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Principal Financial Group
PFG

631 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 212 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 36

73% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $5.95M

13% more funds holding

Funds holding: 559 → 631 (+72)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.44B)

8% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 196

0.99% more ownership

Funds ownership: 69.7% → 70.69% (+0.99%)

Holders
631
Holders Change
+72
Holders Change %
+12.88%
% of All Funds
14.31%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
212
Reduced
196
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$76.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58.5M
3
American Century Companies
American Century Companies
Missouri
+$57.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.5M
5
Millennium Management
Millennium Management
New York
+$41.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$64.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$38.6M
4
Credit Agricole
Credit Agricole
France
-$31.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$34.4M +$1.13M +16,389 +3%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$33.5M +$286K +4,152 +0.9%
NIPH
53
NN Investment Partners Holdings
Netherlands
$33.4M +$1.73M +25,154 +6%
FWCM
54
Ferguson Wellman Capital Management
Oregon
$33.2M +$34.1K +495 +0.1%
WCM
55
Wedge Capital Management
North Carolina
$33.2M -$2.14M -31,079 -6%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$32.3M -$1.76M -25,576 -5%
ORIO
57
Old Republic International (ORI)
Illinois
$31.9M – – –
AllianceBernstein
58
AllianceBernstein
Tennessee
$31.9M -$603K -8,756 -2%
Asset Management One
59
Asset Management One
Japan
$31.1M -$184K -2,668 -0.6%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$29.6M +$477K +6,927 +2%
JP Morgan Chase
61
JP Morgan Chase
New York
$29.1M +$4.77M +69,279 +20%
LSV Asset Management
62
LSV Asset Management
Illinois
$28.9M -$1.69M -24,500 -6%
CI
63
Conning Inc
Connecticut
$28.7M -$1.73M -25,104 -6%
UBS Group
64
UBS Group
Switzerland
$28M +$10M +145,129 +58%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$27.1M +$302K +4,385 +1%
ACM
66
Argent Capital Management
Missouri
$27M +$11.7K +170 +0%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$26.5M -$503K -7,300 -2%
PAM
68
Panagora Asset Management
Massachusetts
$25.5M +$21.8M +316,498 +696%
CCMH
69
Cornerstone Capital Management Holdings
New York
$24.4M +$17.6M +256,182 +284%
KBC Group
70
KBC Group
Belgium
$24.3M -$4.87M -70,669 -17%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$23.7M -$2.47M -35,800 -10%
CM
72
Churchill Management
California
$23.6M -$396K -5,754 -2%
Barclays
73
Barclays
United Kingdom
$23M +$6.97M +101,198 +45%
National Pension Service
74
National Pension Service
South Korea
$22.6M +$515K +7,471 +2%
First Trust Advisors
75
First Trust Advisors
Illinois
$21.8M +$3.2M +46,484 +18%
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PFG Hedge Fund Activity: Q4 2017 in Review

631 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2017, worth a combined $14.4B — up 11% from $13B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new PFG positions and 36 closed out — a net gain of 76 holders — while 212 added to existing stakes and 196 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $76.3M. The largest seller was Wellington Management Group, cutting an estimated $67.2M.

  • 631 institutional investors held Principal Financial Group (PFG) as of Q4 2017, up from 559 in Q3 2017.
  • Funds reported $14.4B of Principal Financial Group stock for Q4 2017, up 11% quarter-over-quarter.
  • 112 funds opened new Principal Financial Group positions in Q4 2017 and 36 closed out, a net change of +76 holders.
  • The largest Principal Financial Group buyer in Q4 2017 was Capital Research Global Investors, an estimated $76.3M added.
  • The largest Principal Financial Group seller in Q4 2017 was Wellington Management Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2017.