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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
HAIM
826
Hunter Associates Investment Management
Pennsylvania
$4.55M -$1.25K -15 -0%
KCPG
827
Kavar Capital Partners Group
Kansas
$4.53M +$81.8K +981 +2%
MKC
828
M. Kraus & Co
Vermont
$4.53M +$104K +1,242 +2%
GCM
829
Garland Capital Management
Washington
$4.51M +$513K +6,150 +12%
MCA
830
Mercer Capital Advisers
New Jersey
$4.5M +$6.5K +78 +0.1%
WP
831
WMS Partners
Maryland
$4.48M -$735K -8,810 -13%
JIC
832
Joel Isaacson & Co
New York
$4.47M +$2.67K +32 +0.1%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$4.45M -$200K -2,400 -4%
CAG
834
Crestwood Advisors Group
Massachusetts
$4.44M -$152K -1,821 -3%
AA
835
AlphaMark Advisors
Kentucky
$4.44M +$28.9K +347 +0.6%
RCM
836
Radnor Capital Management
Pennsylvania
$4.43M +$250 +3 +0%
LSV Asset Management
837
LSV Asset Management
Illinois
$4.43M -$2.06M -24,700 -31%
FG
838
Fiduciary Group
Georgia
$4.43M -$465K -5,578 -9%
HSA
839
HBK Sorce Advisory
Pennsylvania
$4.4M +$15.1K +181 +0.3%
CIM
840
Cambria Investment Management
California
$4.38M -$890K -10,674 -16%
Wolverine Trading
841
Wolverine Trading
Illinois
$4.37M -$6.57M -78,805 -59%
JC
842
Jacobs & Co
California
$4.36M -$5.29M -63,491 -54%
RHFI
843
Reilly Herbert Faulkner III
$4.36M +$90.8K +1,089 +2%
OCM
844
Olstein Capital Management
New York
$4.36M +$1.5M +18,000 +49%
FB
845
Fulton Bank
Pennsylvania
$4.36M -$149K -1,784 -3%
AWM
846
AE Wealth Management
Kansas
$4.35M +$384K +4,604 +9%
SNT
847
Security National Trust
West Virginia
$4.33M -$143K -1,720 -3%
RIA
848
RPG Investment Advisory
California
$4.33M +$189K +2,270 +4%
ISB
849
Iowa State Bank
Iowa
$4.33M -$15.8K -189 -0.3%
BOTW
850
Bank of the West
California
$4.33M +$77.3K +927 +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.