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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
MMG
1351
Monetary Management Group
Missouri
$1.41M -$6.25K -75 -0.4%
AIM
1352
Avity Investment Management
Connecticut
$1.41M -$8.34K -100 -0.6%
BIAS
1353
Beacon Investment Advisory Services
New Jersey
$1.41M +$85K +1,019 +6%
GIP
1354
Granite Investment Partners
California
$1.41M -$91.7K -1,100 -6%
RCG
1355
Ruane, Cunniff & Goldfarb
New York
$1.4M -$1.07M -12,886 -42%
LCM
1356
LVM Capital Management
Michigan
$1.4M -$463K -5,555 -24%
CIM
1357
CenturyLink Investment Management
Colorado
$1.4M
JG
1358
Jefferies Group
New York
$1.4M -$3.38M -40,573 -70%
SCM
1359
SOL Capital Management
Maryland
$1.39M +$112K +1,340 +8%
SFSG
1360
Stearns Financial Services Group
North Carolina
$1.38M -$220K -2,644 -13%
DWM
1361
Dorchester Wealth Management
Quebec, Canada
$1.38M -$100K -1,200 -6%
GIP
1362
Greatmark Investment Partners
Georgia
$1.38M +$14.1K +169 +1%
CHA
1363
Carmichael Hill & Associates
Maryland
$1.37M -$18.6K -223 -1%
NG
1364
Northstar Group
New York
$1.37M -$55.5K -666 -4%
CAG
1365
Csenge Advisory Group
Florida
$1.37M +$134K +1,612 +10%
LJAC
1366
L.J. Altfest & Co
New York
$1.37M +$828K +9,933 +135%
Cetera Investment Advisers
1367
Cetera Investment Advisers
Illinois
$1.37M -$336K -4,026 -19%
SBWIC
1368
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.36M +$33.3K +400 +2%
AAM
1369
Autus Asset Management
Arizona
$1.36M -$70.9K -850 -5%
CIS
1370
Capital International Sarl
California
$1.36M -$267K -3,200 -16%
BHBT
1371
Burke & Herbert Bank & Trust
Virginia
$1.35M
FNT
1372
First Nebraska Trust
Nebraska
$1.35M +$808K +9,696 +132%
ZAM
1373
Zevin Asset Management
Massachusetts
$1.35M -$248K -2,970 -15%
IFWM
1374
Institute for Wealth Management
Colorado
$1.35M +$445K +5,335 +40%
CA
1375
Cynosure Advisors
Utah
$1.34M -$740K -8,879 -34%

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.