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Procter & Gamble
PG

2,440 hedge funds and large institutions have $166B invested in Procter & Gamble in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 895 increasing their positions, 1,149 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

49% more call options, than puts

Call options by funds: $2.42B | Put options by funds: $1.62B

16% more capital invested

Capital invested by funds: $142B → $166B (+$23.3B)

1.01% more ownership

Funds ownership: 62.7% → 63.71% (+1%)

1% more funds holding

Funds holding: 2,422 → 2,440 (+18)

0% more funds holding in top 10

Funds holding in top 10: 277 → 277 (0)

22% less repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 1,149

Holders
2,440
Holders Change
+18
Holders Change %
+0.74%
% of All Funds
52.8%
Holding in Top 10
277
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.99%
New
136
Increased
895
Reduced
1,149
Closed
89
Calls
$2.42B
Puts
$1.62B
Net Calls
+$792M
Net Calls Change
+$73.9M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$719M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$486M
4
O
OppenheimerFunds
New York
+$355M
5
Ameriprise
Ameriprise
Minnesota
+$340M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$520M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$372M
3
BlackRock
BlackRock
New York
-$287M
4
Asset Management One
Asset Management One
Japan
-$276M
5
Morgan Stanley
Morgan Stanley
New York
-$243M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.18B -$238M -2,442,954 -18%
YAM
27
Yacktman Asset Management
Texas
$1.15B -$119M -1,225,658 -10%
Franklin Resources
28
Franklin Resources
California
$1.13B -$155M -1,593,536 -13%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$1.12B +$5.29M +54,334 +0.5%
Deutsche Bank
30
Deutsche Bank
Germany
$1.1B -$65.2M -669,887 -6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$1.06B +$27.4M +281,315 +3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.01B +$102M +1,044,923 +12%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$997M +$67.7M +695,340 +8%
Ameriprise
34
Ameriprise
Minnesota
$996M +$340M +3,490,348 +57%
Swiss National Bank
35
Swiss National Bank
Switzerland
$971M +$24.5M +252,200 +3%
Capital Research Global Investors
36
Capital Research Global Investors
California
$961M +$221M +2,269,212 +33%
Boston Partners
37
Boston Partners
Massachusetts
$910M +$31M +318,884 +4%
PPA
38
Parametric Portfolio Associates
Washington
$861M +$39M +401,013 +5%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$782M -$190M -1,950,845 -21%
TA
40
Teachers Advisors
New York
$781M -$12.9M -132,060 -2%
American Century Companies
41
American Century Companies
Missouri
$759M -$29.4M -301,746 -4%
DZ Bank
42
DZ Bank
Germany
$722M +$167M +1,714,257 +33%
Lazard Asset Management
43
Lazard Asset Management
New York
$719M +$23M +236,519 +4%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$695M -$906K -9,306 -0.1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$659M +$546K +5,606 +0.1%
AQR Capital Management
46
AQR Capital Management
Connecticut
$631M +$241M +2,474,028 +69%
APG Asset Management
47
APG Asset Management
Netherlands
$618M +$223M +2,285,900 +52%
AAMU
48
Amundi Asset Management US
Massachusetts
$605M -$53.2M -546,922 -9%
Barclays
49
Barclays
United Kingdom
$577M +$78.4M +805,810 +17%
ClearBridge Investments
50
ClearBridge Investments
New York
$573M -$272K -2,795 -0.1%
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PG Hedge Fund Activity: Q1 2019 in Review

2,440 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2019, worth a combined $166B — up 16% from $142B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new PG positions and 89 closed out — a net gain of 47 holders — while 895 added to existing stakes and 1,149 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.92B. The largest seller was Fisher Asset Management, cutting an estimated $520M.

  • 2,440 institutional investors held Procter & Gamble (PG) as of Q1 2019, up from 2,422 in Q4 2018.
  • Funds reported $166B of Procter & Gamble stock for Q1 2019, up 16% quarter-over-quarter.
  • 136 funds opened new Procter & Gamble positions in Q1 2019 and 89 closed out, a net change of +47 holders.
  • The largest Procter & Gamble buyer in Q1 2019 was Vanguard Group, an estimated $1.92B added.
  • The largest Procter & Gamble seller in Q1 2019 was Fisher Asset Management, an estimated $520M sold.

Based on aggregated 13F filings for Q1 2019.