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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
BFC
1426
Blue Fin Capital
Rhode Island
$1.22M +$149K +1,790 +13%
FBT
1427
First Bank & Trust
South Dakota
$1.22M +$33.2K +398 +3%
EP
1428
Edgestream Partners
New Jersey
$1.22M +$1.28M +15,323 New
FI
1429
FormulaFolio Investments
Michigan
$1.21M +$11.7K +140 +0.9%
DHFB
1430
Dixon Hubard Feinour & Brown
Virginia
$1.21M -$48.9K -587 -4%
CHA
1431
Cedar Hill Associates
Illinois
$1.2M +$20K +240 +2%
SFM
1432
Signet Financial Management
New Jersey
$1.2M +$48.3K +579 +4%
STA
1433
Summit Trail Advisors
New York
$1.19M -$196K -2,348 -10%
WPW
1434
Waldron Private Wealth
Pennsylvania
$1.19M -$4.17K -50 -0.3%
MC
1435
Martin & Co
Tennessee
$1.18M -$2.01M -24,114 -62%
TL
1436
Tirschwell & Loewy
New York
$1.18M -$242K -2,900 -16%
HWM
1437
Highwater Wealth Management
Colorado
$1.18M -$28K -336 -2%
TWA
1438
TCI Wealth Advisors
Arizona
$1.18M +$311K +3,725 +33%
CBB
1439
Citizens Business Bank
California
$1.18M +$22.3K +268 +2%
MBT
1440
Monroe Bank & Trust
Michigan
$1.18M -$302K -3,619 -20%
HCM
1441
Hutchinson Capital Management
California
$1.17M
VNA
1442
VNBTrust National Association
Virginia
$1.17M
NB
1443
Nicolet Bankshares
Wisconsin
$1.17M
WA
1444
Waverly Advisors
Alabama
$1.17M -$458K -5,491 -27%
IB
1445
Intrust Bank
Kansas
$1.17M -$296K -3,548 -19%
ERIM
1446
Eagle Ridge Investment Management
Connecticut
$1.16M -$50.9K -610 -4%
MCM
1447
Manchester Capital Management
Vermont
$1.16M -$2.42K -29 -0.2%
PWMAG
1448
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M -$43.3K -519 -3%
WI
1449
WrapManager Inc
California
$1.14M -$21.8K -261 -2%
EFSCE
1450
Enterprise Financial Services Corp (EFSC)
Missouri
$1.14M -$71K -851 -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.