Principal Financial Group
534 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 46 closing their positions.
301% more call options, than puts
Call options by funds: $26M | Put options by funds: $6.47M
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
9% more capital invested
Capital invested by funds: $11.8B → $12.8B (+$1.07B)
9% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 46
3% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 186
0.09% more ownership
Funds ownership: 70.59% → 70.68% (+0.09%)
1% less funds holding
Funds holding: 539 → 534 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.04B |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$116M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$23.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$172M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.8M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$40.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$27M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$22M |
PFG Hedge Fund Activity: Q1 2017 in Review
534 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2017, worth a combined $12.8B — up 9.1% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PFG positions and 46 closed out — a net gain of 4 holders — while 192 added to existing stakes and 186 trimmed.
The largest buyer was BlackRock, adding an estimated $1.04B. The largest seller was Wellington Management Group, cutting an estimated $172M.
- 534 institutional investors held Principal Financial Group (PFG) as of Q1 2017, down from 539 in Q4 2016.
- Funds reported $12.8B of Principal Financial Group stock for Q1 2017, up 9.1% quarter-over-quarter.
- 50 funds opened new Principal Financial Group positions in Q1 2017 and 46 closed out, a net change of +4 holders.
- The largest Principal Financial Group buyer in Q1 2017 was BlackRock, an estimated $1.04B added.
- The largest Principal Financial Group seller in Q1 2017 was Wellington Management Group, an estimated $172M sold.
Based on aggregated 13F filings for Q1 2017.