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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
HCA
1076
Horan Capital Advisors
Ohio
$2.55M -$12.4K -149 -0.5%
IIM
1077
Ipswich Investment Management
Massachusetts
$2.54M +$83K +995 +3%
SLA
1078
Silver Lake Advisory
Utah
$2.53M +$98.1K +1,177 +4%
BG
1079
Bollard Group
Massachusetts
$2.53M +$137K +1,646 +5%
VWM
1080
Valley Wealth Managers
New Jersey
$2.53M +$183K +2,190 +7%
SCM
1081
Stonebridge Capital Management
California
$2.52M +$148K +1,775 +6%
BL
1082
BFSG LLC
California
$2.51M -$33.5K -402 -1%
HA
1083
Halsey Associates
Connecticut
$2.51M -$99.6K -1,195 -4%
BRWA
1084
B. Riley Wealth Advisors
Florida
$2.49M -$313K -3,760 -11%
BO
1085
BRR OpCo
Ohio
$2.48M -$39K -468 -1%
ICP
1086
Ironvine Capital Partners
Nebraska
$2.48M +$524K +6,290 +25%
1IA
1087
1834 Investment Advisors
Wisconsin
$2.48M -$98.2K -1,178 -4%
WAM
1088
Wolverine Asset Management
Illinois
$2.47M -$29.4M -352,558 -92%
BST
1089
Bath Savings Trust
Maine
$2.47M -$20K -240 -0.8%
PIMJS
1090
PKO Investment Management Joint-Stock
Poland
$2.46M
ABP
1091
Arthur B. Page
$2.46M -$336K -4,035 -12%
SIC
1092
Sigma Investment Counselors
Michigan
$2.46M -$138K -1,659 -5%
SCM
1093
Stellar Capital Management
Arizona
$2.46M +$12.9K +155 +0.5%
PFS
1094
Prospera Financial Services
Texas
$2.46M +$1.12M +13,490 +77%
1WA
1095
180 Wealth Advisors
Washington
$2.45M -$10.2K -122 -0.4%
SA
1096
Strategic Advisors
New York
$2.44M -$112K -1,349 -4%
ITIM
1097
Indiana Trust & Investment Management
Indiana
$2.44M +$130K +1,562 +5%
AIM
1098
AMI Investment Management
Indiana
$2.42M -$35.6K -427 -1%
Wealth Enhancement Advisory Services
1099
Wealth Enhancement Advisory Services
Minnesota
$2.42M -$1.95M -23,401 -43%
TSWM
1100
Triangle Securities Wealth Management
North Carolina
$2.41M +$534K +6,399 +27%

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.