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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
FCAG
1251
First Capital Advisors Group
New Jersey
$1.8M -$35.4K -424 -2%
CCP
1252
Clifford Capital Partners
Utah
$1.8M +$13.1K +157 +0.7%
HCM
1253
Hodges Capital Management
Texas
$1.78M -$835K -10,019 -31%
SIAP
1254
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.77M +$83.7K +1,004 +5%
MCWS
1255
McKinley Carter Wealth Services
West Virginia
$1.77M +$123K +1,477 +7%
PAM
1256
Peak Asset Management
Colorado
$1.76M +$130K +1,559 +8%
IA
1257
IFG Advisory
Georgia
$1.76M +$11.8K +141 +0.6%
RBA
1258
Richard Bernstein Advisors
New York
$1.75M -$1.95M -23,399 -51%
CA
1259
Calton & Associates
Florida
$1.75M +$573K +6,877 +45%
SACTSONJ
1260
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.74M
Lido Advisors
1261
Lido Advisors
California
$1.74M +$462K +5,541 +34%
LAIC
1262
Lederer & Associates Investment Counsel
California
$1.74M +$8.25K +99 +0.5%
FEG
1263
Fund Evaluation Group
Ohio
$1.73M +$19.6K +235 +1%
PPSG
1264
Princeton Portfolio Strategies Group
New Jersey
$1.73M -$421K -5,050 -19%
NPT
1265
Nixon Peabody Trust
Massachusetts
$1.73M +$32.9K +395 +2%
GP
1266
Greenline Partners
New York
$1.73M -$523K -6,274 -22%
SL
1267
Summitry LLC
California
$1.72M +$95.6K +1,147 +6%
FFA
1268
First Foundation Advisors
California
$1.72M +$153K +1,831 +9%
HIC
1269
Holderness Investments Company
North Carolina
$1.72M -$23K -276 -1%
PK
1270
Pflug Koory
Nebraska
$1.71M -$173K -2,075 -9%
MGIA
1271
Moneta Group Investment Advisors
Missouri
$1.71M +$3.65M +43,755 +244%
MCM
1272
Monument Capital Management
Virginia
$1.71M +$1.36M +16,255 +278%
EHWM
1273
Eads & Heald Wealth Management
Georgia
$1.7M -$35.4K -425 -2%
SS
1274
Simplicity Solutions
Minnesota
$1.7M +$330K +3,960 +23%
AP
1275
Atwood & Palmer
Missouri
$1.7M -$333K -4,000 -16%

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.