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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
QI
126
QS Investors
New York
$7.38M +$59.6K +940 +0.8%
PIA
127
Piedmont Investment Advisors
North Carolina
$7.38M +$838K +13,205 +13%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$7.31M -$560K -8,835 -7%
OAM
129
Oxford Asset Management
United Kingdom
$7.04M +$6.97M +109,806 New
TAM
130
Tealwood Asset Management
Minnesota
$7.03M -$2.59M -40,891 -27%
DIA
131
Davidson Investment Advisors
Montana
$6.88M -$367K -5,784 -5%
Victory Capital Management
132
Victory Capital Management
Texas
$6.82M +$849K +13,389 +14%
ANTB
133
AMG National Trust Bank
Colorado
$6.59M +$1.1M +17,278 +20%
APG Asset Management
134
APG Asset Management
Netherlands
$6.39M -$4M -63,000 -39%
AP
135
AHL Partners
United Kingdom
$6.39M -$5.44M -85,767 -46%
ISB
136
Iowa State Bank
Iowa
$6.18M -$193K -3,042 -3%
RCM
137
Riverhead Capital Management
Delaware
$6.12M +$1.3M +20,556 +27%
DWT
138
Dorsey & Whitney Trust
South Dakota
$6.11M -$290K -4,575 -5%
ProShare Advisors
139
ProShare Advisors
Maryland
$6.07M +$18.6K +294 +0.3%
ERSOT
140
Employees Retirement System of Texas
Texas
$6.02M
DILIC
141
Dai-ichi Life Insurance Company
Japan
$5.86M +$4.55M +71,800 +367%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$5.83M +$1.18M +18,637 +26%
Canada Pension Plan Investment Board
143
Canada Pension Plan Investment Board
Ontario, Canada
$5.83M +$3.65M +57,500 +172%
HA
144
Heartland Advisors
Wisconsin
$5.79M -$3.02M -47,646 -35%
ASRS
145
Arizona State Retirement System
Arizona
$5.7M -$76.1K -1,200 -1%
Citadel Advisors
146
Citadel Advisors
Florida
$5.65M +$5.59M +88,162 New
SOMRS
147
State of Michigan Retirement System
Michigan
$5.64M +$19K +300 +0.3%
GIBU
148
Gulf International Bank (UK)
United Kingdom
$5.56M +$6.28K +99 +0.1%
USAA
149
United Services Automobile Association
Texas
$5.53M
FCM
150
Flinton Capital Management
Pennsylvania
$5.53M +$1.17M +18,512 +27%

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.