Procter & Gamble
2,423 hedge funds and large institutions have $143B invested in Procter & Gamble in 2018 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 806 increasing their positions, 1,073 reducing their positions, and 87 closing their positions.
243% more first-time investments, than exits
New positions opened: 298 | 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
14% more capital invested
Capital invested by funds: $125B → $143B (+$18B)
8% more funds holding
Funds holding: 2,234 → 2,423 (+189)
2.33% more ownership
Funds ownership: 60.39% → 62.72% (+2.3%)
25% less repeat investments, than reductions
Existing positions increased: 806 | Existing positions reduced: 1,073
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 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$288M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$197M |
| 3 |
Two Sigma Investments
New York
|
-$185M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$170M |
| 5 |
Flossbach Von Storch
Cologne,
Germany
|
-$163M |
PG Hedge Fund Activity: Q4 2018 in Review
2,423 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2018, worth a combined $143B — up 14% from $125B a quarter earlier.
Buyers outnumbered sellers: 298 funds opened new PG positions and 87 closed out — a net gain of 211 holders — while 806 added to existing stakes and 1,073 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $793M. The largest seller was Yacktman Asset Management, cutting an estimated $288M.
- 2,423 institutional investors held Procter & Gamble (PG) as of Q4 2018, up from 2,234 in Q3 2018.
- Funds reported $143B of Procter & Gamble stock for Q4 2018, up 14% quarter-over-quarter.
- 298 funds opened new Procter & Gamble positions in Q4 2018 and 87 closed out, a net change of +211 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 Yacktman Asset Management, an estimated $288M sold.
Based on aggregated 13F filings for Q4 2018.