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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
ARMT
1476
Amica Retiree Medical Trust
Rhode Island
$1.08M -$29.3K -352 -3%
SG
1477
StoneX Group
New York
$1.08M +$245K +2,942 +28%
OC
1478
Oarsman Capital
Wisconsin
$1.08M -$155K -1,862 -12%
RCM
1479
RNC Capital Management
California
$1.08M +$53K +636 +5%
CPIG
1480
Chicago Partners Investment Group
Illinois
$1.08M -$22.8K -274 -2%
WPC
1481
White Pine Capital
Minnesota
$1.07M -$4.17K -50 -0.4%
ZF
1482
Zhang Financial
Michigan
$1.07M -$163K -1,961 -12%
CBT
1483
Central Bank & Trust
Kentucky
$1.07M -$10.9K -131 -1%
CA
1484
Cambridge Advisors
Nebraska
$1.06M +$54.4K +652 +5%
CHAM
1485
Clear Harbor Asset Management
Connecticut
$1.06M +$20.1K +241 +2%
PV
1486
Private Vista
Illinois
$1.06M +$379K +4,550 +52%
BAM
1487
Belpointe Asset Management
Nevada
$1.06M -$273K -3,278 -20%
WIP
1488
Wellesley Investment Partners
Massachusetts
$1.05M +$78K +935 +8%
SMFG
1489
Sumitomo Mitsui Financial Group
Japan
$1.05M +$236K +2,834 +27%
WI
1490
Wedgewood Investors
Pennsylvania
$1.05M -$7.25K -87 -0.7%
TC
1491
Toews Corporation
New Jersey
$1.05M +$1.1M +13,200 New
WCM
1492
Windsor Capital Management
Arizona
$1.04M -$36.9K -442 -3%
CIP
1493
Convergence Investment Partners
Florida
$1.04M -$12.8K -154 -1%
CA
1494
Cornerstone Advisory
Maryland
$1.04M -$77.6K -931 -7%
SAM
1495
SignalPoint Asset Management
Missouri
$1.04M +$130K +1,560 +14%
WAAG
1496
Wealth Alliance Advisory Group
Kansas
$1.03M +$88.2K +1,058 +9%
WDL
1497
Well Done LLC
Michigan
$1.03M +$22.5K +270 +2%
PFBT
1498
Parkside Financial Bank & Trust
Missouri
$1.03M -$53.9K -647 -5%
SBL
1499
Sargent Bickham Lagudis
Colorado
$1.03M -$513K -6,156 -32%
AWM
1500
Aevitas Wealth Management
Massachusetts
$1.03M -$29.6K -355 -3%

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.