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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
BCP
726
Blue Chip Partners
Michigan
$5.91M +$55.7K +668 +0.9%
AAM
727
AR Asset Management
California
$5.9M -$66.7K -800 -1%
BCM
728
Birmingham Capital Management
Alabama
$5.85M -$48.4K -580 -0.8%
CPA
729
Court Place Advisors
Maryland
$5.85M +$25.3K +303 +0.4%
BCM
730
Buckhead Capital Management
Georgia
$5.83M +$680K +8,155 +12%
SIG
731
Sky Investment Group
Connecticut
$5.8M +$39K +468 +0.6%
TAM
732
Taurus Asset Management
New York
$5.78M -$119K -1,423 -2%
BPM
733
Bowling Portfolio Management
Ohio
$5.77M +$2.95M +35,375 +95%
LIM
734
Leavell Investment Management
Alabama
$5.76M -$590K -7,075 -9%
ASN
735
Advisory Services Network
Georgia
$5.73M +$1.17M +14,040 +24%
PAM
736
Private Asset Management
California
$5.7M -$547K -6,564 -8%
BBI
737
Baxter Bros Inc
Connecticut
$5.67M -$316K -3,791 -5%
LJHT
738
Laurie J. Hall Trustee
$5.67M -$65K -780 -1%
PA
739
Profund Advisors
Maryland
$5.67M -$144K -1,723 -2%
SWM
740
Stockman Wealth Management
Montana
$5.6M +$945K +11,333 +19%
RWA
741
Ropes Wealth Advisors
Massachusetts
$5.58M -$68.4K -821 -1%
ECM
742
Estabrook Capital Management
New York
$5.57M -$106K -1,274 -2%
MCM
743
Monarch Capital Management
Indiana
$5.56M -$127K -1,524 -2%
NSEDCP
744
NJ State Employees Deferred Compensation Plan
New Jersey
$5.55M
CANC
745
Culbertson A N & Co
Virginia
$5.54M -$441K -5,285 -7%
BHWM
746
Bar Harbor Wealth Management
New Hampshire
$5.54M -$1.14M -13,637 -16%
FMBTD
747
First Midwest Bank Trust Division
Illinois
$5.5M -$796K -9,548 -12%
CB
748
Community Bank
New York
$5.48M +$25.1K +301 +0.4%
PTC
749
Petrus Trust Company
Texas
$5.47M +$585K +7,020 +11%
TCOT
750
Trust Company of Toledo
Ohio
$5.46M -$104K -1,244 -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.