We are live on ! Find out more
PG icon

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
WIC
901
Whitegate Investment Counselors
New Hampshire
$3.77M -$15.2K -182 -0.4%
LBC
902
Lowe Brockenbrough & Co
Virginia
$3.77M +$141K +1,690 +4%
TF
903
Tompkins Financial
New York
$3.75M +$130K +1,564 +3%
AF
904
Aldebaran Financial
$3.74M +$14K +168 +0.4%
CICI
905
Capital Investment Counsel Inc
North Carolina
$3.73M +$608K +7,295 +18%
SAS
906
Stelac Advisory Services
New York
$3.71M +$3.9M +46,833 New
MHIM
907
MacNealy Hoover Investment Management
Ohio
$3.71M -$94.4K -1,132 -2%
SIM
908
Sonora Investment Management
Arizona
$3.7M +$676K +8,109 +21%
PBO
909
Peoples Bank (Ohio)
Ohio
$3.69M -$310K -3,719 -7%
TAM
910
Tiverton Asset Management
Delaware
$3.69M +$3.88M +46,496 New
SFG
911
SNS Financial Group
Minnesota
$3.67M -$230K -2,764 -6%
WFG
912
Wills Financial Group
Virginia
$3.67M +$275K +3,297 +8%
CC
913
Cognios Capital
Kansas
$3.67M +$279K +3,341 +8%
MSAM
914
Moloney Securities Asset Management
Missouri
$3.65M +$185K +2,221 +5%
RWM
915
Rench Wealth Management
Texas
$3.64M -$14K -168 -0.4%
DLCIG
916
D.L. Carlson Investment Group
New Hampshire
$3.63M +$117K +1,402 +3%
HFS
917
Haverford Financial Services
Pennsylvania
$3.63M -$47.6K -571 -1%
PI
918
Pettee Investors
Connecticut
$3.62M -$4.84K -58 -0.1%
IHL
919
Investment House LLC
California
$3.61M -$4.75K -57 -0.1%
AC
920
Alley Company
Illinois
$3.6M +$57.5K +690 +2%
EGM
921
Engineers Gate Manager
New York
$3.6M +$3.47M +41,664 +1,133%
CTA
922
Chesley Taft & Associates
Illinois
$3.59M -$476K -5,706 -11%
PT
923
Plimoth Trust
Massachusetts
$3.58M +$241K +2,896 +7%
SC
924
Saybrook Capital
North Carolina
$3.57M -$1.29M -15,503 -26%
BOIA
925
Bush ODonnell Investment Advisors
Missouri
$3.57M -$1.71M -20,544 -31%

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.