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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
LCM
151
Laurion Capital Management
New York
$5.47M +$5.05M +79,600 +1,372%
AAM
152
Aberdeen Asset Management
United Kingdom
$5.29M +$718K +11,315 +16%
AAM
153
Advisors Asset Management
Colorado
$5.26M -$412K -6,500 -7%
LG
154
Leuthold Group
Minnesota
$5.22M -$174K -2,743 -3%
Nomura Asset Management
155
Nomura Asset Management
Japan
$5.22M -$929K -14,647 -15%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$4.97M -$292K -4,600 -6%
AAF
157
Andra AP-fonden
Sweden
$4.93M -$457K -7,200 -9%
XK
158
Xact Kapitalforvaltning
Sweden
$4.85M +$669K +10,549 +16%
TPSF
159
Texas Permanent School Fund
Texas
$4.83M -$178K -2,803 -4%
BCP
160
Blue Chip Partners
Michigan
$4.77M +$450K +7,087 +11%
FAF
161
Fjarde Ap-fonden
Sweden
$4.66M +$715K +11,272 +18%
TCM
162
Twin Capital Management
Pennsylvania
$4.55M -$209K -3,300 -4%
US Bancorp
163
US Bancorp
Minnesota
$4.49M -$29.4K -464 -0.7%
AIM
164
Achmea Investment Management
Netherlands
$4.41M -$12.1K -191 -0.3%
ZIG
165
Zurich Insurance Group
Switzerland
$4.36M -$702K -11,062 -14%
Comerica Bank
166
Comerica Bank
Texas
$4.21M -$145K -2,278 -3%
AQR Capital Management
167
AQR Capital Management
Connecticut
$4.18M +$308K +4,849 +8%
EVM
168
Eaton Vance Management
Massachusetts
$4.18M
MGIA
169
Moneta Group Investment Advisors
Missouri
$4.12M +$183K +2,880 +5%
SG Americas Securities
170
SG Americas Securities
New York
$4.12M +$813K +12,814 +25%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$4.08M -$204K -3,218 -5%
HIMCH
172
Hartford Investment Management Co (HIMCO)
Connecticut
$3.97M -$237K -3,729 -6%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$3.94M +$474K +7,465 +14%
I
174
IberiaBank
Louisiana
$3.92M -$15.7K -248 -0.4%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$3.89M -$46.6K -735 -1%

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.