Principal Financial Group
387 hedge funds and large institutions have $9.51B invested in Principal Financial Group in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 20 closing their positions.
195% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 20
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
30% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $8.26M
14% more capital invested
Capital invested by funds: $8.34B → $9.51B (+$1.16B)
11% more funds holding
Funds holding: 349 → 387 (+38)
0.76% less ownership
Funds ownership: 66.2% → 65.45% (-0.76%)
13% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$46.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.6M |
| 3 |
Axa
Paris,
France
|
+$30.3M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$25.5M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$103M |
| 2 |
Bank of New York Mellon
New York
|
-$66.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$53.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$23.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.4M |
PFG Hedge Fund Activity: Q4 2013 in Review
387 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2013, worth a combined $9.51B — up 14% from $8.34B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new PFG positions and 20 closed out — a net gain of 39 holders — while 129 added to existing stakes and 149 trimmed.
The largest buyer was Navellier & Associates, adding an estimated $46.8M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $103M sold.
- 387 institutional investors held Principal Financial Group (PFG) as of Q4 2013, up from 349 in Q3 2013.
- Funds reported $9.51B of Principal Financial Group stock for Q4 2013, up 14% quarter-over-quarter.
- 59 funds opened new Principal Financial Group positions in Q4 2013 and 20 closed out, a net change of +39 holders.
- The largest Principal Financial Group buyer in Q4 2013 was Navellier & Associates, an estimated $46.8M added.
- The largest Principal Financial Group seller in Q4 2013 was Altrinsic Global Advisors, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2013.