Principal Financial Group
612 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 228 reducing their positions, and 68 closing their positions.
169% more call options, than puts
Call options by funds: $14.9M | Put options by funds: $5.55M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
0.62% more ownership
Funds ownership: 71.92% → 72.54% (+0.62%)
0% less funds holding
Funds holding: 614 → 612 (-2)
3% less capital invested
Capital invested by funds: $11.4B → $11.1B (-$362M)
14% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$56.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$36.1M |
| 3 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$20.8M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$17.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$34.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.5M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$28.5M |
| 4 |
Goldman Sachs
New York
|
-$28M |
| 5 |
Two Sigma Investments
New York
|
-$18.7M |
PFG Hedge Fund Activity: Q4 2019 in Review
612 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2019, worth a combined $11.1B — down 3.2% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new PFG positions and 68 closed out — a net gain of 10 holders — while 196 added to existing stakes and 228 trimmed.
The largest buyer was BlackRock, adding an estimated $56.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $34.6M.
- 612 institutional investors held Principal Financial Group (PFG) as of Q4 2019, down from 614 in Q3 2019.
- Funds reported $11.1B of Principal Financial Group stock for Q4 2019, down 3.2% quarter-over-quarter.
- 78 funds opened new Principal Financial Group positions in Q4 2019 and 68 closed out, a net change of +10 holders.
- The largest Principal Financial Group buyer in Q4 2019 was BlackRock, an estimated $56.2M added.
- The largest Principal Financial Group seller in Q4 2019 was Schroder Investment Management Group, an estimated $34.6M sold.
Based on aggregated 13F filings for Q4 2019.