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Procter & Gamble

2,231 hedge funds and large institutions have $121B invested in Procter & Gamble in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 882 increasing their positions, 1,076 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.11B

0.17% less ownership

Funds ownership: 60.97%60.8% (-0.17%)

2% less funds holding

Funds holding: 2,2752,231 (-44)

15% less capital invested

Capital invested by funds: $142B → $121B (-$20.6B)

17% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 113

18% less repeat investments, than reductions

Existing positions increased: 882 | Existing positions reduced: 1,076

32% less funds holding in top 10

Funds holding in top 10: 223151 (-72)

Holders
2,231
Holders Change
-44
Holders Change %
-1.93%
% of All Funds
51.12%
Holding in Top 10
151
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-32.29%
% of All Funds
3.46%
New
94
Increased
882
Reduced
1,076
Closed
113
Calls
$1.12B
Puts
$1.11B
Net Calls
+$9.92M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Achmea Investment Management
Netherlands
$31.8M -$4.94M -59,277 -13%
BTW
277
Boston Trust Walden
Massachusetts
$31.6M -$1.35M -16,204 -4%
MSV
278
MN Services Vermogensbeheer
Netherlands
$31.6M +$91.7K +1,100 +0.3%
ZIG
279
Zurich Insurance Group
Switzerland
$31.5M -$3.55M -42,530 -10%
CIM
280
Corda Investment Management
Texas
$31.5M +$14.2M +170,661 +75%
MLICM
281
Metropolitan Life Insurance Company (MetLife)
New York
$31.4M -$182K -2,183 -0.5%
Arrowstreet Capital
282
Arrowstreet Capital
Massachusetts
$31.2M +$13M +155,700 +65%
HPC
283
HM Payson & Co
Maine
$31.2M -$5.29M -63,480 -14%
Treasurer of the State of North Carolina
284
Treasurer of the State of North Carolina
North Carolina
$31.1M +$32.1M +384,752 +5,262%
SIM
285
Sadoff Investment Management
Wisconsin
$31M -$83.4K -1,000 -0.3%
BA
286
Bridgewater Associates
Connecticut
$30.9M +$22.6M +270,510 +226%
EIM
287
ExxonMobil Investment Management
Texas
$30.6M -$1.6M -19,221 -5%
BBHC
288
Brown Brothers Harriman & Co
New York
$30.2M -$1.09M -13,045 -3%
CCMG
289
Clark Capital Management Group
Pennsylvania
$29.9M +$4.42M +53,058 +16%
ISL
290
Ingalls & Snyder LLC
New York
$29.6M -$825K -9,891 -3%
PSUF
291
People's United Financial
Connecticut
$29.1M -$3.64M -43,614 -11%
FAM
292
Formidable Asset Management
Ohio
$28.8M -$86.9K -1,042 -0.3%
Baillie Gifford & Co
293
Baillie Gifford & Co
United Kingdom
$28.6M -$49.1K -589 -0.2%
Millennium Management
294
Millennium Management
New York
$28.2M +$4.58M +54,921 +18%
MSA
295
Mason Street Advisors
Wisconsin
$27.8M -$314K -3,761 -1%
GF
296
Gabelli Funds
New York
$27.7M -$792K -9,500 -3%
SW
297
SVB Wealth
Massachusetts
$27.6M -$830K -9,958 -3%
PCA
298
Personal Capital Advisors
California
$27.6M -$2.12M -25,403 -7%
MWAC
299
Mariner Wealth Advisors (Cincinnati)
Ohio
$27.6M +$2.79M +33,423 +11%
MPI
300
Mairs & Power Inc
Minnesota
$27.5M +$546K +6,548 +2%

PG Hedge Fund Activity: Q1 2018 in Review

2,231 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2018, worth a combined $121B — down 15% from $142B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of PG and 94 opened new positions — a net loss of 19 holders — while 1,076 trimmed existing stakes and 882 added.

The largest buyer was Franklin Resources, adding an estimated $360M. The largest seller was Capital World Investors, cutting an estimated $715M.

  • 2,231 institutional investors held Procter & Gamble (PG) as of Q1 2018, down from 2,275 in Q4 2017.
  • Funds reported $121B of Procter & Gamble stock for Q1 2018, down 15% quarter-over-quarter.
  • 94 funds opened new Procter & Gamble positions in Q1 2018 and 113 closed out, a net change of -19 holders.
  • The largest Procter & Gamble buyer in Q1 2018 was Franklin Resources, an estimated $360M added.
  • The largest Procter & Gamble seller in Q1 2018 was Capital World Investors, an estimated $715M sold.

Based on aggregated 13F filings for Q1 2018.