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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
CPIA
1026
Cornell Pochily Investment Advisors
New York
$2.85M -$93.4K -1,120 -3%
ACS
1027
Archford Capital Strategies
Illinois
$2.85M +$2.25K +27 +0.1%
AC
1028
Abbrea Capital
California
$2.83M -$75.3K -903 -2%
HB
1029
Homrich & Berg
Georgia
$2.83M -$54.4K -653 -2%
AWCI
1030
Alpine Woods Capital Investors
New York
$2.81M -$24.6K -295 -0.8%
LA
1031
Lau Associates
Delaware
$2.81M -$299K -3,588 -9%
GC
1032
Gratus Capital
Georgia
$2.8M -$329K -3,945 -10%
BWM
1033
Buckley Wealth Management
Nevada
$2.78M +$1.22M +14,688 +72%
IC
1034
Investment Counsel
Michigan
$2.77M +$25.3K +303 +0.9%
APP
1035
Avantax Planning Partners
Iowa
$2.76M +$311K +3,726 +12%
WT
1036
Washington Trust
Rhode Island
$2.75M -$613K -7,352 -17%
CBU
1037
CIBC Bank USA
Illinois
$2.75M +$149K +1,793 +5%
MCM
1038
Mengis Capital Management
Oregon
$2.75M -$58.2K -698 -2%
WJA
1039
Williams Jones & Associates
New York
$2.74M -$2.02M -24,285 -41%
MRCM
1040
M&R Capital Management
New Jersey
$2.74M -$196K -2,347 -6%
SWMG
1041
Signature Wealth Management Group
Georgia
$2.74M +$117K +1,409 +4%
GP
1042
Girard Partners
Pennsylvania
$2.74M -$190K -2,276 -6%
OLA
1043
Oliver Luxxe Assets
New Jersey
$2.73M -$1.27M -15,271 -31%
DRD
1044
Dennis R. Delaney
$2.73M -$50K -600 -2%
PSC
1045
Prentiss Smith & Co
Vermont
$2.72M +$7.34K +88 +0.3%
SAM
1046
Smithbridge Asset Management
Pennsylvania
$2.72M -$83.5K -1,001 -3%
CCM
1047
Chilton Capital Management
Texas
$2.71M -$353K -4,239 -11%
DP
1048
DDD Partners
Washington
$2.71M +$248K +2,975 +10%
NHC
1049
Nicholas Hoffman & Company
Georgia
$2.7M -$2.58K -31 -0.1%
NAM
1050
North American Management
Massachusetts
$2.7M -$2.67K -32 -0.1%

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.