Principal Financial Group
566 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 209 reducing their positions, and 31 closing their positions.
452% more call options, than puts
Call options by funds: $20.7M | Put options by funds: $3.75M
113% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 31
6% more funds holding
Funds holding: 534 → 566 (+32)
0% more capital invested
Capital invested by funds: $12.8B → $12.8B (+$14.3M)
1.19% less ownership
Funds ownership: 70.69% → 69.5% (-1.2%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
11% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$189M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$108M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$39.9M |
| 4 |
BlackRock
New York
|
+$37.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$120M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$111M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$107M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$72.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.2M |
PFG Hedge Fund Activity: Q2 2017 in Review
566 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2017, worth a combined $12.8B — up 0.11% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new PFG positions and 31 closed out — a net gain of 35 holders — while 185 added to existing stakes and 209 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $189M. The largest seller was Harris Associates, cutting an estimated $120M.
- 566 institutional investors held Principal Financial Group (PFG) as of Q2 2017, up from 534 in Q1 2017.
- Funds reported $12.8B of Principal Financial Group stock for Q2 2017, up 0.11% quarter-over-quarter.
- 66 funds opened new Principal Financial Group positions in Q2 2017 and 31 closed out, a net change of +35 holders.
- The largest Principal Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $189M added.
- The largest Principal Financial Group seller in Q2 2017 was Harris Associates, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2017.