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 94 funds opening new positions, 825 increasing their positions, 1,090 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
3% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 91
1% less funds holding
Funds holding: 2,233 → 2,212 (-21)
4% less capital invested
Capital invested by funds: $121B → $117B (-$4.26B)
1.07% less ownership
Funds ownership: 60.73% → 59.65% (-1.1%)
12% less funds holding in top 10
Funds holding in top 10: 151 → 133 (-18)
24% less repeat investments, than reductions
Existing positions increased: 825 | Existing positions reduced: 1,090
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$381M |
| 2 |
BlackRock
New York
|
+$267M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$237M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$232M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$212M |
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 4,385 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2018, worth a combined $117B — down 3.5% from $121B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new PG positions and 91 closed out — a net gain of 3 holders — while 825 added to existing stakes and 1,090 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $381M. 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 2,233 in Q1 2018.
- Funds reported $117B of Procter & Gamble stock for Q2 2018, down 3.5% quarter-over-quarter.
- 94 funds opened new Procter & Gamble positions in Q2 2018 and 91 closed out, a net change of +3 holders.
- The largest Procter & Gamble buyer in Q2 2018 was Wellington Management Group, an estimated $381M 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.