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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
MMA
1701
Miracle Mile Advisors
California
$665K +$15.6K +187 +2%
GVT
1702
Genesee Valley Trust
New York
$662K +$149K +1,790 +27%
CT
1703
Clearstead Trust
Maine
$659K -$473K -5,668 -41%
CSM
1704
CAMG Solamere Management
North Carolina
$659K
BWA
1705
Burt Wealth Advisors
Maryland
$659K +$83 +1 +0%
I2I
1706
Insight 2811 Inc
Illinois
$658K -$83.4K -1,000 -11%
DPI
1707
Diversified Portfolios Inc
Michigan
$657K -$37.5K -450 -5%
KA
1708
KLCM Advisors
Wisconsin
$656K +$183K +2,189 +36%
PNAA
1709
Pictet North America Advisors
Switzerland
$655K -$62.9K -755 -8%
ACG
1710
Allen Capital Group
Nebraska
$655K +$221K +2,645 +47%
RP
1711
Rowlandmiller & Partners
Georgia
$654K -$28.4K -341 -4%
SIM
1712
SSI Investment Management
California
$654K -$11K -132 -2%
RIM
1713
Reliant Investment Management
Tennessee
$647K -$437K -5,243 -39%
SCA
1714
STALEY CAPITAL ADVISERS
Pennsylvania
$647K +$167K +2,000 +32%
PWPS
1715
Pinnacle Wealth Planning Services
Ohio
$645K +$410K +4,919 +153%
CBA
1716
Coastal Bridge Advisors
Connecticut
$644K -$79K -948 -10%
WWM
1717
Windsor Wealth Management
Indiana
$644K -$52.4K -628 -7%
PA
1718
Probity Advisors
Texas
$641K -$49K -588 -7%
EMB
1719
Elefante Mark B
$640K -$14.6K -175 -2%
PLFAM
1720
Pineno Levin & Ford Asset Management
Virginia
$639K
JGIA
1721
Jackson Grant Investment Advisers
Connecticut
$637K -$28.8K -345 -4%
IIC
1722
Integrated Investment Consultants
Michigan
$637K +$670K +8,041 New
SA
1723
Sicart Associates
New York
$636K
GEA
1724
Glen Eagle Advisors
New Jersey
$635K +$97K +1,163 +17%
FCFC
1725
First Commonwealth Financial Corp
Pennsylvania
$633K -$2.62M -31,446 -80%

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.