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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
MME
351
Meag Munich Ergo
Germany
$20.7M -$144K -1,730 -0.7%
CGH
352
Crossmark Global Holdings
Texas
$20.7M -$1.17M -14,046 -5%
KIA
353
KCM Investment Advisors
California
$20.6M -$1.96M -23,554 -8%
SAM
354
Securian Asset Management
Minnesota
$20.3M -$267K -3,199 -1%
TAF
355
Tredje AP-fonden
Sweden
$20.2M -$840K -10,080 -4%
CTC
356
Central Trust Company
Missouri
$20.1M -$145K -1,741 -0.7%
RMCM
357
Reynders McVeigh Capital Management
Massachusetts
$19.8M -$7.36M -88,308 -26%
SPC
358
Stewart & Patten Company
California
$19.7M -$287K -3,443 -1%
HT
359
HighTower Trust
Texas
$19.7M -$1.2M -14,385 -5%
WIC
360
Willis Investment Counsel
Georgia
$19.4M +$517K +6,200 +3%
NMERB
361
New Mexico Educational Retirement Board
New Mexico
$19.3M -$192K -2,300 -0.9%
ZIC
362
ZWJ Investment Counsel
Georgia
$19.2M +$77.2K +926 +0.4%
FTIOP
363
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.1M -$1.23M -14,734 -6%
YL
364
YCG LLC
Texas
$19.1M +$2.96M +35,470 +17%
ACA
365
Anchor Capital Advisors
Massachusetts
$19M -$115K -1,378 -0.6%
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$18.8M +$2.15M +25,785 +12%
SC
367
Schulhoff & Co
Ohio
$18.7M -$11.7K -140 -0.1%
PA
368
Pinnacle Associates
New York
$18.5M -$434K -5,202 -2%
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$18.4M -$1.67M -20,000 -8%
SLAM
370
Swiss Life Asset Management
$18.4M -$24.9M -298,626 -56%
VanEck Associates
371
VanEck Associates
New York
$18.4M +$19.3M +231,885 New
LCM
372
Logan Capital Management
Pennsylvania
$18.4M +$9.72M +116,599 +101%
DJSG
373
D.J. St. Germain
Massachusetts
$18.3M +$915K +10,974 +5%
EB
374
Eastern Bank
Massachusetts
$18.2M -$150K -1,796 -0.8%
FCI
375
Financial Counselors Inc
Kansas
$18.2M -$275K -3,299 -1%

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.