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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
BCAM
1301
Boston Common Asset Management
Massachusetts
$1.61M -$849K -10,179 -33%
JDR
1302
Jay D. Rosenbaum
$1.6M -$2.08K -25 -0.1%
MNBTD
1303
Moody National Bank Trust Division
Texas
$1.6M -$41.7K -500 -2%
BWM
1304
BerganKDV Wealth Management
Minnesota
$1.59M +$855K +10,257 +104%
RMAM
1305
Raab & Moskowitz Asset Management
New Jersey
$1.59M -$693K -8,315 -29%
WHG
1306
Westwood Holdings Group
Texas
$1.59M +$792K +9,496 +90%
NSAM
1307
North Star Asset Management
Wisconsin
$1.58M -$55.9K -670 -3%
MC
1308
Maverick Capital
Texas
$1.58M +$1.66M +19,950 New
SCI
1309
S&CO Inc
Massachusetts
$1.58M +$67.4K +809 +4%
DT
1310
Diversified Trust
Tennessee
$1.57M -$155K -1,863 -9%
MA
1311
Mutual Advisors
Nebraska
$1.56M +$386K +4,630 +31%
KA
1312
Kovack Advisors
Florida
$1.56M -$207K -2,486 -11%
LCM
1313
Leisure Capital Management
California
$1.56M -$56.9K -683 -3%
CEI
1314
Clark Estates Inc
New York
$1.56M
GWCM
1315
Godshalk Welsh Capital Management
Pennsylvania
$1.56M -$4.17K -50 -0.3%
HS
1316
Horan Securities
United States
$1.56M +$395K +4,739 +31%
HJGA
1317
Hardman Johnston Global Advisors
Connecticut
$1.56M -$50K -600 -3%
HWA
1318
Heritage Way Advisors
Illinois
$1.56M +$33.3K +400 +2%
FUBT
1319
First United Bank & Trust
Maryland
$1.55M +$67.9K +815 +4%
CG
1320
Colony Group
Massachusetts
$1.55M +$105K +1,265 +7%
PP
1321
PDS Planning
Ohio
$1.54M -$59.3K -711 -4%
PCG
1322
Private Capital Group
Connecticut
$1.54M +$38.5K +462 +2%
NIM
1323
Nicollet Investment Management
Minnesota
$1.53M -$68.3K -819 -4%
SC
1324
Sawyer & Company
Massachusetts
$1.53M +$154K +1,845 +11%
WOC
1325
West Oak Capital
California
$1.51M +$49.6K +595 +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.