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Procter & Gamble

2,078 hedge funds and large institutions have $140B invested in Procter & Gamble in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 778 increasing their positions, 973 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 58

11% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $1.59B

4% more capital invested

Capital invested by funds: $134B → $140B (+$5.46B)

0% more funds holding

Funds holding: 2,0752,078 (+3)

0% more ownership

Funds ownership: 60.23%60.23% (+0%)

2% less funds holding in top 10

Funds holding in top 10: 241237 (-4)

20% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 973

Holders
2,078
Holders Change
+3
Holders Change %
+0.14%
% of All Funds
51.79%
Holding in Top 10
237
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.66%
% of All Funds
5.91%
New
76
Increased
778
Reduced
973
Closed
58
Calls
$1.75B
Puts
$1.59B
Net Calls
+$168M
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MUFG Americas
New York
$48.7M +$578K +6,346 +1%
CGT
227
Capital Guardian Trust
California
$48M -$382K -4,198 -0.8%
First Manhattan
228
First Manhattan
New York
$47.5M -$1.08M -11,906 -2%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$47.4M +$3.33M +36,623 +8%
Mariner
230
Mariner
Kansas
$46.9M -$30.4M -333,537 -39%
FT
231
Fiduciary Trust
Massachusetts
$46.8M -$988K -10,855 -2%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$46.8M -$34M -373,147 -42%
VRS
233
Virginia Retirement Systems
Virginia
$46.7M -$3.36M -36,900 -7%
SRIM
234
Saratoga Research & Investment Management
California
$45.9M -$1.13M -12,401 -2%
Nomura Asset Management
235
Nomura Asset Management
Japan
$45.9M +$1.98M +21,719 +5%
Two Sigma Investments
236
Two Sigma Investments
New York
$45.9M +$27M +296,511 +143%
CA
237
Commerzbank Aktiengesellschaft
Germany
$45.7M +$7.32M +80,376 +19%
DILIC
238
Dai-ichi Life Insurance Company
Japan
$45.7M -$719K -7,898 -2%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$45.3M +$7.85M +86,272 +21%
AA
240
ALPS Advisors
Colorado
$44.5M -$3.89M -42,754 -8%
LWM
241
Lenox Wealth Management
Ohio
$44M +$827K +9,088 +2%
AAMU
242
Amundi Asset Management US
Massachusetts
$43.2M +$14.1M +154,480 +48%
HPC
243
HM Payson & Co
Maine
$43.1M -$237K -2,604 -0.5%
SC
244
Scotia Capital
Ontario, Canada
$42.9M +$7.13M +78,318 +20%
URS
245
Utah Retirement Systems
Utah
$42.8M +$63.7K +700 +0.1%
HHAA
246
Henry H. Armstrong Associates
Pennsylvania
$42.5M +$715K +7,855 +2%
EIM
247
ExxonMobil Investment Management
Texas
$42.4M -$2.31M -25,389 -5%
BTW
248
Boston Trust Walden
Massachusetts
$42.2M -$3.06M -33,578 -7%
SAM
249
Sentinel Asset Management
Vermont
$42.2M -$6.32M -69,400 -13%
CCP
250
Clarkston Capital Partners
Michigan
$41.9M +$140K +1,535 +0.3%

PG Hedge Fund Activity: Q3 2017 in Review

2,078 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2017, worth a combined $140B — up 4.1% from $134B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PG positions and 58 closed out — a net gain of 18 holders — while 778 added to existing stakes and 973 trimmed.

The largest buyer was Bank of America, adding an estimated $284M. The largest seller was Fidelity Investments, cutting an estimated $403M.

  • 2,078 institutional investors held Procter & Gamble (PG) as of Q3 2017, up from 2,075 in Q2 2017.
  • Funds reported $140B of Procter & Gamble stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 76 funds opened new Procter & Gamble positions in Q3 2017 and 58 closed out, a net change of +18 holders.
  • The largest Procter & Gamble buyer in Q3 2017 was Bank of America, an estimated $284M added.
  • The largest Procter & Gamble seller in Q3 2017 was Fidelity Investments, an estimated $403M sold.

Based on aggregated 13F filings for Q3 2017.