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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
VST
851
Van Strum & Towne
California
$4.32M -$31.4K -377 -0.7%
GEM
852
Global Endowment Management
North Carolina
$4.31M +$4.54M +54,400 New
TSW
853
Thompson Siegel & Walmsley
Virginia
$4.31M +$8.75K +105 +0.2%
LWAC
854
Laurel Wealth Advisors (California)
California
$4.3M -$635K -7,618 -12%
SFG
855
Summit Financial Group
West Virginia
$4.3M +$186K +2,227 +4%
NCM
856
Nelson Capital Management
California
$4.3M +$40.8K +489 +0.9%
KPCM
857
Kings Point Capital Management
New York
$4.29M +$318K +3,819 +8%
HGWM
858
Harvest Group Wealth Management
Massachusetts
$4.28M +$223K +2,677 +5%
DSC
859
Duncker Streett & Co
Missouri
$4.28M -$107K -1,280 -2%
FNBTCON
860
First National Bank & Trust Co of Newtown
Pennsylvania
$4.27M +$4.59K +55 +0.1%
AIM
861
Allen Investment Management
New York
$4.26M -$69.8K -837 -2%
CA
862
Clearstead Advisors
Ohio
$4.26M -$132K -1,586 -3%
AI
863
Atria Investments
North Carolina
$4.26M -$911K -10,932 -17%
EHC
864
Everett Harris & Co
California
$4.25M +$19.3K +231 +0.4%
WTFG
865
Wells Trecaso Financial Group
Ohio
$4.23M +$235K +2,824 +6%
UWPG
866
Ullmann Wealth Partners Group
Florida
$4.21M
MCG
867
McCollum Christoferson Group
New York
$4.2M +$73.7K +884 +2%
SCM
868
Salem Capital Management
Massachusetts
$4.2M -$108K -1,297 -2%
GRQ
869
Gardner Russo & Quinn
Pennsylvania
$4.19M -$631K -7,564 -13%
IAM
870
Impax Asset Management
New Hampshire
$4.17M +$1.41M +16,908 +47%
FAT
871
First American Trust
California
$4.13M -$2.5M -30,034 -37%
MCM
872
Maryland Capital Management
Maryland
$4.13M +$168K +2,020 +4%
BOC
873
Barbara Oil Co
Illinois
$4.12M
NSIM
874
North Star Investment Management
Illinois
$4.12M +$155K +1,864 +4%
YIA
875
YHB Investment Advisors
Connecticut
$4.11M -$229K -2,747 -5%

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.