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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
SFS
976
Strategic Financial Services
New York
$3.24M -$19.8K -238 -0.6%
MYLI
977
Meiji Yasuda Life Insurance
Japan
$3.24M -$203K -2,432 -6%
FIM
978
Freedom Investment Management
Connecticut
$3.22M +$240K +2,881 +8%
AIS
979
Accurate Investment Solutions
Pennsylvania
$3.22M +$164K +1,964 +5%
OA
980
Outfitter Advisors
Virginia
$3.22M +$828K +9,930 +32%
BB
981
Bell Bank
North Dakota
$3.2M +$102K +1,228 +3%
FAM
982
Fred Alger Management
New York
$3.19M
SCM
983
Schnieders Capital Management
California
$3.18M -$413K -4,958 -11%
ZB
984
Zions Bancorporation
Utah
$3.17M -$89.6K -1,075 -3%
BCCM
985
Bridge Creek Capital Management
Massachusetts
$3.17M +$233K +2,793 +8%
BC
986
Brinker Capital
Pennsylvania
$3.16M +$1.52M +18,233 +84%
SHCM
987
Stokes & Hubbell Capital Management
Louisiana
$3.15M +$24.7K +296 +0.7%
DLA
988
Douglas Lane & Associates
New York
$3.15M -$24.1K -289 -0.7%
BCM
989
BlueCrest Capital Management
Jersey
$3.14M +$3.3M +39,622 New
BP
990
BBR Partners
New York
$3.13M -$836K -10,030 -29%
KLWA
991
Kelly Lawrence W & Associates
California
$3.13M +$25K +300 +0.8%
IR
992
IAT Reinsurance
New York
$3.12M -$16.2M -194,500 -83%
JIM
993
Jupiter Investment Management
United Kingdom
$3.12M +$1.98M +23,694 +151%
EM
994
Excalibur Management
Massachusetts
$3.12M +$119K +1,428 +4%
BAPIM
995
British Airways Pensions Investment Management
United Kingdom
$3.12M +$3.28M +39,316 New
CCT
996
Capital City Trust
Florida
$3.12M -$63.9K -767 -2%
AAC
997
Asset Advisors Corp
Georgia
$3.12M -$3.17M -37,995 -49%
ADBIC
998
A.D. Beadell Investment Counsel
Wisconsin
$3.1M -$58.1K -697 -2%
BA
999
Boston Advisors
Massachusetts
$3.09M -$6.36M -76,233 -66%
BMC
1000
Beaton Management Company
Massachusetts
$3.09M -$141K -1,690 -4%

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.