Three institutional asset managers accumulated $21.5M in PFG during Q3 2026, led by Assenagon's massive 2,590% position increase, while Fort Washington fully exited a $28.9M stake. The cluster shows a net bullish conviction of $18.8M in new buying, though the single large exit nearly offsets the aggregate buying value.
Executive Summary
Three institutional asset managers accumulated $21.5M in PFG during Q3 2026, led by Assenagon's massive 2,590% position increase, while Fort Washington fully exited a $28.9M stake. The cluster shows a net bullish conviction of $18.8M in new buying, though the single large exit nearly offsets the aggregate buying value.
Key Facts
- 3 buyers accumulated $21.5M in PFG positions (net change +$18.8M)
- Assenagon Asset Management DOUBLED its stake by 2,590% to $18.5M
- Vontobel Holding DOUBLED its stake by 107% to $627K
- Pensiondanmark ADDED 29.6% to its position, now $2.3M
- Fort Washington Investment Advisors fully EXITED a $28.9M position
- Net aggregate buying of $18.8M was nearly offset by the $28.9M exit
- All four institutions are active asset managers, not passive/index funds
Financial Impact
3 institutions accumulated $21.5M in new positions while 1 institution reduced holdings by $28.9M
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PFG-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $110.13 | awaiting T+5 | — | — |
Oct 19, 2026 8d ago | 8-K | $107.94 | awaiting T+5 | — | — |
Oct 19, 2026 8d ago | Institutional Cluster | $106.86 $109.97 | ▲ +2.91% | ▲ +3.06% | — |
Jul 20, 2026 14w ago | 8-K | $109.57 $111.29 | ▲ +1.57% | ▲ +2.80% | — |
Jun 1, 2026 21w ago | 8-K | $103.31 $106.66 | ▲ +3.24% | ▲ +6.21% | — |
May 29, 2026 21w ago | 424B5 | $102.90 $105.22 | ▲ +2.25% | ▲ +5.00% | — |
May 27, 2026 21w ago | 424B5 | $104.57 $103.31 | ▼ −1.20% | ▼ −2.41% | — |
Apr 30, 2026 25w ago | Insider Cluster | $99.53 $98.95 | ▼ −0.58% | ▼ −2.94% | — |
Apr 28, 2026 26w ago | Insider Cluster | $100.06 $99.46 | ▼ −0.60% | ▼ −2.29% | — |
Apr 23, 2026 26w ago | 8-K | $99.34 $100.91 | ▲ +1.58% | ▲ +0.67% | — |
US Market Status
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