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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
KFP
701
Keystone Financial Planning
Ohio
$6.27M +$470K +5,641 +8%
II
702
IFM Investors
Australia
$6.26M +$625K +7,494 +10%
RC
703
Randolph Company
Ohio
$6.26M -$21.4M -257,230 -77%
RSVP
704
Ramsay Stattman Vela & Price
Colorado
$6.25M -$239K -2,870 -4%
H
705
HoyleCohen
California
$6.23M -$58.9K -706 -0.9%
LS
706
Livforsakringsbolaget Skandia
Sweden
$6.22M
VFM
707
Viking Fund Management
North Dakota
$6.18M
DY
708
Dowling & Yahnke
California
$6.17M -$123K -1,474 -2%
VC
709
Vestor Capital
Illinois
$6.17M +$441K +5,292 +7%
LFA
710
Legacy Financial Advisors
Kentucky
$6.16M -$393K -4,714 -6%
JWBC
711
J.W. Burns & Co
New York
$6.15M -$191K -2,294 -3%
HAG
712
HighPoint Advisor Group
Illinois
$6.14M -$27.1K -325 -0.4%
CFSG
713
Community Financial Services Group
Vermont
$6.14M +$34.4K +413 +0.5%
AP
714
Appleton Partners
Massachusetts
$6.13M -$83.4K -1,000 -1%
GSBTD
715
Glenview State Bank Trust Department
Illinois
$6.11M -$50K -600 -0.8%
EFS
716
Essex Financial Services
Connecticut
$6.06M -$276K -3,313 -4%
BCM
717
BTC Capital Management
Iowa
$6.05M -$527K -6,319 -8%
CCFCSB
718
Cape Cod Five Cents Savings Bank
Massachusetts
$6.04M -$866K -10,382 -12%
RA
719
Royce & Associates
New York
$6.03M -$167K -2,000 -3%
UFG
720
United Fire Group
Iowa
$6.03M
LRPA
721
L. Roy Papp & Associates
Arizona
$6M +$120K +1,439 +2%
HCM
722
Hutner Capital Management
Vermont
$5.98M +$103K +1,231 +2%
BII
723
Bainco International Investors
Massachusetts
$5.97M +$74.6K +895 +1%
BIC
724
Beach Investment Counsel
Pennsylvania
$5.95M -$205K -2,458 -3%
PJSIMP
725
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.92M +$93K +1,115 +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.