Procter & Gamble
2,422 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, 1,072 reducing their positions, and 87 closing their positions.
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: 2,234 → 2,422 (+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: 1,072
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$793M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$753M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$587M |
| 4 |
JP Morgan Chase
New York
|
+$477M |
| 5 |
BlackRock
New York
|
+$426M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$840M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$288M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$197M |
| 4 |
Two Sigma Investments
New York
|
-$185M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$170M |
PG Hedge Fund Activity: Q4 2018 in Review
2,422 of the 4,489 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 1,072 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $793M. The largest seller was Cornerstone Wealth Management, cutting an estimated $840M.
- 2,422 institutional investors held Procter & Gamble (PG) as of Q4 2018, up from 2,234 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.