Principal Financial Group
588 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 206 increasing their positions, 197 reducing their positions, and 68 closing their positions.
93% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $6.85M
12% more capital invested
Capital invested by funds: $10.7B → $12B (+$1.25B)
1.06% more ownership
Funds ownership: 70.71% → 71.76% (+1.1%)
5% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 197
1% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 68
1% less funds holding
Funds holding: 596 → 588 (-8)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$134M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$85.9M |
| 3 |
Bank of New York Mellon
New York
|
+$70.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$54.6M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$67.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$66M |
| 3 |
BlackRock
New York
|
-$53.3M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$31.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$28M |
PFG Hedge Fund Activity: Q3 2018 in Review
588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2018, worth a combined $12B — up 12% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new PFG positions and 68 closed out — a net gain of 1 holder — while 206 added to existing stakes and 197 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $67.6M.
- 588 institutional investors held Principal Financial Group (PFG) as of Q3 2018, down from 596 in Q2 2018.
- Funds reported $12B of Principal Financial Group stock for Q3 2018, up 12% quarter-over-quarter.
- 69 funds opened new Principal Financial Group positions in Q3 2018 and 68 closed out, a net change of +1 holder.
- The largest Principal Financial Group buyer in Q3 2018 was Capital World Investors, an estimated $134M added.
- The largest Principal Financial Group seller in Q3 2018 was JP Morgan Chase, an estimated $67.6M sold.
Based on aggregated 13F filings for Q3 2018.