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
KFGK
1801
Keystone Financial Group (Kentucky)
Kentucky
$541K +$38.3K +459 +7%
FFS
1802
Founders Financial Securities
Maryland
$540K +$17.6K +211 +3%
FC
1803
Financial Consulate
Maryland
$538K -$177K -2,123 -24%
B
1804
Bellecapital
Switzerland
$538K
BRA
1805
Biechele Royce Advisors
Indiana
$537K
SWA
1806
Sutton Wealth Advisors
Florida
$535K +$30K +360 +6%
CSA
1807
Cottage Street Advisors
Massachusetts
$534K -$8.34K -100 -1%
AAP
1808
Aristotle Atlantic Partners
Florida
$533K
FMT
1809
First Mercantile Trust
Tennessee
$531K
CG
1810
Cutler Group
California
$530K +$339K +4,070 +155%
EA
1811
Elm Advisors
California
$529K
KS
1812
Karpas Strategies
Connecticut
$528K
AFIA
1813
America First Investment Advisors
Nebraska
$521K -$15.4K -185 -3%
CW
1814
Cobiz Wealth
Colorado
$520K -$89.8K -1,077 -14%
ANBT
1815
American National Bank & Trust
Texas
$519K -$43K -516 -7%
SSW
1816
Smith Shellnut Wilson
Mississippi
$514K +$55.3K +663 +11%
BONST
1817
Bank of Nova Scotia Trust
Ontario, Canada
$511K -$334K -4,003 -38%
NQWM
1818
Northwest Quadrant Wealth Management
Oregon
$509K +$3.58K +43 +0.7%
PIA
1819
Pinion Investment Advisors
Kansas
$507K +$533K +6,392 New
TCM
1820
Tradewinds Capital Management
Washington
$504K -$5.84K -70 -1%
WCP
1821
Welch Capital Partners
New York
$504K
ODG
1822
O'Dell Group
Ohio
$501K +$27.2K +326 +5%
RWML
1823
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$500K +$16.3K +196 +3%
AA
1824
Apriem Advisors
California
$499K +$3.83K +46 +0.7%
TCM
1825
Tradition Capital Management
New Jersey
$498K -$5.34K -64 -1%

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.