Principal Financial Group
PFG
457 hedge funds and large institutions have $7.77B invested in Principal Financial Group in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 184 increasing their positions, 148 reducing their positions, and 55 closing their positions.
92% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $6.75M
24% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 148
0.46% less ownership
Funds ownership: 68.01% → 67.55% (-0.46%)
4% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 55
1% less funds holding
Funds holding: 462 → 457 (-5)
13% less capital invested
Capital invested by funds: $8.96B → $7.77B (-$1.19B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$84.4M |
| 2 |
Millennium Management
New York
|
+$45.6M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$32.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$31.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$106M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$105M |
| 3 |
Goldman Sachs
New York
|
-$72.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$38.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$35.7M |
PFG Hedge Fund Activity: Q1 2016 in Review
457 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2016, worth a combined $7.77B — down 13% from $8.96B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of PFG and 53 opened new positions — a net loss of 2 holders — while 148 trimmed existing stakes and 184 added.
The largest buyer was Harris Associates, adding an estimated $84.4M. The largest seller was Wellington Management Group, cutting an estimated $106M.
- 457 institutional investors held Principal Financial Group (PFG) as of Q1 2016, down from 462 in Q4 2015.
- Funds reported $7.77B of Principal Financial Group stock for Q1 2016, down 13% quarter-over-quarter.
- 53 funds opened new Principal Financial Group positions in Q1 2016 and 55 closed out, a net change of -2 holders.
- The largest Principal Financial Group buyer in Q1 2016 was Harris Associates, an estimated $84.4M added.
- The largest Principal Financial Group seller in Q1 2016 was Wellington Management Group, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2016.