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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
HW
1651
Hancock Whitney
Mississippi
$751K -$111K -1,327 -12%
GWS
1652
Glassman Wealth Services
Virginia
$751K +$51.8K +621 +7%
HFP
1653
Holistic Financial Partners
Indiana
$745K -$3.17K -38 -0.4%
ACP
1654
Aveo Capital Partners
Colorado
$745K +$78.4K +940 +11%
B
1655
Bridgeworth
Alabama
$745K +$799K +9,578 New
SMG
1656
Spectrum Management Group
Indiana
$736K -$20.8K -250 -3%
SLT
1657
St Louis Trust
Missouri
$730K +$425K +5,100 +124%
OIA
1658
Optimum Investment Advisors
Illinois
$728K +$73.2K +878 +11%
CNAM
1659
Campbell Newman Asset Management
Wisconsin
$726K -$136K -1,632 -15%
JMH
1660
J.M. Hartwell
New York
$724K -$668K -8,013 -47%
BDF
1661
Balasa Dinverno & Foltz
$723K -$147K -1,759 -16%
CAW
1662
Cornerstone Advisors (Washington)
Washington
$723K -$6.25K -75 -0.8%
MWP
1663
Moller Wealth Partners
$722K -$232K -2,779 -23%
IA
1664
Icon Advisers
Colorado
$721K
BCM
1665
Breiter Capital Management
Florida
$719K +$334K +4,008 +79%
NFC
1666
Northeast Financial Consultants
Connecticut
$718K
CWM
1667
Connecticut Wealth Management
Connecticut
$716K +$97.4K +1,168 +14%
PC
1668
Port Capital
Illinois
$715K -$7K -84 -0.9%
HCC
1669
Hirtle Callaghan & Co
Pennsylvania
$714K -$283K -3,400 -27%
AF
1670
Allworth Financial
California
$712K -$13.3K -160 -2%
BW
1671
Bison Wealth
Georgia
$711K +$47.3K +567 +7%
FMLI
1672
Fukoku Mutual Life Insurance
Japan
$709K -$150K -1,800 -17%
BJL
1673
Brighton Jones LLC
Washington
$706K -$94.2K -1,130 -11%
ME
1674
McIlrath & Eck
Washington
$706K -$26.7K -320 -3%
KC
1675
Kingfisher Capital
North Carolina
$705K -$29.1K -349 -4%

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.