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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
BCMO
1101
Buckingham Capital Management (Ohio)
Ohio
$2.4M -$97.3K -1,167 -4%
CL
1102
CPWM LLC
Washington
$2.4M +$1.61M +19,347 +176%
OCM
1103
Orleans Capital Management
Louisiana
$2.4M -$18.5K -222 -0.7%
PP
1104
Patten & Patten
Tennessee
$2.39M -$78K -936 -3%
NA
1105
NewEdge Advisors
Louisiana
$2.39M -$161K -1,934 -6%
NC
1106
Nicholas Company
Wisconsin
$2.38M +$2.51M +30,065 New
TSS
1107
Two Sigma Securities
New York
$2.38M +$1.77M +21,254 +243%
PL
1108
Perpetual Ltd
Australia
$2.38M
MCP
1109
Martin Capital Partners
Oregon
$2.37M +$984K +11,797 +65%
BMC
1110
Benin Management Corp
Connecticut
$2.37M +$279K +3,350 +13%
ECM
1111
ETrade Capital Management
Virginia
$2.37M -$134K -1,605 -5%
ATC
1112
Adirondack Trust Company
New York
$2.37M +$140K +1,675 +5%
AFM
1113
Abbot Financial Management
Massachusetts
$2.36M -$57.6K -691 -2%
VCAM
1114
Van Cleef Asset Management
Ohio
$2.36M -$489K -5,869 -16%
FHA
1115
Flagship Harbor Advisors
Massachusetts
$2.36M +$634K +7,606 +33%
RIL
1116
Rothschild Investment LLC
Illinois
$2.35M -$39.7K -476 -2%
TCM
1117
Telos Capital Management
California
$2.35M -$66.5K -798 -3%
KTM
1118
Keeler Thomas Management
Utah
$2.35M +$572K +6,865 +30%
WCM
1119
Wallace Capital Management
Texas
$2.34M -$112K -1,347 -4%
MA
1120
MCF Advisors
Kentucky
$2.34M -$305K -3,663 -11%
VLKIM
1121
Van Lanschot Kempen Investment Management
Netherlands
$2.33M -$44.3K -531 -2%
OCM
1122
Osterweis Capital Management
California
$2.33M -$180K -2,155 -7%
HF
1123
HRT Financial
New York
$2.32M +$1.61M +19,358 +194%
BCM
1124
Boltwood Capital Management
California
$2.32M -$62K -744 -2%
PFC
1125
Poplar Forest Capital
California
$2.32M

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.