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Procter & Gamble
PG

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,422
Holders Change
+188
Holders Change %
+8.42%
% of All Funds
53.95%
Holding in Top 10
277
Holding in Top 10 Change
+147
Holding in Top 10 Change %
+113.08%
% of All Funds
6.17%
New
297
Increased
807
Reduced
1,072
Closed
87
Calls
$2.13B
Puts
$1.41B
Net Calls
+$718M
Net Calls Change
+$453M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$793M
2
Boston Partners
Boston Partners
Massachusetts
+$753M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$587M
4
JP Morgan Chase
JP Morgan Chase
New York
+$477M
5
BlackRock
BlackRock
New York
+$426M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$840M
2
YAM
Yacktman Asset Management
Texas
-$288M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$197M
4
Two Sigma Investments
Two Sigma Investments
New York
-$185M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$170M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
2226
D. Scott Neal
Kentucky
$248K – – –
GWM
2227
Greenwich Wealth Management
Connecticut
$247K +$241K +2,691 New
HI
2228
Human Investing
Oregon
$245K +$239K +2,668 New
WFMPM
2229
Woodley Farra Manion Portfolio Management
Indiana
$241K +$2.59K +29 +1%
BJ
2230
Brouwer & Janachowski
California
$240K -$8.94K -100 -4%
LD
2231
Lipe & Dalton
New York
$240K – – –
SIM
2232
Sterling Investment Management
Arizona
$240K +$89 +1 +0%
NWM
2233
Northwest Wealth Management
Iowa
$240K +$715 +8 +0.3%
GAAM
2234
Guinness Atkinson Asset Management
California
$237K -$54.5K -610 -19%
BLAM
2235
Bourne Lent Asset Management
New York
$236K – – –
VLC
2236
Van Leeuwen & Company
New Jersey
$236K – – –
TA
2237
Trellis Advisors
Washington
$236K +$229K +2,559 New
CPC
2238
Congress Park Capital
New York
$235K – – –
OMC
2239
Overbrook Management Corp
New York
$235K – – –
ATFA
2240
All Terrain Financial Advisors
Minnesota
$234K -$31.5K -352 -12%
CAM
2241
Covenant Asset Management
New Jersey
$234K – – –
SIA
2242
Starfire Investment Advisers
Michigan
$234K +$228K +2,556 New
CPA
2243
Capital Planning Advisors
California
$232K -$132K -1,471 -37%
FMT
2244
First Mercantile Trust
Tennessee
$232K +$106K +1,189 +89%
AP
2245
Advisors Preferred
Maryland
$232K +$226K +2,525 New
1NWS
2246
1 North Wealth Services
Maryland
$231K +$224K +2,509 New
ACM
2247
Ashford Capital Management
Delaware
$228K – – –
TIM
2248
Tortoise Investment Management
New York
$227K -$48.5K -542 -18%
LA
2249
LexAurum Advisors
Kansas
$226K +$220K +2,460 New
SHWM
2250
Smith & Howard Wealth Management
Georgia
$226K +$220K +2,461 New
88 89
90
91 92

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.