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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
TDC
1826
Thompson Davis & Co
Virginia
$497K +$4.17K +50 +0.8%
BA
1827
Birinyi Associates
Connecticut
$496K -$62.5K -750 -11%
HIC
1828
Hartline Investment Corp
Illinois
$496K -$8.34K -100 -2%
KF
1829
Krilogy Financial
Missouri
$495K -$77K -924 -13%
TCOO
1830
Trust Company of Oklahoma
Oklahoma
$494K -$80K -960 -13%
VIA
1831
Vantage Investment Advisors
Pennsylvania
$493K -$5.38M -64,491 -91%
ECM
1832
Elgethun Capital Management
South Dakota
$493K -$36.4K -437 -7%
PVH
1833
Psagot Value Holdings
Israel
$493K
PAM
1834
Peninsula Asset Management
Florida
$492K -$12.5K -150 -2%
FPCP
1835
Fort Point Capital Partners
California
$492K +$225K +2,693 +77%
SSP
1836
Sapphire Star Partners
Washington
$491K +$16.7K +200 +3%
GIA
1837
Granite Investment Advisors
New Hampshire
$486K +$6.92K +83 +1%
BBA
1838
Braun-Bostich & Associates
Pennsylvania
$485K +$91.6K +1,099 +22%
MA
1839
MANA Advisors
New York
$484K -$418K -5,012 -45%
WA
1840
WESPAC Advisors
California
$484K +$8.92K +107 +2%
PFM
1841
Peak Financial Management
Massachusetts
$483K -$11.7K -140 -2%
SCP
1842
Sandhill Capital Partners
New York
$482K -$8.92K -107 -2%
NVIM
1843
New Vernon Investment Management
Illinois
$482K
POIA
1844
Pin Oak Investment Advisors
Texas
$478K -$250 -3 -0%
MCP
1845
Mirador Capital Partners
California
$478K +$25K +300 +5%
KP
1846
Keel Point
Alabama
$477K -$49.1K -589 -9%
LCM
1847
Lee Capital Management
New York
$476K
FNBSF
1848
First National Bank Sioux Falls
South Dakota
$475K
EBSAM
1849
Eubel Brady & Suttman Asset Management
Ohio
$475K +$250 +3 +0.1%
IUHSA
1850
Itau Unibanco Holding S.A.
Brazil
$471K -$217K -2,601 -30%

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.