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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
FPB
801
First PREMIER Bank
South Dakota
$4.79M +$15.3K +183 +0.3%
SPC
802
Salient Private Client
Texas
$4.78M +$790K +9,470 +19%
NEAM
803
New England Asset Management
Connecticut
$4.75M +$192K +2,300 +4%
NME
804
Notis-McConarty Edward
$4.74M -$83K -995 -2%
LW
805
Linscomb Wealth
Texas
$4.71M +$227K +2,723 +5%
HIC
806
Harvey Investment Company
Kentucky
$4.7M -$55.6K -667 -1%
CCP
807
Corient Capital Partners
California
$4.69M -$10.3K -123 -0.2%
IRF
808
IBM Retirement Fund
New York
$4.67M -$634K -7,605 -11%
FFWA
809
FRG Family Wealth Advisors
Washington
$4.67M +$81.3K +975 +2%
EVM
810
Evelyn V. Moreno
$4.64M +$44.6K +535 +0.9%
NC
811
Northpointe Capital
Michigan
$4.64M -$2.58M -30,929 -35%
OSNBOA
812
Old Second National Bank of Aurora
Illinois
$4.63M +$63.9K +767 +1%
CAMG
813
CWA Asset Management Group
Florida
$4.63M +$976K +11,704 +25%
TFA
814
Toth Financial Advisory
Virginia
$4.62M -$91.9K -1,102 -2%
IAA
815
Independent Advisor Alliance
North Carolina
$4.62M +$418K +5,016 +9%
CC
816
Courier Capital
New York
$4.62M -$100K -1,199 -2%
GIA
817
GHP Investment Advisors
Colorado
$4.62M -$64.3K -771 -1%
MDCM
818
Morgan Dempsey Capital Management
Wisconsin
$4.6M -$7.5K -90 -0.2%
EOJOAM
819
E. Ohman J:or Asset Management
Sweden
$4.59M -$317K -3,800 -6%
PS
820
Pensionfund Sabic
Netherlands
$4.59M +$992K +11,900 +26%
CT
821
Coastline Trust
Rhode Island
$4.59M -$196K -2,345 -4%
FM
822
Foster & Motley
Ohio
$4.58M -$328K -3,934 -6%
VV
823
Verity & Verity
South Carolina
$4.58M +$52.3K +627 +1%
KRSITF
824
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.58M -$830K -9,955 -15%
CC
825
ClearArc Capital
Ohio
$4.55M -$44.8K -537 -0.9%

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.