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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
NSB
1451
Norway Savings Bank
Maine
$1.14M +$46.2K +554 +4%
AC
1452
Alexandria Capital
Virginia
$1.13M -$32.5K -390 -3%
MCM
1453
Marathon Capital Management
Maryland
$1.13M -$11.7K -140 -1%
DA
1454
Doliver Advisors
Texas
$1.13M +$86K +1,031 +8%
BSAM
1455
Blue Sky Asset Management
Colorado
$1.13M +$1.19M +14,232 New
GC
1456
Garde Capital
Washington
$1.13M +$28.8K +345 +2%
GJCM
1457
Grand Jean Capital Management
California
$1.12M -$75K -900 -6%
WA
1458
Wheatland Advisors
Pennsylvania
$1.12M +$33.3K +400 +3%
EF
1459
Exeter Financial
Arizona
$1.12M +$334K +4,009 +40%
WIA
1460
Westbourne Investment Advisors
Maryland
$1.11M +$70.5K +845 +6%
BKA
1461
Brick & Kyle Associates
Pennsylvania
$1.11M +$25K +300 +2%
Fuller & Thaler Asset Management
1462
Fuller & Thaler Asset Management
California
$1.11M -$417K -5,000 -26%
DC
1463
DeDora Capital
California
$1.11M +$91.4K +1,096 +8%
CAM
1464
Cacti Asset Management
Georgia
$1.1M -$11.5M -138,434 -91%
MBI
1465
Montrusco Bolton Investments
Quebec, Canada
$1.1M -$25.2K -302 -2%
FMB
1466
Field & Main Bank
Kentucky
$1.1M +$51.4K +616 +5%
BFC
1467
Bedel Financial Consulting
Indiana
$1.1M +$8.34K +100 +0.7%
KC
1468
Kepos Capital
New York
$1.09M -$2.45M -29,365 -68%
PCM
1469
Poehling Capital Management
Wisconsin
$1.09M
SWP
1470
Strategic Wealth Partners
Ohio
$1.09M -$698K -8,372 -38%
AFP
1471
Ausdal Financial Partners
Iowa
$1.09M +$124K +1,483 +12%
ST
1472
Somerset Trust
Pennsylvania
$1.09M +$3.42K +41 +0.3%
PG
1473
Proffitt & Goodson
Tennessee
$1.09M +$10.8K +129 +0.9%
TA
1474
Tiedemann Advisors
New York
$1.09M +$230K +2,758 +25%
CCM
1475
Cribstone Capital Management
Maine
$1.08M +$9.84K +118 +0.9%

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.