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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
MJP
676
Michael J. Puzo
$6.67M -$142K -1,699 -2%
SGCA
677
Steel Grove Capital Advisors
Tennessee
$6.65M -$1.36M -16,298 -16%
1SB
678
1ST Source Bank
Indiana
$6.63M -$473K -5,678 -6%
Assenagon Asset Management
679
Assenagon Asset Management
Luxembourg
$6.57M +$1.38M +16,593 +25%
CWM
680
Calamos Wealth Management
Illinois
$6.57M +$147K +1,766 +2%
CPO
681
Cerity Partners OCIO
New York
$6.57M +$977K +11,723 +16%
TH
682
TCTC Holdings
Texas
$6.55M +$672K +8,065 +11%
FLPIM
683
F.L. Putnam Investment Management
Massachusetts
$6.54M -$372K -4,460 -5%
PWW
684
Pettyjohn Wood & White
Virginia
$6.52M +$150K +1,794 +2%
BFEC
685
Benjamin F. Edwards & Company
Missouri
$6.48M +$275K +3,303 +4%
BFIM
686
Beese Fulmer Investment Management
Ohio
$6.44M -$227K -2,717 -3%
CCM
687
Catawba Capital Management
Virginia
$6.42M -$181K -2,167 -3%
BAS
688
Brown Advisory Securities
Maryland
$6.41M -$194K -2,325 -3%
VFA
689
Voya Financial Advisors
Connecticut
$6.4M -$367K -4,398 -5%
PDN
690
Pensionfund DSM Netherlands
Netherlands
$6.37M -$892K -10,700 -12%
Mirae Asset Global Investments
691
Mirae Asset Global Investments
South Korea
$6.36M +$1.21M +14,500 +22%
CK
692
Cohen Klingenstein
New York
$6.35M
DP
693
Dearborn Partners
Illinois
$6.34M -$59.8K -717 -0.9%
VWM
694
Venturi Wealth Management
Texas
$6.34M +$159K +1,913 +2%
MCM
695
MAI Capital Management
Ohio
$6.34M -$245K -2,939 -4%
CVSCT
696
C.V. Starr & Co Trust
New York
$6.34M
FAAS
697
First Allied Advisory Services
California
$6.32M +$352K +4,216 +6%
PFPT
698
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.32M -$507K -6,085 -7%
MGIA
699
Matthew Goff Investment Advisor
Texas
$6.28M +$221K +2,645 +3%
TIM
700
Thompson Investment Management
Wisconsin
$6.27M +$38.8K +465 +0.6%

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.