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
BCA
1901
Berman Capital Advisors
Georgia
$407K -$24.5K -294 -5%
AIS
1902
American Investment Services
Massachusetts
$406K -$41.7K -500 -9%
ICM
1903
IMS Capital Management
Oregon
$406K
WBG
1904
Wharton Business Group
Pennsylvania
$405K +$4.75K +57 +1%
WCA
1905
Westover Capital Advisors
Delaware
$404K -$1.77M -21,203 -81%
EWF
1906
Epstein & White Financial
California
$404K +$18.9K +227 +5%
NMC
1907
Nine Masts Capital
Hong Kong
$404K +$425K +5,100 New
BWA
1908
BDO Wealth Advisors
Florida
$400K -$119K -1,429 -22%
CC
1909
Capital Counsel
New York
$400K +$95.9K +1,150 +30%
MCM
1910
Mitchell Capital Management
Kansas
$400K +$172K +2,063 +69%
SWM
1911
Shakespeare Wealth Management
Wisconsin
$399K +$445K +5,333 New
PTC
1912
Provident Trust Company
Wisconsin
$398K -$500K -6,000 -54%
KL
1913
KWMG LLC
Kansas
$398K -$5.09K -61 -1%
FIAS
1914
FinTrust Investment Advisory Services
South Carolina
$397K +$29.8K +358 +8%
GHAM
1915
Gilman Hill Asset Management
Connecticut
$396K -$406K -4,875 -49%
ACM
1916
Alethea Capital Management
Washington
$396K +$66.7K +800 +19%
PWM
1917
Perigon Wealth Management
California
$394K +$122K +1,461 +42%
XS
1918
XML Securities
Maryland
$393K +$54.1K +649 +15%
MNG
1919
Manning & Napier Group
New York
$393K +$414K +4,960 New
MIFH
1920
Migdal Insurance & Financial Holdings
Israel
$392K +$6.17K +74 +2%
BHB
1921
Bank Hapoalim BM
Israel
$391K -$665K -7,980 -62%
TIA
1922
Tiemann Investment Advisors
California
$388K +$48.1K +577 +13%
GAMC
1923
Garner Asset Management Corp
Texas
$386K +$25.1K +301 +7%
XSC
1924
X-Square Capital
Puerto Rico
$385K +$4.08K +49 +1%
SCM
1925
Stordahl Capital Management
Colorado
$384K

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.