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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
FC
1376
Ferris Capital
Massachusetts
$1.34M -$1.25K -15 -0.1%
ECM
1377
Evergreen Capital Management
Washington
$1.34M +$702K +8,422 +99%
GAM
1378
Gemmer Asset Management
California
$1.34M +$160K +1,917 +13%
Carson Wealth (CWM LLC)
1379
Carson Wealth (CWM LLC)
Nebraska
$1.34M +$41.9K +503 +3%
CB
1380
CNB Bank
Pennsylvania
$1.33M -$177K -2,127 -11%
RC
1381
Reik & Co
New York
$1.33M +$26.3K +315 +2%
NERM
1382
New England Research & Management
Illinois
$1.33M +$100K +1,200 +8%
SXL
1383
Summit X LLC
Missouri
$1.32M -$84.7K -1,016 -6%
FHC
1384
First Heartland Consultants
Missouri
$1.32M +$64.3K +771 +5%
FSA
1385
Franklin Street Advisors
North Carolina
$1.31M -$182K -2,180 -12%
IWM
1386
IHT Wealth Management
Illinois
$1.31M +$81.8K +981 +6%
FBA
1387
Front Barnett Associates
Illinois
$1.31M -$6.25K -75 -0.5%
CONA
1388
Capital One National Association
New York
$1.31M -$109K -1,303 -7%
FFC
1389
First Financial Corp
Indiana
$1.31M -$99K -1,187 -7%
AB
1390
AT Bancorp
Iowa
$1.3M +$32.4K +389 +2%
BTNA
1391
Bremer Trust National Association
Minnesota
$1.3M -$83.7K -1,004 -6%
WA1
1392
Wimmer Associates 1
California
$1.3M -$58.3K -699 -4%
BE
1393
Bonness Enterprises
District of Columbia
$1.3M
SAM
1394
Security Asset Management
New York
$1.3M +$14.7K +176 +1%
BP
1395
Ballentine Partners
Massachusetts
$1.29M -$48.1K -577 -3%
FBB
1396
Fulton Breakefield Broenniman
Maryland
$1.29M -$249K -2,986 -16%
AC
1397
Arjuna Capital
North Carolina
$1.29M -$1.27M -15,186 -48%
DAM
1398
Diamant Asset Management
Connecticut
$1.28M -$83.4K -1,000 -6%
BCM
1399
Bourgeon Capital Management
Connecticut
$1.28M -$62.5K -750 -4%
FLI
1400
Family Legacy Inc
South Carolina
$1.28M -$11.2K -134 -0.8%

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.