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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
NL
1176
NWAM LLC
Washington
$2.15M +$94K +1,128 +4%
BDS
1177
Banco de Sabadell
Florida
$2.15M +$298K +3,577 +15%
WPP
1178
Whalerock Point Partners
Rhode Island
$2.15M -$184K -2,212 -8%
FANJ
1179
Financial Architects (New Jersey)
New Jersey
$2.14M +$1.27M +15,241 +129%
MC
1180
Middleton & Co
Massachusetts
$2.13M -$312K -3,740 -12%
FCCM
1181
First City Capital Management
Georgia
$2.12M +$39.3K +471 +2%
DAC
1182
Dividend Assets Capital
South Carolina
$2.12M +$158K +1,900 +8%
SLG
1183
Stanley-Laman Group
Pennsylvania
$2.11M -$152K -1,825 -6%
AC
1184
Addison Capital
Pennsylvania
$2.11M -$55.5K -666 -2%
BFO
1185
Biltmore Family Office
North Carolina
$2.1M +$54.1K +649 +3%
BFG
1186
Barber Financial Group
Kansas
$2.1M -$117K -1,407 -5%
PWAP
1187
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.1M -$108K -1,299 -5%
AIM
1188
Anchor Investment Management
South Carolina
$2.1M -$43.7K -524 -2%
SFG
1189
SevenBridge Financial Group
Pennsylvania
$2.09M +$39.4K +472 +2%
AF
1190
Alerus Financial
North Dakota
$2.09M +$76.2K +914 +4%
OAM
1191
Oak Asset Management
California
$2.09M +$27.3K +328 +1%
FC
1192
Fayerweather Charles
$2.08M -$91.1K -1,093 -4%
GIM
1193
Guardian Investment Management
California
$2.07M -$245K -2,942 -10%
CCM
1194
Chickasaw Capital Management
Tennessee
$2.07M -$167 -2 -0%
WF
1195
WoodTrust Financial
Wisconsin
$2.07M +$121K +1,447 +6%
YWP
1196
YorkBridge Wealth Partners
New York
$2.06M +$34.7K +416 +2%
DAS
1197
Dynamic Advisor Solutions
Arizona
$2.06M +$950K +11,392 +78%
FIB
1198
First Interstate Bank
Montana
$2.06M -$9.09K -109 -0.4%
AF
1199
Advisornet Financial
Minnesota
$2.04M +$439K +5,264 +26%
RP
1200
Riverbridge Partners
Minnesota
$2.02M -$112K -1,341 -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.