Procter & Gamble
2,234 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, 780 increasing their positions, 1,086 reducing their positions, and 63 closing their positions.
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: 2,212 → 2,234 (+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: 132 → 130 (-2)
28% less repeat investments, than reductions
Existing positions increased: 780 | Existing positions reduced: 1,086
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$347M |
| 2 |
State Street
Boston,
Massachusetts
|
+$249M |
| 3 |
Man Group
London,
United Kingdom
|
+$230M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$219M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$568M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$267M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$250M |
| 4 |
BlackRock
New York
|
-$205M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$192M |
PG Hedge Fund Activity: Q3 2018 in Review
2,234 of the 4,375 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 780 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.
- 2,234 institutional investors held Procter & Gamble (PG) as of Q3 2018, up from 2,212 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.