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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
MSS
1126
Mitchell Sinkler & Starr
Pennsylvania
$2.31M +$1.43M +17,179 +144%
RCAG
1127
Rehmann Capital Advisory Group
Michigan
$2.31M +$176K +2,113 +8%
OAM
1128
Oppenheimer Asset Management
New York
$2.31M +$1.57M +18,887 +186%
GCM
1129
Gables Capital Management
Florida
$2.31M +$2.42M +29,068 New
TC
1130
Trilogy Capital
California
$2.3M +$441K +5,290 +22%
FM
1131
Family Management
New York
$2.3M -$114K -1,373 -5%
WPW
1132
Winthrop Partners - WNY
New York
$2.29M -$88.6K -1,063 -3%
Fiera Capital (Canada)
1133
Fiera Capital (Canada)
Quebec, Canada
$2.29M -$33.8K -406 -1%
HH
1134
Hilltop Holdings
Texas
$2.29M +$421K +5,053 +21%
ACM
1135
Argyle Capital Management
Pennsylvania
$2.29M -$33.3K -400 -1%
CCA
1136
Checchi Capital Advisers
California
$2.28M +$42.9K +514 +2%
AG
1137
AlphaSimPlex Group
Massachusetts
$2.27M +$2.39M +28,687 New
PIA
1138
Peachtree Investment Advisors
Georgia
$2.27M +$72.1K +865 +3%
SBSB
1139
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.26M -$9.84K -118 -0.4%
SCM
1140
Southport Capital Management
Tennessee
$2.26M +$334K +4,010 +16%
Tudor Investment Corp
1141
Tudor Investment Corp
Connecticut
$2.26M +$649K +7,790 +38%
AWM
1142
Avior Wealth Management
Nebraska
$2.26M -$139K -1,668 -6%
RFA
1143
Reilly Financial Advisors
California
$2.25M +$143K +1,719 +6%
DWM
1144
Darwin Wealth Management
Florida
$2.25M -$1.78M -21,315 -43%
CGA
1145
Crescent Grove Advisors
Illinois
$2.25M +$27.8K +334 +1%
VC
1146
Vicus Capital
Pennsylvania
$2.25M +$1.18M +14,138 +99%
PFS
1147
Physicians Financial Services
North Carolina
$2.25M +$356K +4,270 +18%
APA
1148
American Portfolios Advisors
New York
$2.25M +$140K +1,679 +6%
RC
1149
RegentAtlantic Capital
New Jersey
$2.25M -$230K -2,759 -9%
HFBOT
1150
Home Federal Bank of Tennessee
Tennessee
$2.23M -$77.1K -925 -3%

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.