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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
FC
1051
Fulcrum Capital
Washington
$2.69M +$62.4K +749 +2%
OCM
1052
One Capital Management
California
$2.69M +$270K +3,234 +11%
SWM
1053
SeaCrest Wealth Management
New York
$2.69M +$43.6K +523 +2%
AAM
1054
Azzad Asset Management
Virginia
$2.69M +$384K +4,610 +16%
KLI
1055
Kelman-Lazarov Inc
Tennessee
$2.69M -$796K -9,548 -22%
PIM
1056
Provident Investment Management
Michigan
$2.67M
Susquehanna International Group
1057
Susquehanna International Group
Pennsylvania
$2.67M +$2.81M +33,728 New
PG
1058
PEAK6 Group
Illinois
$2.67M +$1.78M +21,326 +172%
TBNY
1059
Trustco Bank (New York)
New York
$2.67M -$31.9K -383 -1%
ACP
1060
Aviance Capital Partners
Florida
$2.67M -$88.1K -1,057 -3%
Balyasny Asset Management
1061
Balyasny Asset Management
Illinois
$2.65M -$47.2M -566,268 -94%
PP
1062
Paloma Partners
Connecticut
$2.65M -$696K -8,347 -20%
BA
1063
BKS Advisors
Michigan
$2.63M +$34.5K +414 +1%
BCM
1064
Brookstone Capital Management
Illinois
$2.63M +$289K +3,465 +12%
GXMC
1065
Global X Management Company
New York
$2.62M +$141K +1,694 +5%
FNBOMD
1066
First National Bank of Mount Dora
Florida
$2.61M -$1.29M -15,434 -32%
LMAM
1067
Legg Mason Asset Management
Japan
$2.61M -$333K -4,000 -11%
DW
1068
Domani Wealth
Pennsylvania
$2.59M -$347K -4,161 -11%
AMCA
1069
Arthur M. Cohen & Associates
Illinois
$2.59M +$2.27M +27,264 +661%
CC
1070
Cipher Capital
New York
$2.58M +$2.72M +32,593 New
WC
1071
Whitnell & Co
Illinois
$2.58M +$46K +552 +2%
KFBMI
1072
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.57M
LG
1073
LaFleur & Godfrey
Michigan
$2.57M -$68.7K -824 -2%
FAIM
1074
Financial Advocates Investment Management
Washington
$2.56M +$404K +4,849 +18%
MCM
1075
Maple Capital Management
Vermont
$2.55M -$150K -1,804 -5%

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.