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Principal Financial Group
PFG

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: 559 → 631 (+72)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$76.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58.5M
3
American Century Companies
American Century Companies
Missouri
+$57.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.5M
5
Millennium Management
Millennium Management
New York
+$41.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$64.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$38.6M
4
Credit Agricole
Credit Agricole
France
-$31.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
151
Blue Chip Partners
Michigan
$6.02M +$254K +3,689 +5%
MIM
152
MetLife Investment Management
New Jersey
$5.86M +$5.72M +83,089 New
FAF
153
Fjarde Ap-fonden
Sweden
$5.7M +$785K +11,389 +16%
XK
154
Xact Kapitalforvaltning
Sweden
$5.62M +$245K +3,554 +5%
SOMRS
155
State of Michigan Retirement System
Michigan
$5.55M -$200K -2,900 -4%
LG
156
Leuthold Group
Minnesota
$5.52M -$112K -1,619 -2%
Nomura Asset Management
157
Nomura Asset Management
Japan
$5.33M -$49.6K -720 -0.9%
VRS
158
Virginia Retirement Systems
Virginia
$5.26M -$6.89K -100 -0.1%
Voloridge Investment Management
159
Voloridge Investment Management
Florida
$5.26M +$5.14M +74,594 New
AAF
160
Andra AP-fonden
Sweden
$5.24M -$634K -9,200 -11%
APG Asset Management
161
APG Asset Management
Netherlands
$5.22M +$117K +1,700 +2%
TPSF
162
Texas Permanent School Fund
Texas
$5.17M -$80.2K -1,164 -2%
ANTB
163
AMG National Trust Bank
Colorado
$5M -$1.48M -21,489 -23%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$4.9M -$7.59M -110,218 -61%
PP
165
Palladium Partners
Virginia
$4.86M +$4.75M +68,900 New
BFG
166
Beacon Financial Group
Texas
$4.86M -$4.26M -61,886 -47%
AP
167
AHL Partners
United Kingdom
$4.83M +$4.01M +58,247 +575%
Comerica Bank
168
Comerica Bank
Texas
$4.82M +$82.3K +1,195 +2%
ZIG
169
Zurich Insurance Group
Switzerland
$4.72M +$56.1K +815 +1%
SEI Investments
170
SEI Investments
Pennsylvania
$4.71M -$123K -1,779 -3%
EVM
171
Eaton Vance Management
Massachusetts
$4.6M – – –
US Bancorp
172
US Bancorp
Minnesota
$4.48M -$588K -8,528 -12%
MOACM
173
Mutual of America Capital Management
New York
$4.36M -$65K -943 -2%
TCM
174
Twin Capital Management
Pennsylvania
$4.33M -$699K -10,145 -14%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$4.28M +$28K +406 +0.7%
5 6
7
8 9

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.