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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
DDPIC
2001
Deroy & Devereaux Private Investment Counsel
Michigan
$293K -$83.4K -1,000 -21%
MWM
2002
Mascoma Wealth Management
New Hampshire
$293K +$83 +1 +0%
JAM
2003
Jolley Asset Management
North Carolina
$293K +$42.1K +505 +16%
PHAM
2004
Palisades Hudson Asset Management
Florida
$292K
SCM
2005
SKBA Capital Management
California
$291K -$313K -3,750 -51%
AWA
2006
Acorn Wealth Advisors
Michigan
$291K -$14.3K -172 -4%
FAM
2007
Flaharty Asset Management
Florida
$291K +$250 +3 +0.1%
WA
2008
Wealth Architects
California
$290K -$70.5K -845 -19%
RWMH
2009
Riverpoint Wealth Management Holdings
Illinois
$288K +$750 +9 +0.2%
MLFP
2010
MPS Loria Financial Planners
Illinois
$288K +$1.17K +14 +0.4%
OIM
2011
Orca Investment Management
Oregon
$286K -$126K -1,512 -30%
CG
2012
CFO4Life Group
Texas
$286K -$30.8K -370 -9%
NFG
2013
Nadler Financial Group
Illinois
$285K -$11.3K -136 -4%
SNBOSD
2014
Security National Bank of So Dak
Iowa
$284K +$108K +1,293 +57%
CA
2015
Continuum Advisory
Idaho
$283K -$233K -2,792 -44%
IF
2016
IRON Financial
Illinois
$283K +$13.8K +166 +5%
HK
2017
Horizon Kinetics
New York
$282K -$110K -1,325 -27%
NPPM
2018
North Point Portfolio Managers
Ohio
$281K -$7.99M -95,819 -96%
SCG
2019
Sonata Capital Group
Washington
$281K -$129K -1,550 -30%
DDC
2020
Daniel Devine & Co
Florida
$281K
FC
2021
FCA Corp
Texas
$277K
PCFFS
2022
Pacific Center for Financial Services
California
$274K
PGA
2023
Premia Global Advisors
Florida
$274K +$22.6K +271 +8%
WCM
2024
Wedge Capital Management
North Carolina
$274K +$26.5K +318 +10%
SL
2025
Signition LP
New York
$274K +$289K +3,462 New

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.