Principal Financial Group
462 hedge funds and large institutions have $8.96B invested in Principal Financial Group in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 35 closing their positions.
193% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $5.5M
69% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 35
5% more funds holding
Funds holding: 442 → 462 (+20)
9% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 147
0.24% more ownership
Funds ownership: 67.77% → 68.01% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $9.46B → $8.96B (-$495M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$49.1M |
| 2 |
Goldman Sachs
New York
|
+$32.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$130M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$62M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$45.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$22M |
| 5 |
Bank of New York Mellon
New York
|
-$20.1M |
PFG Hedge Fund Activity: Q4 2015 in Review
462 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2015, worth a combined $8.96B — down 5.2% from $9.46B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new PFG positions and 35 closed out — a net gain of 24 holders — while 160 added to existing stakes and 147 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $49.1M. The largest seller was Fidelity Investments, cutting an estimated $130M.
- 462 institutional investors held Principal Financial Group (PFG) as of Q4 2015, up from 442 in Q3 2015.
- Funds reported $8.96B of Principal Financial Group stock for Q4 2015, down 5.2% quarter-over-quarter.
- 59 funds opened new Principal Financial Group positions in Q4 2015 and 35 closed out, a net change of +24 holders.
- The largest Principal Financial Group buyer in Q4 2015 was Citadel Advisors, an estimated $49.1M added.
- The largest Principal Financial Group seller in Q4 2015 was Fidelity Investments, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2015.