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Principal Financial Group

559 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 216 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $5.47M

22% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 177

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

1% more capital invested

Capital invested by funds: $12.8B → $13B (+$122M)

0.2% more ownership

Funds ownership: 69.5%69.7% (+0.2%)

1% less funds holding

Funds holding: 566559 (-7)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
559
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.94%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
47
Increased
216
Reduced
177
Closed
46
Calls
$14.2M
Puts
$5.47M
Net Calls
+$8.76M
Net Calls Change
-$8.17M
Name Holding Trade Value Shares
Change
Change in
Stake
3C
151
361 Capital
Colorado
$5.29M -$6.07M -94,398 -53%
BCP
152
Blue Chip Partners
Michigan
$5.25M +$465K +7,227 +10%
SOMRS
153
State of Michigan Retirement System
Michigan
$5.25M -$418K -6,500 -7%
AIM
154
Achmea Investment Management
Netherlands
$5.2M +$778K +12,097 +18%
LG
155
Leuthold Group
Minnesota
$5.13M -$110K -1,708 -2%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$5.01M +$19.4K +302 +0.4%
AAM
157
Advisors Asset Management
Colorado
$4.96M -$327K -5,077 -6%
Nomura Asset Management
158
Nomura Asset Management
Japan
$4.91M -$331K -5,151 -6%
XK
159
Xact Kapitalforvaltning
Sweden
$4.9M +$29.4K +457 +0.6%
VRS
160
Virginia Retirement Systems
Virginia
$4.81M +$4.8M +74,700 New
TPSF
161
Texas Permanent School Fund
Texas
$4.79M -$54K -839 -1%
OTPPB
162
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.76M +$2.51M +38,968 +111%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$4.67M -$6.41M -99,595 -58%
US Bancorp
164
US Bancorp
Minnesota
$4.64M +$126K +1,961 +3%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$4.61M -$10.1M -156,740 -69%
TCM
166
Twin Capital Management
Pennsylvania
$4.6M +$31.8K +495 +0.7%
MAM
167
Martingale Asset Management
Massachusetts
$4.5M +$3.97M +61,747 +756%
FAF
168
Fjarde Ap-fonden
Sweden
$4.46M -$211K -3,284 -5%
MCIM
169
Meadow Creek Investment Management
Georgia
$4.44M -$3.19M -49,610 -42%
SEI Investments
170
SEI Investments
Pennsylvania
$4.41M +$704K +10,940 +19%
AQR Capital Management
171
AQR Capital Management
Connecticut
$4.31M +$110K +1,703 +3%
ZIG
172
Zurich Insurance Group
Switzerland
$4.25M -$122K -1,899 -3%
Comerica Bank
173
Comerica Bank
Texas
$4.25M +$29.5K +459 +0.7%
EVM
174
Eaton Vance Management
Massachusetts
$4.2M
AIM
175
Assured Investment Management
New York
$4.08M +$3.18M +49,439 +356%

PFG Hedge Fund Activity: Q3 2017 in Review

559 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2017, worth a combined $13B — up 0.95% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PFG positions and 46 closed out — a net gain of 1 holder — while 216 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $88M. The largest seller was Bank of New York Mellon, cutting an estimated $111M.

  • 559 institutional investors held Principal Financial Group (PFG) as of Q3 2017, down from 566 in Q2 2017.
  • Funds reported $13B of Principal Financial Group stock for Q3 2017, up 0.95% quarter-over-quarter.
  • 47 funds opened new Principal Financial Group positions in Q3 2017 and 46 closed out, a net change of +1 holder.
  • The largest Principal Financial Group buyer in Q3 2017 was BlackRock, an estimated $88M added.
  • The largest Principal Financial Group seller in Q3 2017 was Bank of New York Mellon, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2017.