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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
GH
1001
GAM Holding
Switzerland
$3.09M -$306K -3,670 -9%
RFM
1002
Royal Fund Management
Florida
$3.04M -$3.15M -37,760 -50%
CCM
1003
Compton Capital Management
Rhode Island
$3.03M +$14.6K +175 +0.5%
WAM
1004
Weatherly Asset Management
California
$3.02M -$150K -1,802 -5%
BRM
1005
Boston Research & Management
Massachusetts
$3.02M +$434K +5,205 +16%
CWP
1006
Capital Wealth Planning
Florida
$3M +$1.31M +15,715 +71%
DIP
1007
DT Investment Partners
Pennsylvania
$3M +$292K +3,500 +10%
CBOR
1008
Community Bank of Raymore
Missouri
$2.98M +$10.8K +130 +0.3%
PL
1009
Plancorp LLC
Missouri
$2.98M -$68.2K -818 -2%
CCC
1010
Chelsea Counsel Company
California
$2.98M -$531K -6,363 -14%
RP
1011
Rice Partnership
Hawaii
$2.94M -$45.7K -548 -1%
FAF
1012
Första AP-fonden
Sweden
$2.93M -$3.91M -46,887 -56%
EWM
1013
Empirical Wealth Management
Washington
$2.93M +$268K +3,217 +10%
HVIA
1014
Hudson Valley Investment Advisors
New York
$2.92M -$148K -1,773 -5%
COI
1015
Connable Office Inc
Michigan
$2.91M +$566K +6,786 +23%
AW
1016
ACG Wealth
Georgia
$2.91M -$156K -1,873 -5%
SCA
1017
Spearhead Capital Advisors
Florida
$2.9M +$787K +9,440 +35%
ESBC
1018
E.S. Barr & Co
Kentucky
$2.89M -$170K -2,039 -5%
GAM
1019
Garrison Asset Management
Arkansas
$2.88M +$48.3K +579 +2%
HT
1020
Heritage Trust
Oklahoma
$2.88M -$112K -1,349 -4%
EWM
1021
Endurance Wealth Management
Rhode Island
$2.88M -$14.3K -172 -0.5%
SCA
1022
Snowden Capital Advisors
New York
$2.88M +$246K +2,950 +9%
RA
1023
Rational Advisors
New York
$2.87M +$2.87M +34,388 +1,918%
DGHMC
1024
Dalton, Greiner, Hartman, Maher & Co
New York
$2.87M +$3.01M +36,144 New
FPIS
1025
Financial Planning & Information Services
Wisconsin
$2.85M +$1,000K +11,989 +50%

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.