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Procter & Gamble

2,075 hedge funds and large institutions have $134B invested in Procter & Gamble in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 836 increasing their positions, 913 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 74

0.46% less ownership

Funds ownership: 60.69%60.23% (-0.46%)

1% less funds holding

Funds holding: 2,0872,075 (-12)

4% less capital invested

Capital invested by funds: $139B → $134B (-$5.05B)

8% less repeat investments, than reductions

Existing positions increased: 836 | Existing positions reduced: 913

14% less funds holding in top 10

Funds holding in top 10: 280241 (-39)

42% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.78B

Holders
2,075
Holders Change
-12
Holders Change %
-0.57%
% of All Funds
51.72%
Holding in Top 10
241
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-13.93%
% of All Funds
6.01%
New
82
Increased
836
Reduced
913
Closed
74
Calls
$1.04B
Puts
$1.78B
Net Calls
-$737M
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.8B +$358M +4,066,266 +2%
BlackRock
2
BlackRock
New York
$13.6B +$191M +2,164,426 +1%
State Street
3
State Street
Massachusetts
$10B -$94.9M -1,076,306 -0.9%
Bank of America
4
Bank of America
North Carolina
$3.53B -$209M -2,373,990 -6%
Capital World Investors
5
Capital World Investors
California
$3.4B -$331M -3,750,913 -9%
TFM
6
Trian Fund Management
New York
$3.28B +$78.7M +893,157 +2%
Northern Trust
7
Northern Trust
Illinois
$2.92B -$82.3M -933,506 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.77B -$298M -3,376,227 -10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.76B -$499M -5,663,593 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.26B +$13.5M +153,509 +0.6%
Norges Bank
11
Norges Bank
Norway
$2.04B -$41.5M -470,278 -2%
Wells Fargo
12
Wells Fargo
California
$1.9B +$88.6M +1,005,018 +5%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$1.79B
Goldman Sachs
14
Goldman Sachs
New York
$1.37B +$206M +2,335,235 +17%
YAM
15
Yacktman Asset Management
Texas
$1.35B -$8.49M -96,312 -0.6%
Morgan Stanley
16
Morgan Stanley
New York
$1.25B +$71M +805,285 +6%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.19B -$1.74M -19,781 -0.1%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.15B -$127M -1,442,036 -10%
Invesco
19
Invesco
Georgia
$1.14B +$35.9M +406,801 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.09B -$91.5M -1,037,651 -8%
American Century Companies
21
American Century Companies
Missouri
$1.09B +$82.3M +934,179 +8%
Capital Research Global Investors
22
Capital Research Global Investors
California
$1.08B +$465M +5,278,359 +74%
Charles Schwab
23
Charles Schwab
California
$1.01B +$47M +533,340 +5%
JP Morgan Chase
24
JP Morgan Chase
New York
$924M -$157M -1,779,353 -14%
Swiss National Bank
25
Swiss National Bank
Switzerland
$894M +$25.1M +285,100 +3%

PG Hedge Fund Activity: Q2 2017 in Review

2,075 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2017, worth a combined $134B — down 3.6% from $139B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PG positions and 74 closed out — a net gain of 8 holders — while 836 added to existing stakes and 913 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $465M. The largest seller was Bank of New York Mellon, cutting an estimated $499M.

  • 2,075 institutional investors held Procter & Gamble (PG) as of Q2 2017, down from 2,087 in Q1 2017.
  • Funds reported $134B of Procter & Gamble stock for Q2 2017, down 3.6% quarter-over-quarter.
  • 82 funds opened new Procter & Gamble positions in Q2 2017 and 74 closed out, a net change of +8 holders.
  • The largest Procter & Gamble buyer in Q2 2017 was Capital Research Global Investors, an estimated $465M added.
  • The largest Procter & Gamble seller in Q2 2017 was Bank of New York Mellon, an estimated $499M sold.

Based on aggregated 13F filings for Q2 2017.