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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
AF
876
Arrow Financial
New York
$4.08M -$96.9K -1,162 -2%
BHC
877
Bowen Hanes & Co
Florida
$4.07M -$72.5K -870 -2%
CG
878
Caprock Group
Idaho
$4.06M -$183K -2,200 -4%
FPFS
879
First Personal Financial Services
North Carolina
$4.05M -$231K -2,771 -5%
JFGIW
880
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.04M +$46.3K +555 +1%
AIC
881
Argus Investors Counsel
New York
$4.04M -$105K -1,256 -3%
CAL
882
Capital Analysts LLC
Pennsylvania
$4.01M -$244K -2,932 -7%
FPTW
883
Franklin, Parlapiano, Turner & Welch
Texas
$4.01M +$32.8K +394 +0.8%
AWM
884
Altavista Wealth Management
North Carolina
$3.98M +$364K +4,368 +10%
HWA
885
HCR Wealth Advisors
California
$3.96M +$7.59K +91 +0.2%
BIP
886
Brandes Investment Partners
California
$3.96M +$126K +1,511 +3%
CFC
887
Cincinnati Financial Corp
Ohio
$3.96M
MI
888
Markston International
New York
$3.95M -$32.3K -387 -0.8%
WA
889
WBH Advisory
Maryland
$3.93M +$103K +1,236 +3%
LNWWM
890
Laird Norton Wetherby Wealth Management
California
$3.93M -$148K -1,777 -3%
DCM
891
Delta Capital Management
New Jersey
$3.9M -$35.9K -430 -0.9%
PTB
892
Pioneer Trust Bank
Oregon
$3.9M -$15K -180 -0.4%
AMIM
893
Aull & Monroe Investment Management
Alabama
$3.88M +$33.3K +400 +0.8%
BC
894
Blackhill Capital
New Jersey
$3.87M
CCMINC
895
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.84M -$84.6K -1,015 -2%
DCM
896
Decatur Capital Management
Georgia
$3.82M -$119K -1,431 -3%
NWP
897
Northstar Wealth Partners
Connecticut
$3.82M +$2M +24,021 +99%
FMWA
898
Forvis Mazars Wealth Advisors
Missouri
$3.82M +$23.3K +280 +0.6%
WAM
899
Wealthspire Advisors (Maryland)
Maryland
$3.79M -$140K -1,681 -3%
AIA
900
Allied Investment Advisors
Montana
$3.78M +$180K +2,162 +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.