Principal Financial Group
572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 97 closing their positions.
1% less call options, than puts
Call options by funds: $8.83M | Put options by funds: $8.88M
0.68% less ownership
Funds ownership: 71.76% → 71.09% (-0.68%)
6% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 198
3% less funds holding
Funds holding: 588 → 572 (-16)
11% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 97
27% less capital invested
Capital invested by funds: $12B → $8.69B (-$3.28B)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.7M |
| 2 |
Bank of New York Mellon
New York
|
+$56.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$48M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$35.6M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$168M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$141M |
| 3 |
Renaissance Technologies
New York
|
-$35M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.7M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$30.4M |
PFG Hedge Fund Activity: Q4 2018 in Review
572 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2018, worth a combined $8.69B — down 27% from $12B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of PFG and 86 opened new positions — a net loss of 11 holders — while 198 trimmed existing stakes and 186 added.
The largest buyer was Fidelity Investments, adding an estimated $79.7M. The largest seller was JP Morgan Chase, cutting an estimated $168M.
- 572 institutional investors held Principal Financial Group (PFG) as of Q4 2018, down from 588 in Q3 2018.
- Funds reported $8.69B of Principal Financial Group stock for Q4 2018, down 27% quarter-over-quarter.
- 86 funds opened new Principal Financial Group positions in Q4 2018 and 97 closed out, a net change of -11 holders.
- The largest Principal Financial Group buyer in Q4 2018 was Fidelity Investments, an estimated $79.7M added.
- The largest Principal Financial Group seller in Q4 2018 was JP Morgan Chase, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2018.