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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
SSWM
1976
Sheets Smith Wealth Management
North Carolina
$323K -$37.3K -447 -10%
BAAM
1977
Baker Avenue Asset Management
California
$320K +$337K +4,040 New
AAM
1978
American Asset Management
Florida
$318K +$29.2K +350 +10%
CIA
1979
Cascade Investment Advisors
Oregon
$318K +$23.8K +285 +8%
CRWM
1980
Castle Rock Wealth Management
California
$317K +$108K +1,294 +48%
WPA
1981
West Paces Advisors
Georgia
$316K -$28.3K -340 -8%
APG
1982
Abacus Planning Group
South Carolina
$313K -$102K -1,221 -24%
AIM
1983
Arcadia Investment Management
Michigan
$313K -$63.8K -765 -16%
BFPW
1984
BOK Financial Private Wealth
Colorado
$312K -$54.7K -656 -14%
CCA
1985
Conestoga Capital Advisors
Pennsylvania
$312K
BCWM
1986
Blue Chip Wealth Management
Florida
$310K +$325K +3,904 New
JFGLC
1987
Johnson Financial Group LLC (Colorado)
Colorado
$309K -$25.9K -311 -7%
SA
1988
SRH Advisors
Kansas
$307K
FIM
1989
Fernwood Investment Management
Massachusetts
$306K
GA
1990
Gateway Advisory
New Jersey
$305K -$194K -2,321 -38%
RHBC
1991
R.H. Bluestein & Co
Michigan
$304K -$1.67K -20 -0.5%
TI
1992
Truepoint Inc
Ohio
$303K -$23.2M -278,213 -92%
CM
1993
Castleark Management
Illinois
$301K
IWP
1994
Icon Wealth Partners
Texas
$300K -$51.3K -615 -14%
CA
1995
Centerpoint Advisors
Massachusetts
$297K +$122K +1,460 +64%
HS
1996
Huntington Steele
Pennsylvania
$296K
BWFA
1997
Baltimore-Washington Financial Advisors
Maryland
$296K +$79K +948 +34%
RPGK
1998
Retirement Planning Group (Kansas)
Kansas
$295K +$4.17K +50 +1%
HBWM
1999
Hollow Brook Wealth Management
New York
$294K
PCM
2000
Prelude Capital Management
New York
$293K -$165K -1,980 -35%

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.