We are live on ! Find out more
PG icon

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
MBA
1201
McQueen Ball & Associates
Pennsylvania
$2.01M +$41.8K +501 +2%
CT
1202
Chicago Trust
Illinois
$2.01M +$22.9K +275 +1%
CFMC
1203
Curbstone Financial Management Corp
New Hampshire
$2M +$1.05M +12,644 +100%
BAM
1204
Bruderman Asset Management
New York
$2M -$105K -1,256 -5%
SAM
1205
Summit Asset Management
Tennessee
$2M +$220K +2,635 +12%
RWM
1206
RKL Wealth Management
Pennsylvania
$2M -$122K -1,463 -6%
MWM
1207
Mission Wealth Management
California
$1.99M -$265K -3,174 -11%
LOAME
1208
Lombard Odier Asset Management (Europe)
United Kingdom
$1.98M -$243K -2,918 -10%
HSA
1209
Hussman Strategic Advisors
Maryland
$1.98M
HC
1210
Hampstead Capital
United Kingdom
$1.98M +$2.08M +25,000 New
CL
1211
Choreo LLC
Illinois
$1.98M -$42.4K -509 -2%
BCFS
1212
Butensky & Cohen Financial Security
Florida
$1.98M +$12.8K +154 +0.6%
WCM
1213
Whitener Capital Management
North Carolina
$1.97M +$396K +4,748 +24%
PAM
1214
Pegasus Asset Management
New York
$1.97M +$303K +3,633 +17%
ATC
1215
Argent Trust Co
Tennessee
$1.95M +$123K +1,478 +6%
DMC
1216
Drexel Morgan & Co
Pennsylvania
$1.95M +$14.8K +178 +0.7%
SFA
1217
Sequoia Financial Advisors
Ohio
$1.95M +$104K +1,246 +5%
MLL
1218
Moody Lynn & Lieberson
Massachusetts
$1.94M +$84.2K +1,010 +4%
BCM
1219
Bowie Capital Management
Texas
$1.93M +$2.03M +24,300 New
VCM
1220
Vigilant Capital Management
Maine
$1.92M -$146K -1,753 -7%
SMC
1221
Smith, Moore & Co
Missouri
$1.91M -$5K -60 -0.2%
SFSIG
1222
San Francisco Sentry Investment Group
California
$1.91M +$24.3K +292 +1%
AHB
1223
Abner Herrman & Brock
New Jersey
$1.91M -$529K -6,344 -21%
BCP
1224
Blackhawk Capital Partners
Wisconsin
$1.9M +$1.08M +12,991 +119%
NMIFOAC
1225
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.9M

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.