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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
AAM
1226
Ascension Asset Management
New York
$1.89M -$167K -2,000 -8%
EI
1227
EDMP Inc
Florida
$1.89M -$17K -204 -0.9%
SGAM
1228
Steinberg Global Asset Management
Florida
$1.88M -$235K -2,820 -11%
EIM
1229
Essex Investment Management
Massachusetts
$1.88M -$9.76K -117 -0.5%
NFG
1230
Next Financial Group
Texas
$1.87M +$785K +9,411 +66%
MPIA
1231
Mountain Pacific Investment Advisers
Idaho
$1.87M -$33.3K -400 -2%
Kovitz Investment Group Partners
1232
Kovitz Investment Group Partners
Illinois
$1.86M -$257K -3,085 -12%
SIMM
1233
Stillwater Investment Management (Minnesota)
Minnesota
$1.86M -$17.8K -214 -0.9%
MMHP
1234
Murphy Middleton Hinkle & Parker
Georgia
$1.86M +$8K +96 +0.4%
LSA
1235
L & S Advisors
California
$1.86M -$6.5K -78 -0.3%
BDWM
1236
Brewin Dolphin Wealth Management
Ireland
$1.86M -$31.3K -375 -2%
UAS
1237
United Asset Strategies
New York
$1.85M +$144K +1,727 +8%
HDIM
1238
Hanson & Doremus Investment Management
Vermont
$1.84M +$466K +5,584 +32%
PHIMC
1239
Private Harbour Investment Management & Counsel
Ohio
$1.84M -$65.9K -790 -3%
AIM
1240
ARGA Investment Management
Connecticut
$1.83M +$346K +4,150 +22%
BOCM
1241
Bontempo Ohly Capital Management
Maryland
$1.83M +$10.3K +123 +0.5%
S
1242
SignatureFD
Georgia
$1.82M -$170K -2,035 -8%
BI
1243
Bredin Investment
Delaware
$1.82M
LI
1244
Longer Investments
Arkansas
$1.82M -$13.3K -160 -0.7%
Qube Research & Technologies (QRT)
1245
Qube Research & Technologies (QRT)
United Kingdom
$1.82M +$1.91M +22,921 New
GLA
1246
Great Lakes Advisors
Illinois
$1.81M -$6.86M -82,330 -78%
SFI
1247
SPC Financial Inc
Maryland
$1.81M -$7.84K -94 -0.4%
NDSI
1248
Newman Dignan & Sheerar Inc
Rhode Island
$1.8M -$541K -6,493 -22%
HIM
1249
Harbour Investment Management
Washington
$1.8M +$290K +3,473 +18%
P
1250
Pitcairn
Pennsylvania
$1.8M -$384K -4,608 -17%

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.