We are live on ! Find out more
PG icon

Procter & Gamble

2,233 hedge funds and large institutions have $126B invested in Procter & Gamble in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 779 increasing their positions, 1,086 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 63

20% more call options, than puts

Call options by funds: $1.61B | Put options by funds: $1.35B

7% more capital invested

Capital invested by funds: $117B → $126B (+$8.6B)

1% more funds holding

Funds holding: 2,2112,233 (+22)

0.82% more ownership

Funds ownership: 59.93%60.75% (+0.82%)

2% less funds holding in top 10

Funds holding in top 10: 132130 (-2)

28% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 1,086

Holders
2,233
Holders Change
+22
Holders Change %
+1%
% of All Funds
51.05%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.97%
New
106
Increased
779
Reduced
1,086
Closed
63
Calls
$1.61B
Puts
$1.35B
Net Calls
+$265M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$857M +$62M +758,429 +8%
UBS AM
27
UBS AM
Illinois
$856M +$5.5M +67,218 +0.7%
Ameriprise
28
Ameriprise
Minnesota
$855M +$63.7M +779,155 +18%
UBS Group
29
UBS Group
Switzerland
$845M +$7.22M +88,277 +0.9%
Fisher Asset Management
30
Fisher Asset Management
Washington
$835M +$15.7M +191,374 +2%
Deutsche Bank
31
Deutsche Bank
Germany
$757M -$250M -3,059,185 -25%
Swiss National Bank
32
Swiss National Bank
Switzerland
$756M -$27.8M -340,200 -4%
American Century Companies
33
American Century Companies
Missouri
$730M -$157M -1,919,913 -18%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$707M -$2.35M -28,713 -0.3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$653M +$11.1M +135,664 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$650M +$27.1M +331,724 +4%
AAMU
37
Amundi Asset Management US
Massachusetts
$602M +$75.3M +920,620 +15%
PPA
38
Parametric Portfolio Associates
Washington
$583M +$7.21M +88,147 +1%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$580M +$33.2M +405,689 +6%
Capital Research Global Investors
40
Capital Research Global Investors
California
$559M -$568M -6,946,721 -51%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$557M +$12M +147,291 +2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$552M -$5.49M -67,100 -1%
Federated Hermes
43
Federated Hermes
Pennsylvania
$546M +$74.8M +915,162 +16%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$543M +$2.17M +26,569 +0.4%
Lazard Asset Management
45
Lazard Asset Management
New York
$540M +$347M +4,243,447 +189%
AIG
46
American International Group
New York
$513M -$11.6M -141,708 -2%
TA
47
Teachers Advisors
New York
$505M +$28.3M +345,722 +6%
ClearBridge Investments
48
ClearBridge Investments
New York
$491M -$13.1M -159,654 -3%
US Bancorp
49
US Bancorp
Minnesota
$445M -$12.2M -149,174 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$439M +$136M +1,665,808 +46%

PG Hedge Fund Activity: Q3 2018 in Review

2,233 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2018, worth a combined $126B — up 7.4% from $117B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PG positions and 63 closed out — a net gain of 43 holders — while 779 added to existing stakes and 1,086 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $347M. The largest seller was Capital Research Global Investors, cutting an estimated $568M.

  • 2,233 institutional investors held Procter & Gamble (PG) as of Q3 2018, up from 2,211 in Q2 2018.
  • Funds reported $126B of Procter & Gamble stock for Q3 2018, up 7.4% quarter-over-quarter.
  • 106 funds opened new Procter & Gamble positions in Q3 2018 and 63 closed out, a net change of +43 holders.
  • The largest Procter & Gamble buyer in Q3 2018 was Lazard Asset Management, an estimated $347M added.
  • The largest Procter & Gamble seller in Q3 2018 was Capital Research Global Investors, an estimated $568M sold.

Based on aggregated 13F filings for Q3 2018.