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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
Truist Financial
301
Truist Financial
North Carolina
$27M -$704K -8,444 -2%
SRAM
302
Stone Ridge Asset Management
New York
$27M +$2.12M +25,412 +8%
NI
303
Nuance Investments
Missouri
$26.9M -$44.9M -539,114 -61%
PI
304
PineBridge Investments
New York
$26.8M +$4.71M +56,535 +20%
SDIC
305
South Dakota Investment Council
South Dakota
$26.7M -$27.1K -325 -0.1%
OWD
306
Osborn Williams & Donohoe
Ohio
$26.4M +$36.9K +442 +0.1%
Creative Planning
307
Creative Planning
Kansas
$26.4M +$114K +1,365 +0.4%
GT
308
Glenview Trust
Kentucky
$26.2M -$333K -3,990 -1%
JCM
309
Janney Capital Management
Pennsylvania
$25.8M -$425K -5,092 -2%
SG Americas Securities
310
SG Americas Securities
New York
$25.7M -$13.2M -158,677 -33%
MOACM
311
Mutual of America Capital Management
New York
$25.6M +$148K +1,776 +0.6%
BFS
312
Bradley Foster & Sargent
Connecticut
$25.2M -$1.26M -15,099 -5%
AII
313
AGF Investments Inc
Ontario, Canada
$25.2M -$3.18M -38,161 -11%
AB
314
Amalgamated Bank
New York
$25.1M -$525K -6,291 -2%
Berkshire Hathaway
315
Berkshire Hathaway
Nebraska
$25M
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7M +$684K +8,204 +3%
BF
317
BOK Financial
Oklahoma
$24.4M +$1.02M +12,250 +4%
WBC
318
Westpac Banking Corp
Australia
$24.3M +$2.27M +27,260 +10%
FFBTD
319
First Financial Bank - Trust Division
Ohio
$23.9M +$599K +7,190 +2%
DnB Asset Management
320
DnB Asset Management
Norway
$23.8M +$1.87M +22,400 +8%
NLI
321
Nippon Life Insurance
Japan
$23.7M
VDI
322
Vaughan David Investments
Illinois
$23.7M +$647K +7,761 +3%
BNP Paribas Asset Management
323
BNP Paribas Asset Management
France
$23.5M +$2.51M +30,055 +11%
ABC
324
Associated Banc-Corp
Wisconsin
$23.3M +$878K +10,530 +4%
CCM
325
Compass Capital Management
Minnesota
$23.3M +$2.39M +28,625 +11%

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.