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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
NWS
1926
Newport Wealth Strategies
California
$381K -$177K -2,121 -31%
SGK
1927
Steigerwald Gordon & Koch
Virginia
$380K +$1.5K +18 +0.4%
CCM
1928
Carlson Capital Management
Minnesota
$378K -$32.8K -394 -8%
Aristotle Capital Management
1929
Aristotle Capital Management
California
$376K +$20K +240 +5%
SOAMC
1930
Spirit of America Management Corp
New York
$373K
BWP
1931
Baldwin Wealth Partners
Massachusetts
$369K -$9.67K -116 -2%
KFA
1932
Kelleher Financial Advisors
New York
$369K +$389K +4,663 New
MAA
1933
Mraz Amerine & Associates
California
$367K +$3.67K +44 +1%
AWA
1934
AmeriServ Wealth Advisors
Pennsylvania
$364K +$417K +5,000 New
MFG
1935
Monte Financial Group
Connecticut
$363K -$1.63M -19,498 -81%
FAM
1936
Fenimore Asset Management
New York
$359K -$77.1K -925 -17%
MIC
1937
Meridian Investment Counsel
California
$358K -$2.42K -29 -0.6%
PGWM
1938
Parisi Gray Wealth Management
New Jersey
$357K -$3.75K -45 -0.9%
RAM
1939
Redmond Asset Management
Virginia
$355K -$32.5K -390 -8%
OFW
1940
Omnia Family Wealth
Florida
$353K -$73K -875 -16%
BBWA
1941
Bell & Brown Wealth Advisors
California
$352K +$8.5K +102 +2%
SWA
1942
SFMG Wealth Advisors
Texas
$352K +$95.6K +1,147 +35%
RI
1943
Ridgewood Investments
New Jersey
$351K +$45K +540 +14%
HR
1944
Howe & Rusling
New York
$350K -$77.3K -927 -17%
TFF
1945
The Family Firm
Maryland
$349K -$11.8K -142 -3%
FFW
1946
Fusion Family Wealth
New York
$349K +$9.09K +109 +3%
MPM
1947
Meritage Portfolio Management
Kansas
$348K -$25K -300 -6%
HWA
1948
Heritage Wealth Advisors
Virginia
$345K -$8.34K -100 -2%
HFA
1949
High Falls Advisors
New York
$344K -$16.7K -200 -4%
DLHL
1950
Donald L. Hagan LLC
Florida
$344K +$8.34K +100 +2%

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.