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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
CT
651
Cambridge Trust
Massachusetts
$7.02M -$589K -7,070 -7%
MIM
652
Marco Investment Management
Georgia
$6.94M +$113K +1,351 +2%
WG
653
Winton Group
United Kingdom
$6.93M -$9.09M -109,038 -55%
CIC
654
Cutler Investment Counsel
Oregon
$6.92M -$4.67K -56 -0.1%
APFBOT
655
Amica Pension Fund Board of Trustees
Rhode Island
$6.92M -$397K -4,763 -5%
GT
656
Greenleaf Trust
Michigan
$6.91M -$12.8K -154 -0.2%
FCBT
657
First Citizens Bank & Trust
North Carolina
$6.9M +$198K +2,377 +3%
HBT
658
Hills Bank & Trust
Iowa
$6.86M -$132K -1,578 -2%
BPCE
659
Bank Pictet & Cie (Europe)
Germany
$6.84M -$6.92M -82,967 -49%
BAC
660
Boys Arnold & Co
North Carolina
$6.83M -$96.3K -1,155 -1%
TSS
661
Thomas Story & Son
Indiana
$6.82M -$58.4K -700 -0.8%
TNBTD
662
Trustmark National Bank Trust Department
Mississippi
$6.82M -$102K -1,220 -1%
FNB
663
Farmers National Bank
Kentucky
$6.81M -$231K -2,774 -3%
KCP
664
KDI Capital Partners
North Carolina
$6.8M +$3.85M +46,178 +117%
WF
665
WealthTrust Fairport
Ohio
$6.79M -$501K -6,008 -7%
SWM
666
SVA Wealth Management
Wisconsin
$6.78M +$91.8K +1,101 +1%
AT
667
Argent Trust
Texas
$6.76M +$220K +2,643 +3%
NCM
668
Narwhal Capital Management
Georgia
$6.76M +$1.7M +20,381 +31%
I
669
IberiaBank
Louisiana
$6.73M -$663K -7,954 -9%
HA
670
Harfst & Associates
Wyoming
$6.71M +$15.3K +183 +0.2%
LIC
671
Lodestar Investment Counsel
Illinois
$6.7M -$2.86M -34,307 -29%
Cerity Partners
672
Cerity Partners
New York
$6.69M +$91.4K +1,096 +1%
W
673
Wealthfront
California
$6.68M +$83.7K +1,004 +1%
SIRP
674
Shelter Insurance Retirement Plan
Missouri
$6.67M
CIA
675
CCM Investment Advisers
South Carolina
$6.67M -$753K -9,033 -10%

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.