Principal Financial Group
PFG
432 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 31 closing their positions.
68% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 31
12% more call options, than puts
Call options by funds: $7.28M | Put options by funds: $6.52M
3% more funds holding
Funds holding: 419 → 432 (+13)
3% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 146
0.35% more ownership
Funds ownership: 67.47% → 67.82% (+0.35%)
1% less capital invested
Capital invested by funds: $10.4B → $10.3B (-$62.6M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$77.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.2M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$61.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$40M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$33.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$32.7M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$30.9M |
| 5 |
Goldman Sachs
New York
|
-$26.1M |
PFG Hedge Fund Activity: Q4 2014 in Review
432 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2014, worth a combined $10.3B — down 0.6% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new PFG positions and 31 closed out — a net gain of 21 holders — while 151 added to existing stakes and 146 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $77.3M. The largest seller was Capital Research Global Investors, cutting an estimated $107M.
- 432 institutional investors held Principal Financial Group (PFG) as of Q4 2014, up from 419 in Q3 2014.
- Funds reported $10.3B of Principal Financial Group stock for Q4 2014, down 0.6% quarter-over-quarter.
- 52 funds opened new Principal Financial Group positions in Q4 2014 and 31 closed out, a net change of +21 holders.
- The largest Principal Financial Group buyer in Q4 2014 was Wellington Management Group, an estimated $77.3M added.
- The largest Principal Financial Group seller in Q4 2014 was Capital Research Global Investors, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2014.