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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
AI
1626
Accredited Investors
Minnesota
$790K -$65.5K -786 -7%
MWM
1627
Modera Wealth Management
New Jersey
$790K -$19.7K -236 -2%
WCAMG
1628
Woodard & Company Asset Management Group
North Carolina
$786K +$103K +1,230 +14%
MVIP
1629
Mar Vista Investment Partners
California
$785K
GC
1630
Grace Capital
Massachusetts
$782K -$345K -4,142 -29%
AOWM
1631
Alpha Omega Wealth Management
Virginia
$782K
VIG
1632
Vienna Insurance Group
Poland
$781K +$13.1K +157 +2%
RWM
1633
Ritholtz Wealth Management
New York
$780K -$178K -2,139 -18%
MC
1634
Montag & Caldwell
Georgia
$779K -$33.3K -400 -4%
FDS
1635
Freedom Day Solutions
Texas
$776K +$18.9K +227 +2%
GRP
1636
Global Retirement Partners
California
$776K +$320K +3,835 +64%
OIWM
1637
OptiFour Integrated Wealth Management
Virginia
$775K +$12.5K +150 +2%
LCS
1638
Levin Capital Strategies
New York
$774K +$61.3K +735 +8%
GG
1639
Greenwood Gearhart
Arkansas
$774K +$234K +2,806 +40%
WAG
1640
Winthrop Advisory Group
Massachusetts
$772K +$49.4K +592 +6%
BC
1641
Burleson & Co
California
$769K -$478K -5,734 -37%
NEPWA
1642
New England Private Wealth Advisors
Massachusetts
$766K -$4.33K -52 -0.5%
CRC
1643
Curi RMB Capital
Illinois
$765K -$216K -2,591 -21%
KWM
1644
Kingsview Wealth Management
Oregon
$764K -$63.3K -759 -7%
GIM
1645
Greylin Investment Management
Virginia
$761K -$917 -11 -0.1%
RPA
1646
Rock Point Advisors
Vermont
$761K
OWA
1647
One Wealth Advisors
California
$759K -$341K -4,093 -30%
HI
1648
Harrington Investments
California
$757K +$56.6K +679 +8%
MWM
1649
Meridian Wealth Management
Kentucky
$754K -$572K -6,858 -42%
CWM
1650
Chesapeake Wealth Management
Virginia
$752K +$792K +9,494 New

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.