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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
CA
426
Cullinan Associates
Kentucky
$14.1M -$3.11M -37,278 -17%
OC
427
Oppenheimer & Co
New York
$14M +$506K +6,075 +4%
CCM
428
Covington Capital Management
California
$13.9M -$1.4M -16,734 -9%
SF
429
Synovus Financial
Georgia
$13.9M +$411K +4,927 +3%
CEP
430
Chicago Equity Partners
Illinois
$13.9M -$2.59M -31,030 -15%
SCM
431
Sterling Capital Management
North Carolina
$13.9M -$439K -5,261 -3%
Daiwa Securities Group
432
Daiwa Securities Group
Japan
$13.8M +$24.2K +290 +0.2%
PL
433
Parthenon LLC
Kentucky
$13.8M +$146K +1,746 +1%
PAM
434
Palisade Asset Management
Minnesota
$13.7M +$2.2M +26,410 +18%
FFIC
435
First Fiduciary Investment Counsel
Ohio
$13.6M -$229K -2,751 -2%
CIM
436
Confluence Investment Management
Missouri
$13.5M +$599K +7,181 +4%
NAMA
437
Nikko Asset Management Americas
New York
$13.4M -$20M -239,533 -59%
PG
438
Pendal Group
Australia
$13.4M +$69.9K +838 +0.5%
GAM
439
Guinness Asset Management
United Kingdom
$13.4M +$2.95M +35,330 +26%
CDH
440
Charles D. Hyman
$13.4M +$18.3K +220 +0.1%
NIM
441
Northeast Investment Management
Massachusetts
$13.3M -$837K -10,042 -6%
GGI
442
Godsey & Gibb Inc
Virginia
$13.1M +$1.09M +13,062 +9%
BA
443
Bennicas & Associates
California
$13.1M +$780K +9,351 +6%
KFS
444
Kurt F. Somerville
$13.1M -$644K -7,730 -4%
HCMT
445
Highland Capital Management (Tennessee)
Tennessee
$12.9M -$493K -5,910 -4%
ACI
446
Alpha Cubed Investments
California
$12.8M -$5.23M -62,691 -28%
ABTD
447
Arvest Bank Trust Division
Oklahoma
$12.8M -$20.6K -247 -0.2%
BPCA
448
Bank Pictet & Cie (Asia)
Singapore
$12.8M +$1.08M +13,000 +9%
SBWM
449
Sunflower Bank Wealth Management
Arizona
$12.7M +$834 +10 +0%
WSFS
450
Wilmington Savings Fund Society
Delaware
$12.7M -$30.4K -365 -0.2%

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.