Procter & Gamble
2,490 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 901 increasing their positions, 1,191 reducing their positions, and 57 closing their positions.
88% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 57
36% more funds holding in top 10
Funds holding in top 10: 290 → 394 (+104)
12% more capital invested
Capital invested by funds: $177B → $198B (+$21.7B)
1% more funds holding
Funds holding: 2,455 → 2,490 (+35)
3.09% less ownership
Funds ownership: 66.91% → 63.82% (-3.1%)
20% less call options, than puts
Call options by funds: $2.18B | Put options by funds: $2.71B
24% less repeat investments, than reductions
Existing positions increased: 901 | Existing positions reduced: 1,191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$442M |
| 2 |
BlackRock
New York
|
+$421M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$345M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$321M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$321M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$8.4B |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$381M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$368M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$355M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$333M |
PG Hedge Fund Activity: Q3 2019 in Review
2,490 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2019, worth a combined $198B — up 12% from $177B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new PG positions and 57 closed out — a net gain of 50 holders — while 901 added to existing stakes and 1,191 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $442M. The largest seller was Phocas Financial Corp, cutting an estimated $8.4B.
- 2,490 institutional investors held Procter & Gamble (PG) as of Q3 2019, up from 2,455 in Q2 2019.
- Funds reported $198B of Procter & Gamble stock for Q3 2019, up 12% quarter-over-quarter.
- 107 funds opened new Procter & Gamble positions in Q3 2019 and 57 closed out, a net change of +50 holders.
- The largest Procter & Gamble buyer in Q3 2019 was Geode Capital Management, an estimated $442M added.
- The largest Procter & Gamble seller in Q3 2019 was Phocas Financial Corp, an estimated $8.4B sold.
Based on aggregated 13F filings for Q3 2019.