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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
FCM
776
Flinton Capital Management
Pennsylvania
$5.22M -$1.22M -14,592 -18%
OPTFSNA
777
Old Point Trust & Financial Services N A
Virginia
$5.19M +$88.7K +1,064 +2%
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$5.19M -$32.9K -395 -0.6%
EWM
779
Evercore Wealth Management
New York
$5.19M -$290K -3,475 -5%
LWS
780
Lucia Wealth Services
California
$5.15M -$947K -11,361 -15%
SIC
781
Starr International Company
Switzerland
$5.14M +$7.54M +90,408 +301%
CHC
782
City Holding Co
West Virginia
$5.13M +$237K +2,848 +5%
CWS
783
Cypress Wealth Services
California
$5.13M -$31.7K -380 -0.6%
CA
784
Cornerstone Advisors
North Carolina
$5.08M
DWT
785
Dorsey & Whitney Trust
South Dakota
$5.03M -$211K -2,525 -4%
WIC
786
Woodmont Investment Counsel
Tennessee
$5.02M +$58.6K +703 +1%
OIM
787
Opus Investment Management
Massachusetts
$4.99M
PCM
788
Palouse Capital Management
Washington
$4.98M +$8.09K +97 +0.2%
BIA
789
Biondo Investment Advisors
Pennsylvania
$4.97M +$5.01M +60,050 +2,224%
CAM
790
Cypress Asset Management
Texas
$4.96M -$2.61M -31,314 -33%
SPC
791
Sigma Planning Corp
Michigan
$4.96M +$30.9K +371 +0.6%
ZCA
792
Zeke Capital Advisors
Pennsylvania
$4.93M +$1.14M +13,711 +28%
WAOTB
793
Wealth Advisors of Tampa Bay
Florida
$4.92M +$1.22M +14,605 +31%
PWM
794
Patriot Wealth Management
Texas
$4.92M +$136K +1,637 +3%
SB
795
Simmons Bank
Arkansas
$4.91M +$688K +8,250 +15%
RIM
796
Regent Investment Management
Kentucky
$4.9M +$745K +8,940 +17%
RIA
797
Regal Investment Advisors
Michigan
$4.89M +$123K +1,479 +2%
BIM
798
Bridges Investment Management
Nebraska
$4.88M +$784K +9,402 +18%
DBT
799
Dubuque Bank & Trust
Iowa
$4.85M +$446K +5,347 +10%
SC
800
Savant Capital
Illinois
$4.8M -$99.8K -1,197 -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.