantage
Columbia,
Maryland
| – | -$5K | -100 | Closed |
|
|
OWD
652
Osborn Williams & Donohoe
Cincinnati,
Ohio
| – | -$5K | -100 | Closed |
|
|
VCM
653
Versant Capital Management
Phoenix,
Arizona
| – | -$3K | -65 | Closed |
|
654
Parallax Volatility Advisers
San Francisco,
California
| – | -$3K | -54 | Closed |
|
|
AA
655
Advisory Alpha
Holland,
Michigan
| – | -$2.79K | -50 | Closed |
|
|
OFW
656
Omnia Family Wealth
Aventura,
Florida
| – | -$2K | -38 | Closed |
|
|
PWM
657
PRW Wealth Management
Quincy,
Massachusetts
| – | -$1K | -28 | Closed |
|
|
JCM
658
Julex Capital Management
Wellesley,
Massachusetts
| – | -$772 | -14 | -50% |
|
|
OSAM
659
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$55 | +1 | New |
|
660
Fidelity International
Hamilton,
Bermuda
| – | +$165 | +3 | +100% |
|
PFG Hedge Fund Activity: Q2 2019 in Review
610 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2019, worth a combined $11.7B — up 16% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new PFG positions and 51 closed out — a net gain of 28 holders — while 208 added to existing stakes and 205 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $82M. The largest seller was BlackRock, cutting an estimated $82.4M.
- 610 institutional investors held Principal Financial Group (PFG) as of Q2 2019, up from 591 in Q1 2019.
- Funds reported $11.7B of Principal Financial Group stock for Q2 2019, up 16% quarter-over-quarter.
- 79 funds opened new Principal Financial Group positions in Q2 2019 and 51 closed out, a net change of +28 holders.
- The largest Principal Financial Group buyer in Q2 2019 was AJO LP, an estimated $82M added.
- The largest Principal Financial Group seller in Q2 2019 was BlackRock, an estimated $82.4M sold.
Based on aggregated 13F filings for Q2 2019.