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
TAM
1676
Todd Asset Management
Kentucky
$704K -$90.3K -1,083 -11%
FIMG
1677
Financial & Investment Management Group
Michigan
$704K -$19.8K -237 -3%
AFG
1678
Albion Financial Group
Utah
$704K -$7.34K -88 -1%
RIG
1679
Roosevelt Investment Group
New York
$702K -$2.97M -35,590 -80%
BHTS
1680
Bar Harbor Trust Services
Maine
$701K -$82.5K -990 -10%
FCMC
1681
Founders Capital Management (Connecticut)
Connecticut
$699K -$522K -6,264 -41%
FBC
1682
Fairfield, Bush & Co
Connecticut
$698K -$2.82M -33,829 -79%
MSU
1683
Mizuho Securities USA
New York
$698K -$809K -9,701 -52%
LF
1684
Lee Financial
Texas
$696K +$595K +7,134 +433%
KWA
1685
KCS Wealth Advisory
California
$695K +$81.6K +979 +13%
SAM
1686
Seelaus Asset Management
New Jersey
$691K +$15.8K +190 +2%
EGA
1687
Eagle Global Advisors
Texas
$690K -$9.17K -110 -1%
EWM
1688
Elmwood Wealth Management
California
$688K +$724K +8,680 New
SFFS
1689
Stonehage Fleming Financial Services
Jersey
$687K -$370K -4,437 -34%
CWM
1690
Cabot Wealth Management
Massachusetts
$687K +$21.4K +257 +3%
CAC
1691
Certified Advisory Corp
Florida
$683K +$491K +5,894 +216%
AIA
1692
Allegis Investment Advisors
Idaho
$682K +$478K +5,737 +200%
SHA
1693
Seneca House Advisors
Virginia
$680K -$113K -1,353 -14%
SFG
1694
Sather Financial Group
Texas
$680K
SFA
1695
Stewardship Financial Advisors
Georgia
$676K -$30.3K -364 -4%
CT
1696
CPF Texas
Texas
$673K
FM
1697
Forward Management
California
$673K +$18.4K +221 +3%
NFGCM
1698
Norman Fields Gottscho Capital Management
New York
$670K -$50K -600 -7%
MAM
1699
Mastrapasqua Asset Management
Tennessee
$670K +$80.7K +968 +13%
NPF
1700
Norris Perne & French
Michigan
$668K -$44.9K -538 -6%

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.