Principal Financial Group
569 hedge funds and large institutions have $7.79B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 187 increasing their positions, 199 reducing their positions, and 56 closing their positions.
44% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $12.1M
7% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 56
0% less funds holding
Funds holding: 570 → 569 (-1)
0.73% less ownership
Funds ownership: 71.22% → 70.49% (-0.73%)
4% less capital invested
Capital invested by funds: $8.1B → $7.79B (-$305M)
6% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 199
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$71.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$43.1M |
| 3 |
ZP
Zimmer Partners
New York
|
+$30.4M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$19.9M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$51.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$44.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$29.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$21.5M |
| 5 |
Bank of New York Mellon
New York
|
-$20.4M |
PFG Hedge Fund Activity: Q3 2020 in Review
569 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q3 2020, worth a combined $7.79B — down 3.8% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new PFG positions and 56 closed out — a net gain of 4 holders — while 187 added to existing stakes and 199 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $71.3M. The largest seller was Invesco, cutting an estimated $51.6M.
- 569 institutional investors held Principal Financial Group (PFG) as of Q3 2020, down from 570 in Q2 2020.
- Funds reported $7.79B of Principal Financial Group stock for Q3 2020, down 3.8% quarter-over-quarter.
- 60 funds opened new Principal Financial Group positions in Q3 2020 and 56 closed out, a net change of +4 holders.
- The largest Principal Financial Group buyer in Q3 2020 was Arrowstreet Capital, an estimated $71.3M added.
- The largest Principal Financial Group seller in Q3 2020 was Invesco, an estimated $51.6M sold.
Based on aggregated 13F filings for Q3 2020.