Principal Financial Group
PFG
564 hedge funds and large institutions have $6.09B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 185 increasing their positions, 198 reducing their positions, and 112 closing their positions.
113% more call options, than puts
Call options by funds: $8.61M | Put options by funds: $4.04M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 198
1.84% less ownership
Funds ownership: 72.54% → 70.7% (-1.8%)
8% less funds holding
Funds holding: 612 → 564 (-48)
39% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 112
45% less capital invested
Capital invested by funds: $11.1B → $6.09B (-$4.99B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$76.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.9M |
| 3 |
Squarepoint
New York
|
+$21.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$19.6M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$170M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$99.9M |
| 3 |
Bank of New York Mellon
New York
|
-$46.6M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
-$38.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$32.8M |
PFG Hedge Fund Activity: Q1 2020 in Review
564 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2020, worth a combined $6.09B — down 45% from $11.1B a quarter earlier.
Sellers outnumbered buyers: 112 funds closed out of PFG and 68 opened new positions — a net loss of 44 holders — while 198 trimmed existing stakes and 185 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $76.5M. The largest seller was Wellington Management Group, cutting an estimated $170M.
- 564 institutional investors held Principal Financial Group (PFG) as of Q1 2020, down from 612 in Q4 2019.
- Funds reported $6.09B of Principal Financial Group stock for Q1 2020, down 45% quarter-over-quarter.
- 68 funds opened new Principal Financial Group positions in Q1 2020 and 112 closed out, a net change of -44 holders.
- The largest Principal Financial Group buyer in Q1 2020 was Prudential plc, an estimated $76.5M added.
- The largest Principal Financial Group seller in Q1 2020 was Wellington Management Group, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2020.