Procter & Gamble
2,087 hedge funds and large institutions have $139B invested in Procter & Gamble in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 739 increasing their positions, 1,038 reducing their positions, and 69 closing their positions.
67% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 69
7% more capital invested
Capital invested by funds: $130B → $139B (+$9.45B)
6% more funds holding in top 10
Funds holding in top 10: 263 → 280 (+17)
2.89% more ownership
Funds ownership: 57.8% → 60.69% (+2.9%)
1% more funds holding
Funds holding: 2,063 → 2,087 (+24)
24% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $1.65B
29% less repeat investments, than reductions
Existing positions increased: 739 | Existing positions reduced: 1,038
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.2B |
| 2 |
TFM
Trian Fund Management
New York
|
+$2.69B |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$454M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$322M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$255M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$712M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$466M |
| 3 |
Morgan Stanley
New York
|
-$289M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$247M |
| 5 |
FPF
FNY Partners Fund
New York
|
-$229M |
PG Hedge Fund Activity: Q1 2017 in Review
2,087 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2017, worth a combined $139B — up 7.3% from $130B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new PG positions and 69 closed out — a net gain of 46 holders — while 739 added to existing stakes and 1,038 trimmed.
The largest buyer was BlackRock, adding an estimated $13.2B. The largest seller was Lazard Asset Management, cutting an estimated $712M.
- 2,087 institutional investors held Procter & Gamble (PG) as of Q1 2017, up from 2,063 in Q4 2016.
- Funds reported $139B of Procter & Gamble stock for Q1 2017, up 7.3% quarter-over-quarter.
- 115 funds opened new Procter & Gamble positions in Q1 2017 and 69 closed out, a net change of +46 holders.
- The largest Procter & Gamble buyer in Q1 2017 was BlackRock, an estimated $13.2B added.
- The largest Procter & Gamble seller in Q1 2017 was Lazard Asset Management, an estimated $712M sold.
Based on aggregated 13F filings for Q1 2017.