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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
AIM
251
Achmea Investment Management
Netherlands
$42.3M +$15.2M +169,059 +58%
HPC
252
HM Payson & Co
Maine
$42M -$1.55M -17,252 -4%
SAM
253
Shell Asset Management
Netherlands
$41.7M +$3.14M +34,874 +8%
CLOS
254
Compagnie Lombard Odier SCmA
Switzerland
$41.6M +$20.2M +225,157 +99%
AAF
255
Andra AP-fonden
Sweden
$41.4M +$941K +10,460 +2%
V
256
Veritable
Delaware
$41M -$1.25M -13,939 -3%
MIP
257
Mondrian Investment Partners
United Kingdom
$40.9M +$372K +4,133 +0.9%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$40.5M +$1.05M +11,625 +3%
ZIG
259
Zurich Insurance Group
Switzerland
$40.5M +$7.22M +80,250 +22%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$40.3M +$1.98M +22,001 +5%
SOADOR
261
State of Alaska Department of Revenue
Alaska
$40M +$21M +233,357 +115%
XK
262
Xact Kapitalforvaltning
Sweden
$40M +$2.65M +29,430 +7%
Mawer Investment Management
263
Mawer Investment Management
Alberta, Canada
$39.8M -$170K -1,892 -0.4%
MAM
264
Martingale Asset Management
Massachusetts
$39.5M -$381K -4,232 -1%
BCM
265
Becker Capital Management
Oregon
$39.5M -$934K -10,384 -2%
EPFB
266
Employees Provident Fund Board
Malaysia
$39.3M
NB
267
Norinchukin Bank
Japan
$39.1M +$6.82M +75,780 +22%
PI
268
Putnam Investments
Massachusetts
$39M +$19.5M +216,382 +104%
Envestnet Asset Management
269
Envestnet Asset Management
Illinois
$38.7M +$2.84M +31,564 +8%
FMW
270
Farr Miller & Washington
District of Columbia
$38.7M +$5.04K +56 +0%
PNC
271
Park National Corp
Ohio
$38.6M -$1.89M -20,962 -5%
AG
272
Advisor Group
Arizona
$38.5M +$1.47M +16,296 +4%
PTC
273
Philadelphia Trust Company
Pennsylvania
$38.4M +$2.8M +31,187 +8%
BTW
274
Boston Trust Walden
Massachusetts
$38.2M -$4.36M -48,481 -10%
PSUF
275
People's United Financial
Connecticut
$37.7M -$1.6M -17,739 -4%

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.