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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
AB
926
Atlas Brown
Kentucky
$3.57M +$143K +1,715 +4%
AT
927
Arden Trust
Delaware
$3.57M -$442K -5,307 -11%
HI
928
Horizon Investments
North Carolina
$3.56M +$1.09M +13,023 +41%
IFAM
929
Institutional & Family Asset Management
Colorado
$3.56M -$576K -6,903 -13%
LPC
930
Loeb Partners Corp
New York
$3.54M -$202K -2,420 -5%
CAM
931
Columbia Asset Management
Michigan
$3.54M -$407K -4,883 -10%
BSW
932
Buckingham Strategic Wealth
Missouri
$3.54M -$183K -2,197 -5%
AMG
933
Advisors Management Group
Wisconsin
$3.54M +$79.6K +955 +2%
LBC
934
Lawrence B. Cohen
$3.53M -$22.1K -265 -0.6%
MHS
935
M Holdings Securities
Oregon
$3.52M +$104K +1,253 +3%
CFG
936
Citizens Financial Group
Rhode Island
$3.52M -$539K -6,468 -13%
NAM
937
NTV Asset Management
West Virginia
$3.52M -$118K -1,421 -3%
LCP
938
Legacy Capital Partners
Wisconsin
$3.51M -$341K -4,092 -8%
ECM
939
Everence Capital Management
Indiana
$3.5M -$478K -5,730 -11%
BFA
940
Benedict Financial Advisors
Georgia
$3.49M -$100K -1,199 -3%
AP
941
Advisor Partners
California
$3.48M -$792K -9,500 -18%
IBOK
942
Independence Bank of Kentucky
Kentucky
$3.46M +$360K +4,322 +11%
TYCC
943
Texas Yale Capital Corp
Florida
$3.46M -$49.7K -596 -1%
CYG
944
Clean Yield Group
Vermont
$3.45M -$68.9K -826 -2%
CBTWT
945
Community Bank & Trust (Waco, Texas)
Texas
$3.45M -$38.1K -457 -1%
IC
946
Intersect Capital
California
$3.45M -$111K -1,328 -3%
WC
947
Whitney & Co
New York
$3.44M +$192K +2,300 +6%
MA
948
Marshwinds Advisory
Georgia
$3.44M +$12.6K +151 +0.3%
SCM
949
Sterneck Capital Management
Missouri
$3.44M +$1.66M +19,875 +85%
PA
950
Parallel Advisors
California
$3.42M +$1.3M +15,574 +56%

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.