Principal Financial Group
414 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 148 increasing their positions, 149 reducing their positions, and 45 closing their positions.
129% more call options, than puts
Call options by funds: $7.94M | Put options by funds: $3.47M
0.7% more ownership
Funds ownership: 67.82% → 68.52% (+0.7%)
0% more capital invested
Capital invested by funds: $10.3B → $10.3B (+$20.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 149
4% less funds holding
Funds holding: 431 → 414 (-17)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$74.7M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$67.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$56.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$66.2M |
| 2 |
Bank of New York Mellon
New York
|
-$55.2M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$48.1M |
| 4 |
Millennium Management
New York
|
-$45.4M |
| 5 |
Goldman Sachs
New York
|
-$39.3M |
PFG Hedge Fund Activity: Q1 2015 in Review
414 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2015, worth a combined $10.3B — up 0.2% from $10.3B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of PFG and 35 opened new positions — a net loss of 10 holders — while 149 trimmed existing stakes and 148 added.
The largest buyer was Fidelity Investments, adding an estimated $74.7M. The largest seller was 1832 Asset Management, cutting an estimated $66.2M.
- 414 institutional investors held Principal Financial Group (PFG) as of Q1 2015, down from 431 in Q4 2014.
- Funds reported $10.3B of Principal Financial Group stock for Q1 2015, up 0.2% quarter-over-quarter.
- 35 funds opened new Principal Financial Group positions in Q1 2015 and 45 closed out, a net change of -10 holders.
- The largest Principal Financial Group buyer in Q1 2015 was Fidelity Investments, an estimated $74.7M added.
- The largest Principal Financial Group seller in Q1 2015 was 1832 Asset Management, an estimated $66.2M sold.
Based on aggregated 13F filings for Q1 2015.