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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
SC
1401
Stratford Consulting
Texas
$1.27M +$10.8K +130 +0.8%
FCB
1402
First Command Bank
Texas
$1.27M -$114K -1,372 -8%
FCFS
1403
First Command Financial Services
Texas
$1.27M -$114K -1,372 -8%
GAG
1404
GM Advisory Group
New York
$1.27M +$9K +108 +0.7%
CS
1405
Cannell & Spears
New York
$1.27M -$26.7K -320 -2%
GI
1406
GS Investments
Minnesota
$1.27M +$293K +3,520 +28%
SBA
1407
Secrest Blakey & Associates
North Carolina
$1.26M -$54.6K -655 -4%
FWP
1408
FAS Wealth Partners
Kansas
$1.26M -$106K -1,268 -7%
EWA
1409
Exencial Wealth Advisors
Oklahoma
$1.26M -$7.42K -89 -0.6%
HPC
1410
Hobart Private Capital
North Carolina
$1.26M +$5.59K +67 +0.4%
CC
1411
Chicago Capital
Illinois
$1.25M +$1.32M +15,814 New
Capstone Investment Advisors
1412
Capstone Investment Advisors
New York
$1.25M +$1.32M +15,807 New
NA
1413
Navellier & Associates
Nevada
$1.25M +$19.5K +234 +2%
PMFA
1414
Plante Moran Financial Advisors
Michigan
$1.25M -$11.7K -140 -0.9%
FMTCOCP
1415
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.24M
HCMNY
1416
Howard Capital Management (New York)
New York
$1.24M -$7.5K -90 -0.6%
HHGA
1417
Halbert Hargrove Global Advisors
California
$1.23M -$29.6K -355 -2%
WEC
1418
Winslow Evans & Crocker
Massachusetts
$1.23M -$9.67K -116 -0.7%
WFMPM
1419
Woodley Farra Manion Portfolio Management
Indiana
$1.23M -$26.7M -319,800 -95%
PGA
1420
Portland Global Advisors
Maine
$1.23M -$167K -2,003 -11%
TL
1421
TrueWealth LLC
Georgia
$1.23M -$13.4K -161 -1%
AIM
1422
Advantage Investment Management
Iowa
$1.23M -$10.5K -126 -0.8%
WIM
1423
Waverton Investment Management
United Kingdom
$1.23M
TMAM
1424
Tokio Marine Asset Management
Japan
$1.23M -$409K -4,905 -24%
NBG
1425
Nancy B. Gardiner
$1.22M -$83.4K -1,000 -6%

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.