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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
RWA
601
RGT Wealth Advisors
Texas
$7.96M +$12.8K +153 +0.2%
ACP
602
Ashfield Capital Partners
California
$7.93M -$463K -5,548 -5%
VCA
603
Verdence Capital Advisors
Maryland
$7.85M -$156K -1,873 -2%
CRB
604
Chad R. Baker
$7.82M
MERSOM
605
Municipal Employees' Retirement System of Michigan
Michigan
$7.79M
UR
606
USCA RIA
Texas
$7.75M +$2.96M +35,517 +57%
AC
607
Avestar Capital
New York
$7.72M +$190K +2,274 +2%
GI
608
GAMCO Investors
Connecticut
$7.7M -$526K -6,306 -6%
GIA
609
Guyasuta Investment Advisors
Pennsylvania
$7.68M +$384K +4,608 +5%
BCM
610
BTR Capital Management
California
$7.67M +$1.41M +16,902 +21%
SFM
611
Stack Financial Management
Montana
$7.67M +$139K +1,670 +2%
AMI
612
Amica Mutual Insurance
Rhode Island
$7.66M -$556K -6,672 -6%
LA
613
Lynch & Associates
Indiana
$7.66M +$105K +1,258 +1%
SSB
614
Sandy Spring Bank
Maryland
$7.65M -$525K -6,296 -6%
SWK
615
Stephen W. Kidder
$7.62M -$367K -4,397 -4%
QCG
616
Quadrant Capital Group
Ohio
$7.59M -$430K -5,159 -5%
CWM
617
Cornerstone Wealth Management
Missouri
$7.58M -$443K -5,318 -5%
CCM
618
Condor Capital Management
New Jersey
$7.58M +$8.75K +105 +0.1%
ST
619
Smithfield Trust
Pennsylvania
$7.57M +$76.7K +920 +1%
M
620
MOTCO
Texas
$7.57M +$384K +4,608 +5%
CIC
621
Carnegie Investment Counsel
Ohio
$7.57M -$564K -6,765 -6%
WIA
622
Wealthstreet Investment Advisors
Texas
$7.56M +$144K +1,728 +2%
SWP
623
Stratos Wealth Partners
Ohio
$7.53M +$787K +9,437 +11%
MCM
624
Murphy Capital Management
New Jersey
$7.49M -$75.3K -903 -0.9%
BMO
625
Beck Mack & Oliver
New York
$7.48M -$809K -9,698 -9%

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.