Principal Financial Group
615 hedge funds and large institutions have $11.5B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 224 increasing their positions, 227 reducing their positions, and 47 closing their positions.
121% more call options, than puts
Call options by funds: $18M | Put options by funds: $8.14M
17% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 47
1% more funds holding
Funds holding: 610 → 615 (+5)
1% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 227
3% less capital invested
Capital invested by funds: $11.9B → $11.5B (-$403M)
1.59% less ownership
Funds ownership: 73.51% → 71.92% (-1.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.3M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$28.1M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$24.6M |
| 4 |
Goldman Sachs
New York
|
+$23.9M |
| 5 |
Janus Henderson Group
London,
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$161M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$84.1M |
| 3 |
Bank of New York Mellon
New York
|
-$58.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$42M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$23.4M |
PFG Hedge Fund Activity: Q3 2019 in Review
615 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2019, worth a combined $11.5B — down 3.4% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new PFG positions and 47 closed out — a net gain of 8 holders — while 224 added to existing stakes and 227 trimmed.
The largest buyer was Vanguard Group, adding an estimated $30.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $161M.
- 615 institutional investors held Principal Financial Group (PFG) as of Q3 2019, up from 610 in Q2 2019.
- Funds reported $11.5B of Principal Financial Group stock for Q3 2019, down 3.4% quarter-over-quarter.
- 55 funds opened new Principal Financial Group positions in Q3 2019 and 47 closed out, a net change of +8 holders.
- The largest Principal Financial Group buyer in Q3 2019 was Vanguard Group, an estimated $30.3M added.
- The largest Principal Financial Group seller in Q3 2019 was Schroder Investment Management Group, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2019.