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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
PAWC
1751
P.A.W. Capital
Connecticut
$595K
SICM
1752
Sustainable Insight Capital Management
New York
$595K +$625K +7,500 New
JFA
1753
JNBA Financial Advisors
Minnesota
$593K +$38.4K +460 +7%
NA
1754
Nottingham Advisors
New York
$589K -$206K -2,473 -28%
SKK
1755
Shepherd Kaplan Krochuk
Massachusetts
$589K
PAMG
1756
Patton Albertson Miller Group
Tennessee
$588K -$715K -8,575 -54%
SHGA
1757
Sand Hill Global Advisors
California
$587K -$4.69M -56,222 -88%
SGA
1758
Strategic Global Advisors
California
$587K
MCM
1759
MV Capital Management
Maryland
$586K -$29.3K -351 -5%
CL
1760
CSS LLC
Illinois
$585K
SCCM
1761
Schafer Cullen Capital Management
New York
$584K -$49.2K -590 -7%
CII
1762
Capital International Inc
California
$582K +$8.34K +100 +1%
PFA
1763
Paradigm Financial Advisors
Missouri
$582K +$66.7K +800 +12%
WP
1764
WealthPLAN Partners
Nebraska
$580K +$275K +3,295 +82%
AIM
1765
Aspen Investment Management
Michigan
$578K
CRM
1766
Cramer Rosenthal McGlynn
Connecticut
$578K
JC
1767
Jentner Corp
Ohio
$577K +$667 +8 +0.1%
IWC
1768
Integrated Wealth Concepts
Massachusetts
$576K +$93.1K +1,117 +18%
RW
1769
REDW Wealth
New Mexico
$573K +$500 +6 +0.1%
WCM
1770
Weatherstone Capital Management
Colorado
$573K +$138K +1,651 +30%
AIS
1771
AlphaOne Investment Services
Pennsylvania
$572K +$443K +5,318 +280%
LOAMS
1772
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K -$160K -1,922 -21%
RA
1773
RFG Advisory
Alabama
$570K +$114K +1,365 +23%
DCM
1774
Delpha Capital Management
New York
$569K +$275K +3,304 +85%
UF
1775
Univest Financial
Pennsylvania
$568K -$47.1K -565 -7%

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.