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Procter & Gamble
PG

2,421 hedge funds and large institutions have $142B invested in Procter & Gamble in 2018 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 807 increasing their positions, 1,071 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 87

113% more funds holding in top 10

Funds holding in top 10: 130 → 277 (+147)

51% more call options, than puts

Call options by funds: $2.13B | Put options by funds: $1.41B

13% more capital invested

Capital invested by funds: $126B → $142B (+$16.7B)

8% more funds holding

Funds holding: 2,233 → 2,421 (+188)

1.95% more ownership

Funds ownership: 60.75% → 62.7% (+2%)

25% less repeat investments, than reductions

Existing positions increased: 807 | Existing positions reduced: 1,071

Holders
2,421
Holders Change
+188
Holders Change %
+8.42%
% of All Funds
53.94%
Holding in Top 10
277
Holding in Top 10 Change
+147
Holding in Top 10 Change %
+113.08%
% of All Funds
6.17%
New
297
Increased
807
Reduced
1,071
Closed
87
Calls
$2.13B
Puts
$1.41B
Net Calls
+$718M
Net Calls Change
+$453M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$793M
2
Boston Partners
Boston Partners
Massachusetts
+$753M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$587M
4
JP Morgan Chase
JP Morgan Chase
New York
+$477M
5
BlackRock
BlackRock
New York
+$426M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$840M
2
YAM
Yacktman Asset Management
Texas
-$288M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$197M
4
Two Sigma Investments
Two Sigma Investments
New York
-$185M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$170M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.03B +$70.5M +788,247 +8%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$987M -$55M -615,303 -5%
Fisher Asset Management
28
Fisher Asset Management
Washington
$950M +$26.8M +299,281 +3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$935M +$207M +2,321,032 +30%
UBS AM
30
UBS AM
Illinois
$926M -$18.9M -211,669 -2%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$902M +$125M +1,394,192 +16%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$870M +$263M +2,942,503 +45%
UBS Group
33
UBS Group
Switzerland
$852M -$79.5M -889,230 -9%
Swiss National Bank
34
Swiss National Bank
Switzerland
$835M -$796K -8,900 -0.1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$817M +$97.5M +1,090,782 +14%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$797M +$152M +1,698,051 +24%
Boston Partners
37
Boston Partners
Massachusetts
$775M +$753M +8,428,522 New
PPA
38
Parametric Portfolio Associates
Washington
$724M +$78M +872,665 +12%
TA
39
Teachers Advisors
New York
$702M +$140M +1,571,069 +26%
American Century Companies
40
American Century Companies
Missouri
$698M -$105M -1,173,446 -13%
Capital Research Global Investors
41
Capital Research Global Investors
California
$640M +$21.6M +242,086 +4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$615M -$482K -5,397 -0.1%
Lazard Asset Management
43
Lazard Asset Management
New York
$614M +$16.9M +189,326 +3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$582M -$26.8M -299,235 -5%
Federated Hermes
45
Federated Hermes
Pennsylvania
$564M -$38M -424,840 -6%
Ameriprise
46
Ameriprise
Minnesota
$559M +$80.3M +898,194 +17%
AIG
47
American International Group
New York
$510M -$55.3M -618,855 -10%
ClearBridge Investments
48
ClearBridge Investments
New York
$507M -$34.5M -385,509 -7%
Prudential Financial
49
Prudential Financial
New Jersey
$493M +$8.12M +90,838 +2%
US Bancorp
50
US Bancorp
Minnesota
$485M -$5.54M -62,019 -1%
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PG Hedge Fund Activity: Q4 2018 in Review

2,421 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2018, worth a combined $142B — up 13% from $126B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new PG positions and 87 closed out — a net gain of 210 holders — while 807 added to existing stakes and 1,071 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $793M. The largest seller was Cornerstone Wealth Management, cutting an estimated $840M.

  • 2,421 institutional investors held Procter & Gamble (PG) as of Q4 2018, up from 2,233 in Q3 2018.
  • Funds reported $142B of Procter & Gamble stock for Q4 2018, up 13% quarter-over-quarter.
  • 297 funds opened new Procter & Gamble positions in Q4 2018 and 87 closed out, a net change of +210 holders.
  • The largest Procter & Gamble buyer in Q4 2018 was Fidelity Investments, an estimated $793M added.
  • The largest Procter & Gamble seller in Q4 2018 was Cornerstone Wealth Management, an estimated $840M sold.

Based on aggregated 13F filings for Q4 2018.