Principal Financial Group
611 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 213 reducing their positions, and 76 closing their positions.
550% more call options, than puts
Call options by funds: $59.4M | Put options by funds: $9.15M
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
4% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 213
1.32% less ownership
Funds ownership: 70.69% → 69.37% (-1.3%)
3% less funds holding
Funds holding: 631 → 611 (-20)
15% less capital invested
Capital invested by funds: $14.4B → $12.2B (-$2.16B)
17% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$90M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$32.3M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$29.1M |
| 5 |
Two Sigma Investments
New York
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$81.1M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$77.1M |
| 4 |
Bank of New York Mellon
New York
|
-$63.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$59.8M |
PFG Hedge Fund Activity: Q1 2018 in Review
611 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2018, worth a combined $12.2B — down 15% from $14.4B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of PFG and 63 opened new positions — a net loss of 13 holders — while 213 trimmed existing stakes and 204 added.
The largest buyer was JP Morgan Chase, adding an estimated $90M. The largest seller was Wellington Management Group, cutting an estimated $102M.
- 611 institutional investors held Principal Financial Group (PFG) as of Q1 2018, down from 631 in Q4 2017.
- Funds reported $12.2B of Principal Financial Group stock for Q1 2018, down 15% quarter-over-quarter.
- 63 funds opened new Principal Financial Group positions in Q1 2018 and 76 closed out, a net change of -13 holders.
- The largest Principal Financial Group buyer in Q1 2018 was JP Morgan Chase, an estimated $90M added.
- The largest Principal Financial Group seller in Q1 2018 was Wellington Management Group, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2018.