Procter & Gamble
2,212 hedge funds and large institutions have $117B invested in Procter & Gamble in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 824 increasing their positions, 1,091 reducing their positions, and 91 closing their positions.
10% more call options, than puts
Call options by funds: $1.32B | Put options by funds: $1.2B
4% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 91
1% less funds holding
Funds holding: 2,231 → 2,212 (-19)
0.86% less ownership
Funds ownership: 60.8% → 59.93% (-0.86%)
4% less capital invested
Capital invested by funds: $121B → $117B (-$4.48B)
13% less funds holding in top 10
Funds holding in top 10: 151 → 132 (-19)
24% less repeat investments, than reductions
Existing positions increased: 824 | Existing positions reduced: 1,091
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$559M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$381M |
| 3 |
BlackRock
New York
|
+$267M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$237M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$232M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$844M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$656M |
| 3 |
Barclays
London,
United Kingdom
|
-$296M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$244M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$225M |
PG Hedge Fund Activity: Q2 2018 in Review
2,212 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2018, worth a combined $117B — down 3.7% from $121B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new PG positions and 91 closed out — a net gain of 4 holders — while 824 added to existing stakes and 1,091 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $559M. The largest seller was Capital World Investors, cutting an estimated $844M.
- 2,212 institutional investors held Procter & Gamble (PG) as of Q2 2018, down from 2,231 in Q1 2018.
- Funds reported $117B of Procter & Gamble stock for Q2 2018, down 3.7% quarter-over-quarter.
- 95 funds opened new Procter & Gamble positions in Q2 2018 and 91 closed out, a net change of +4 holders.
- The largest Procter & Gamble buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $559M added.
- The largest Procter & Gamble seller in Q2 2018 was Capital World Investors, an estimated $844M sold.
Based on aggregated 13F filings for Q2 2018.