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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
ESCM
551
Echo Street Capital Management
New York
$9.44M +$9.92M +119,029 New
WTC
552
WhitTier Trust Company
Nevada
$9.39M +$481K +5,775 +5%
WIC
553
Wilkins Investment Counsel
Massachusetts
$9.31M +$61.3K +735 +0.6%
BCA
554
Bernzott Capital Advisors
California
$9.3M +$4.21M +50,480 +75%
SGI
555
Summit Global Investments
Utah
$9.29M +$512K +6,140 +6%
ACM
556
Argent Capital Management
Missouri
$9.28M -$236K -2,825 -2%
AIP
557
Ameritas Investment Partners
Nebraska
$9.2M -$1.07M -12,796 -10%
PAG
558
Private Advisor Group
New Jersey
$9.18M -$1.79M -21,451 -16%
MIA
559
MainStreet Investment Advisors
Illinois
$9.15M +$322K +3,866 +3%
GHCM
560
Glen Harbor Capital Management
California
$9.13M -$2.13M -25,536 -18%
AF
561
Ally Financial
Michigan
$9.12M +$2.08M +25,000 +28%
UIM
562
USS Investment Management
United Kingdom
$9.11M +$10.5M +126,000 New
NP
563
NS Partners
United Kingdom
$9.1M -$63.9K -767 -0.7%
FNT
564
First National Trust
Pennsylvania
$9.09M -$2.07M -24,813 -18%
TWM
565
Torch Wealth Management
Ohio
$9.09M -$1.02M -12,216 -10%
FHA
566
First Horizon Advisors
Tennessee
$9.06M -$1.33K -16 -0%
FBP
567
Flippin Bruce & Porter
Virginia
$9.05M +$446K +5,350 +5%
LM
568
Lincluden Management
Ontario, Canada
$9.05M -$500K -6,000 -5%
TCM
569
Tufton Capital Management
Maryland
$9.02M +$385K +4,618 +4%
PMG
570
ProVise Management Group
Florida
$8.99M +$864K +10,362 +10%
QC
571
Quadrature Capital
United Kingdom
$8.95M +$7.22M +86,539 +329%
SPIA
572
Steward Partners Investment Advisory
New York
$8.94M +$383K +4,594 +4%
LNB
573
Ledyard National Bank
$8.87M +$225K +2,701 +2%
CCT
574
Country Club Trust
Missouri
$8.74M +$4.48M +53,772 +95%
RAM
575
RWC Asset Management
United Kingdom
$8.74M

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.