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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
WP
2026
WealthSource Partners
California
$273K -$168K -2,014 -37%
CF
2027
Corrigan Financial
Rhode Island
$273K +$6.75K +81 +2%
GC
2028
Gilbert & Cook
Iowa
$272K -$8.59K -103 -3%
CG
2029
Clinton Group
New York
$270K +$284K +3,411 New
BIM
2030
Baldwin Investment Management
Pennsylvania
$269K
SCM
2031
Shapiro Capital Management
Georgia
$267K -$7.92K -95 -3%
DSN
2032
D. Scott Neal
Kentucky
$267K
CCM
2033
Colorado Capital Management
Colorado
$264K +$6.42K +77 +2%
LWA
2034
Lenox Wealth Advisors
New York
$264K +$143K +1,714 +106%
HCM
2035
Harvey Capital Management
Florida
$263K
PCMI
2036
Paradigm Capital Management Inc
New York
$262K -$25K -300 -8%
MYIA
2037
Mount Yale Investment Advisors
Colorado
$262K +$276K +3,309 New
WCWM
2038
Willow Creek Wealth Management
California
$260K +$274K +3,283 New
CAM
2039
Covenant Asset Management
New Jersey
$259K -$7.5K -90 -3%
PCA
2040
Providence Capital Advisors
North Carolina
$259K -$5.25K -63 -2%
JIP
2041
Jaffetilchin Investment Partners
Florida
$259K +$37.2K +446 +16%
HCM
2042
Harvest Capital Management
New Hampshire
$258K -$12.5K -150 -4%
TA
2043
Trellis Advisors
Washington
$256K +$9.09K +109 +3%
PCM
2044
Princeton Capital Management
New Jersey
$256K +$30.5K +366 +13%
VAM
2045
Verity Asset Management
North Carolina
$255K +$25.7K +308 +11%
REMPR
2046
Roof Eidam Maycock Peralta (REMP)
California
$255K +$28.9K +347 +12%
ID
2047
Integral Derivatives
New York
$255K +$268K +3,216 New
CFIA
2048
Cantor Fitzgerald Investment Advisors
New York
$254K
CFA
2049
Cahill Financial Advisors
Minnesota
$254K +$35.8K +429 +15%
WP
2050
WealthShield Partners
North Carolina
$254K +$39.9K +478 +18%

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.