Principal Financial Group
PFG
664 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 204 increasing their positions, 214 reducing their positions, and 61 closing their positions.
82% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 61
14% more capital invested
Capital invested by funds: $12.5B → $14.2B (+$1.75B)
7% more funds holding
Funds holding: 622 → 664 (+42)
2.11% more ownership
Funds ownership: 72.19% → 74.3% (+2.1%)
5% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 214
6% less call options, than puts
Call options by funds: $26.4M | Put options by funds: $28.1M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$685M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$90.4M |
| 3 |
Goldman Sachs
New York
|
+$60.4M |
| 4 |
BlackRock
New York
|
+$35.7M |
| 5 |
Capstone Investment Advisors
New York
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$136M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$95.8M |
| 3 |
Barclays
London,
United Kingdom
|
-$64.1M |
| 4 |
Bank of New York Mellon
New York
|
-$50.6M |
| 5 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$37.8M |
PFG Hedge Fund Activity: Q4 2021 in Review
664 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2021, worth a combined $14.2B — up 14% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new PFG positions and 61 closed out — a net gain of 50 holders — while 204 added to existing stakes and 214 trimmed.
The largest buyer was Bank of America, adding an estimated $685M. The largest seller was Bank of Montreal, cutting an estimated $136M.
- 664 institutional investors held Principal Financial Group (PFG) as of Q4 2021, up from 622 in Q3 2021.
- Funds reported $14.2B of Principal Financial Group stock for Q4 2021, up 14% quarter-over-quarter.
- 111 funds opened new Principal Financial Group positions in Q4 2021 and 61 closed out, a net change of +50 holders.
- The largest Principal Financial Group buyer in Q4 2021 was Bank of America, an estimated $685M added.
- The largest Principal Financial Group seller in Q4 2021 was Bank of Montreal, an estimated $136M sold.
Based on aggregated 13F filings for Q4 2021.