Principal Financial Group
437 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 23 closing their positions.
128% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $10.2M
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 138
5% more funds holding
Funds holding: 415 → 437 (+22)
0.38% less ownership
Funds ownership: 68.52% → 68.14% (-0.38%)
0% less capital invested
Capital invested by funds: $10.3B → $10.3B (-$48.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$82.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$52.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$51.2M |
| 4 |
JP Morgan Chase
New York
|
+$36.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$338M |
| 2 |
Goldman Sachs
New York
|
-$45.4M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$26.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$23.2M |
| 5 |
Axa
Paris,
France
|
-$23.2M |
PFG Hedge Fund Activity: Q2 2015 in Review
437 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2015, worth a combined $10.3B — down 0.47% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new PFG positions and 23 closed out — a net gain of 23 holders — while 164 added to existing stakes and 138 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $82.3M. The largest seller was Capital Research Global Investors, cutting an estimated $338M.
- 437 institutional investors held Principal Financial Group (PFG) as of Q2 2015, up from 415 in Q1 2015.
- Funds reported $10.3B of Principal Financial Group stock for Q2 2015, down 0.47% quarter-over-quarter.
- 46 funds opened new Principal Financial Group positions in Q2 2015 and 23 closed out, a net change of +23 holders.
- The largest Principal Financial Group buyer in Q2 2015 was Bank of New York Mellon, an estimated $82.3M added.
- The largest Principal Financial Group seller in Q2 2015 was Capital Research Global Investors, an estimated $338M sold.
Based on aggregated 13F filings for Q2 2015.