We are live on ! Find out more
PG icon

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
TW
1551
Transform Wealth
Colorado
$935K -$211K -2,532 -18%
WCM
1552
Weik Capital Management
Pennsylvania
$934K -$269K -3,225 -21%
SS
1553
Sunbelt Securities
Texas
$933K -$39.7K -476 -4%
AAMA
1554
Advanced Asset Management Advisors
Ohio
$929K +$83 +1 +0%
IP
1555
Isthmus Partners
Wisconsin
$926K -$8.34K -100 -0.8%
Members Trust
1556
Members Trust
Florida
$924K -$41K -492 -4%
Group One Trading
1557
Group One Trading
Illinois
$922K +$586K +7,034 +153%
CI
1558
Capital International
California
$920K
NAM
1559
Needelman Asset Management
California
$920K +$20.8K +250 +2%
PCM
1560
Palisade Capital Management
New Jersey
$918K -$1.24M -14,841 -56%
EM
1561
ELCO Management
New York
$916K -$12.5K -150 -1%
AMG
1562
Asset Management Group
Connecticut
$909K +$7.09K +85 +0.7%
BI
1563
Ballast Inc
Kentucky
$908K +$64.4K +772 +7%
TI
1564
Trexquant Investment
Connecticut
$903K -$1.07M -12,839 -53%
DE
1565
Day & Ennis
Georgia
$902K -$89K -1,068 -9%
BPB
1566
Badgley, Phelps & Bell
Washington
$901K -$88.5K -1,062 -9%
MSA
1567
Marino Stram & Associates
Massachusetts
$898K -$18.1K -217 -2%
EGA
1568
E&G Advisors
Texas
$896K +$66.7K +800 +8%
DIM
1569
DC Investments Management
Virginia
$895K -$346K -4,146 -27%
RL
1570
Ruffer LLP
United Kingdom
$895K
JAFL
1571
Jay A. Fishman Ltd
Michigan
$893K -$688K -8,247 -42%
SFS
1572
Summit Financial Strategies
Ohio
$891K -$167 -2 -0%
EWA
1573
EP Wealth Advisors
California
$887K +$105K +1,254 +13%
SGS
1574
Sterling Global Strategies
California
$885K -$3.75K -45 -0.4%
BAM
1575
Brave Asset Management
New Jersey
$885K +$87K +1,043 +10%

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.