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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
CIM
376
Corda Investment Management
Texas
$20.8M -$703K -7,814 -3%
ACI
377
Alpha Cubed Investments
California
$20.6M +$2.34M +26,025 +13%
JMFC
378
J.M. Forbes & Co
Massachusetts
$20.5M +$72.8K +809 +0.4%
DCM
379
Dupont Capital Management
Delaware
$20.4M -$5.34M -59,409 -21%
AIL
380
AGF Investments LLC
Ontario, Canada
$20.3M +$3.83M +42,580 +24%
CPSAC
381
Chas P. Smith & Associates (CPS)
Florida
$20.2M +$754K +8,381 +4%
DJSG
382
D.J. St. Germain
Massachusetts
$20.2M +$175K +1,944 +0.9%
TF
383
TIAA FSB
Florida
$20.1M -$605K -6,722 -3%
RJT
384
Raymond James Trust
Florida
$20M -$298K -3,315 -1%
WAM
385
World Asset Management
Michigan
$20M -$1.66M -18,479 -8%
Victory Capital Management
386
Victory Capital Management
Texas
$19.8M +$1.44M +16,037 +8%
CA
387
Cullinan Associates
Kentucky
$19.8M -$7.29M -81,025 -27%
MTC
388
McDaniel Terry & Co
Texas
$19.6M -$76K -845 -0.4%
MAA
389
Matrix Asset Advisors
New York
$19.5M -$23.3K -259 -0.1%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$19.4M +$466K +5,184 +3%
BUB
391
BBVA USA Bancshares
Texas
$19.3M -$292K -3,250 -2%
SIM
392
Sprucegrove Investment Management
Ontario, Canada
$19.2M -$2.65M -29,500 -12%
SHIM
393
Stone House Investment Management
Pennsylvania
$19.1M +$185K +2,057 +1%
BAM
394
Berkshire Asset Management
Pennsylvania
$19.1M +$1.58M +17,534 +9%
CEP
395
Chicago Equity Partners
Illinois
$19M -$925K -10,280 -5%
YL
396
YCG LLC
Texas
$18.9M -$284K -3,163 -2%
CFB
397
Cullen/Frost Bankers
Texas
$18.9M +$33.1K +368 +0.2%
B
398
Barings
North Carolina
$18.7M +$6.39M +71,063 +54%
WG
399
Welch Group
Alabama
$18.5M +$634K +7,048 +4%
SI
400
Stephens Inc
Arkansas
$18.5M -$380K -4,228 -2%

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.