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Principal Financial Group

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: 559631 (+72)

13% more funds holding in top 10

Funds holding in top 10: 89 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
76
North Star Asset Management
Wisconsin
$21.5M -$533K -7,740 -2%
UB
77
UMB Bank
Missouri
$21M -$30.8K -447 -0.2%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.9M -$1.61M -23,421 -8%
Citigroup
79
Citigroup
New York
$18.8M +$2.02M +29,272 +12%
AIM
80
Artemis Investment Management
United Kingdom
$18.7M +$406K +5,900 +2%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$18.4M +$527K +7,644 +3%
FQ
82
First Quadrant
California
$18M +$11M +160,215 +168%
GIA
83
Gateway Investment Advisers
Ohio
$17.9M -$2.31M -33,517 -12%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$17.9M +$3.13M +45,470 +22%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$17.4M +$15M +217,263 +724%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$17M +$8.53M +123,874 +106%
DA
87
Denali Advisors
California
$16.8M +$5.95M +86,383 +57%
Canada Life
88
Canada Life
Manitoba, Canada
$16.8M +$83.6K +1,213 +0.5%
CM
89
Capital Management
Virginia
$16.8M +$20.9K +303 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.8M +$930K +13,500 +6%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$16.7M -$7.91M -114,800 -33%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$16.4M -$131K -1,903 -0.8%
BCIM
93
British Columbia Investment Management
British Columbia, Canada
$16M -$1.37M -19,871 -8%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$15.8M -$165K -2,400 -1%
PI
95
PineBridge Investments
New York
$15.5M -$1.96M -28,483 -11%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$14.6M +$290K +4,213 +2%
AG
97
Aperio Group
California
$14.4M +$133K +1,933 +1%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$14.4M -$226K -3,283 -2%
ANI
99
American National Insurance
Texas
$14M
DGHMC
100
Dalton, Greiner, Hartman, Maher & Co
New York
$13.1M +$12.7M +185,027 New

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.