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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
MF
1726
Magnetar Financial
Illinois
$632K -$113K -1,360 -15%
MFW
1727
Mosaic Family Wealth
Missouri
$632K +$112K +1,338 +20%
MWP
1728
MYCIO Wealth Partners
Pennsylvania
$631K -$98.2K -1,178 -13%
HFM
1729
Hartford Financial Management
Connecticut
$631K +$10K +120 +2%
SFP
1730
Shepherd Financial Partners
Massachusetts
$630K -$101K -1,210 -13%
TW
1731
Towerpoint Wealth
California
$627K
T
1732
TOBAM
France
$627K +$660K +7,912 New
LFR
1733
Lehman Financial Resources
Pennsylvania
$625K -$22.9K -275 -3%
CM
1734
Columbus Macro
Pennsylvania
$624K +$5K +60 +0.8%
KIA
1735
Kopp Investment Advisors
Minnesota
$623K -$20.6K -247 -3%
EAM
1736
Evanson Asset Management
California
$619K -$17.6K -211 -3%
PAS
1737
Partnervest Advisory Services
California
$618K -$79.6K -955 -11%
LCM
1738
Liberty Capital Management
Michigan
$617K -$25K -300 -4%
NCM
1739
Noesis Capital Mangement
Florida
$617K -$25K -300 -4%
BMM
1740
Buffington Mohr McNeal
Idaho
$617K +$50K +600 +8%
SRSA
1741
S.R. Schill & Associates
Washington
$614K -$144K -1,726 -18%
BWM
1742
Baystate Wealth Management
Massachusetts
$612K +$27.8K +334 +4%
EF
1743
Empirical Finance
Pennsylvania
$612K +$490K +5,879 New
DI
1744
Diligent Investors
California
$607K +$31.8K +382 +5%
HCA
1745
Harbour Capital Advisors
Virginia
$606K -$164K -1,962 -20%
EWM
1746
Evermay Wealth Management
Virginia
$605K -$58.2K -698 -8%
CC
1747
Cedar Capital
Illinois
$602K +$352K +4,222 +125%
PFC
1748
Phocas Financial Corp
California
$600K +$250 +3 +0%
S
1749
SimplyRich
California
$596K
RAM
1750
Roanoke Asset Management
New Jersey
$596K +$23.3K +280 +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.