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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
NP
1876
NorthRock Partners
Minnesota
$435K +$11K +132 +2%
ACM
1877
AlphaStar Capital Management
North Carolina
$434K +$30.7K +368 +7%
JSL
1878
JT Stratford LLC
Georgia
$434K +$214K +2,564 +88%
TG
1879
TLP Group
Illinois
$434K +$273K +3,269 +149%
VIM
1880
Vista Investment Management
Pennsylvania
$433K -$12.5K -150 -3%
PCIA
1881
Prime Capital Investment Advisors
Kansas
$432K +$25.3K +303 +6%
PCM
1882
Penserra Capital Management
California
$430K +$128K +1,532 +39%
STB
1883
S&T Bank
Pennsylvania
$429K -$6.5K -78 -1%
CRIG
1884
Charter Research & Investment Group
Connecticut
$427K +$41.4K +496 +10%
FGP
1885
Foyston, Gordon, & Payne
Ontario, Canada
$426K
WLIM
1886
White Lighthouse Investment Management
Massachusetts
$425K -$8.17K -98 -2%
CWM
1887
Confluence Wealth Management
Oregon
$423K +$2.75K +33 +0.6%
CSS
1888
Cubist Systematic Strategies
Connecticut
$420K -$3.54M -42,443 -89%
CISOA
1889
Capital Investment Services of America
Wisconsin
$420K -$83.4K -1,000 -16%
HJA
1890
Hugh Johnson Advisors
New York
$420K -$23.3K -280 -5%
CG
1891
Corundum Group
Colorado
$420K +$13.9K +167 +3%
VCM
1892
Versant Capital Management
Arizona
$417K -$69K -828 -14%
MWM
1893
Merriman Wealth Management
Washington
$417K -$27.8K -333 -6%
PCM
1894
Perritt Capital Management
Illinois
$416K -$14.6K -175 -3%
BCM
1895
Baltimore Capital Management
Maryland
$415K
ACA
1896
Ackerman Capital Advisors
Texas
$414K +$250 +3 +0.1%
AIM
1897
Acropolis Investment Management
Missouri
$413K -$378K -4,530 -46%
OIA
1898
OneDigital Investment Advisors
Kansas
$412K +$667 +8 +0.2%
ECM
1899
EagleClaw Capital Management
Massachusetts
$409K -$6.25K -75 -1%
BOS
1900
Bank of Stockton
California
$408K -$106K -1,270 -20%

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.