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Procter & Gamble

2,275 hedge funds and large institutions have $142B invested in Procter & Gamble in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 828 increasing their positions, 954 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 68

9% more funds holding

Funds holding: 2,0782,275 (+197)

2% more capital invested

Capital invested by funds: $140B → $142B (+$2.17B)

0.73% more ownership

Funds ownership: 60.23%60.97% (+0.73%)

10% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $1.78B

6% less funds holding in top 10

Funds holding in top 10: 237223 (-14)

13% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 954

Holders
2,275
Holders Change
+197
Holders Change %
+9.48%
% of All Funds
51.59%
Holding in Top 10
223
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.91%
% of All Funds
5.06%
New
282
Increased
828
Reduced
954
Closed
68
Calls
$1.61B
Puts
$1.78B
Net Calls
-$174M
Net Calls Change
-$343M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
226
Morningstar Investment Services
Illinois
$51M -$3.31M -36,752 -6%
MA
227
MUFG Americas
New York
$50M +$855K +9,512 +2%
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$49.7M +$2.56M +28,490 +5%
SLAM
229
Swiss Life Asset Management
$48.8M +$8.93M +99,268 +23%
DADC
230
D.A. Davidson & Co
Montana
$48.8M -$1.62M -17,994 -3%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$47.6M +$1.76M +19,615 +4%
Nomura Asset Management
232
Nomura Asset Management
Japan
$47.4M +$999K +11,104 +2%
VRS
233
Virginia Retirement Systems
Virginia
$47.1M -$54K -600 -0.1%
First Manhattan
234
First Manhattan
New York
$47.1M -$904K -10,055 -2%
O
235
OppenheimerFunds
New York
$46.9M +$15.2M +168,845 +49%
SRIM
236
Saratoga Research & Investment Management
California
$46.4M +$26K +289 +0.1%
FT
237
Fiduciary Trust
Massachusetts
$46.1M -$1.14M -12,712 -2%
SC
238
Scotia Capital
Ontario, Canada
$45.1M +$1.73M +19,259 +4%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$44.8M +$3.1M +34,434 +8%
SG Americas Securities
240
SG Americas Securities
New York
$44.4M +$36.7M +407,853 +544%
QI
241
QS Investors
New York
$44.2M +$3.85M +42,817 +10%
Two Sigma Investments
242
Two Sigma Investments
New York
$44M -$2.28M -25,381 -5%
ERSOT
243
Employees Retirement System of Texas
Texas
$43.8M +$2.46M +27,400 +6%
URS
244
Utah Retirement Systems
Utah
$43.8M +$576K +6,400 +1%
LWM
245
Lenox Wealth Management
Ohio
$43.7M -$672K -7,472 -2%
HHAA
246
Henry H. Armstrong Associates
Pennsylvania
$43.2M +$178K +1,980 +0.4%
DILIC
247
Dai-ichi Life Insurance Company
Japan
$43M -$3.01M -33,419 -7%
CCP
248
Clarkston Capital Partners
Michigan
$42.6M +$249K +2,766 +0.6%
CI
249
Conning Inc
Connecticut
$42.6M +$2.2M +24,517 +6%
Citadel Advisors
250
Citadel Advisors
Florida
$42.3M +$10.9M +120,701 +35%

PG Hedge Fund Activity: Q4 2017 in Review

2,275 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2017, worth a combined $142B — up 1.6% from $140B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PG positions and 68 closed out — a net gain of 214 holders — while 828 added to existing stakes and 954 trimmed.

The largest buyer was American International Group, adding an estimated $483M. The largest seller was Fidelity Investments, cutting an estimated $348M.

  • 2,275 institutional investors held Procter & Gamble (PG) as of Q4 2017, up from 2,078 in Q3 2017.
  • Funds reported $142B of Procter & Gamble stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 282 funds opened new Procter & Gamble positions in Q4 2017 and 68 closed out, a net change of +214 holders.
  • The largest Procter & Gamble buyer in Q4 2017 was American International Group, an estimated $483M added.
  • The largest Procter & Gamble seller in Q4 2017 was Fidelity Investments, an estimated $348M sold.

Based on aggregated 13F filings for Q4 2017.