Principal Financial Group
477 hedge funds and large institutions have $10.2B invested in Principal Financial Group in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 143 reducing their positions, and 40 closing their positions.
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
51% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $9.37M
40% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 40
27% more capital invested
Capital invested by funds: $8.01B → $10.2B (+$2.2B)
21% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 143
2% more funds holding
Funds holding: 466 → 477 (+11)
1.8% more ownership
Funds ownership: 67.15% → 68.96% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$91.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$38.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$32.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.9M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$55M |
| 2 |
Millennium Management
New York
|
-$49.6M |
| 3 |
Goldman Sachs
New York
|
-$38.8M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$37.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$22.2M |
PFG Hedge Fund Activity: Q3 2016 in Review
477 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2016, worth a combined $10.2B — up 27% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PFG positions and 40 closed out — a net gain of 16 holders — while 173 added to existing stakes and 143 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $91.7M. The largest seller was Bank of New York Mellon, cutting an estimated $55M.
- 477 institutional investors held Principal Financial Group (PFG) as of Q3 2016, up from 466 in Q2 2016.
- Funds reported $10.2B of Principal Financial Group stock for Q3 2016, up 27% quarter-over-quarter.
- 56 funds opened new Principal Financial Group positions in Q3 2016 and 40 closed out, a net change of +16 holders.
- The largest Principal Financial Group buyer in Q3 2016 was Capital Research Global Investors, an estimated $91.7M added.
- The largest Principal Financial Group seller in Q3 2016 was Bank of New York Mellon, an estimated $55M sold.
Based on aggregated 13F filings for Q3 2016.