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Principal Financial Group

566 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 209 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more call options, than puts

Call options by funds: $20.7M | Put options by funds: $3.75M

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

6% more funds holding

Funds holding: 534566 (+32)

0% more capital invested

Capital invested by funds: $12.8B → $12.8B (+$14.3M)

1.19% less ownership

Funds ownership: 70.69%69.5% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 209

Holders
566
Holders Change
+32
Holders Change %
+5.99%
% of All Funds
14.11%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
209
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$18.4M +$1.8M +28,372 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17M +$1.18M +18,600 +8%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$16.3M +$14.3M +224,900 +750%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$15.7M -$9.92M -156,444 -39%
CM
80
Capital Management
Virginia
$15M -$93.3K -1,471 -0.6%
TAM
81
Todd Asset Management
Kentucky
$14.9M +$14.7M +231,911 New
UBS Group
82
UBS Group
Switzerland
$14.8M +$6.85M +107,956 +87%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$14.8M +$28.1K +443 +0.2%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$14.6M -$2.3M -36,184 -14%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$14.4M -$806K -12,700 -5%
AIM
86
Artemis Investment Management
United Kingdom
$14.3M +$2.34M +36,900 +20%
JIR
87
James Investment Research
Ohio
$13.6M +$1.11M +17,424 +9%
ANI
88
American National Insurance
Texas
$13.2M
Ameriprise
89
Ameriprise
Minnesota
$13.1M -$72.6M -1,144,334 -85%
AG
90
Aperio Group
California
$12.6M +$882K +13,902 +8%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$11.8M -$128K -2,023 -1%
GIM
92
Goelzer Investment Management
Indiana
$11.8M -$81.4K -1,283 -0.7%
EP
93
Elkfork Partners
Oregon
$11.7M +$2.5M +39,338 +27%
PI
94
PGGM Investments
Netherlands
$11.7M -$105K -1,653 -0.9%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$11.6M +$3.99M +62,930 +53%
ACI
96
AMP Capital Investors
Australia
$11.4M +$1.45M +22,908 +15%
3C
97
361 Capital
Colorado
$11.3M +$1.73M +27,251 +18%
Aviva
98
Aviva
United Kingdom
$11.2M -$188K -2,960 -2%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$11.2M -$50.7K -800 -0.4%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$11M -$24.2K -381 -0.2%

PFG Hedge Fund Activity: Q2 2017 in Review

566 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2017, worth a combined $12.8B — up 0.11% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PFG positions and 31 closed out — a net gain of 35 holders — while 185 added to existing stakes and 209 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $189M. The largest seller was Harris Associates, cutting an estimated $120M.

  • 566 institutional investors held Principal Financial Group (PFG) as of Q2 2017, up from 534 in Q1 2017.
  • Funds reported $12.8B of Principal Financial Group stock for Q2 2017, up 0.11% quarter-over-quarter.
  • 66 funds opened new Principal Financial Group positions in Q2 2017 and 31 closed out, a net change of +35 holders.
  • The largest Principal Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $189M added.
  • The largest Principal Financial Group seller in Q2 2017 was Harris Associates, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2017.