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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
CCA
401
Cobblestone Capital Advisors
New York
$18.5M +$1.18M +13,164 +7%
MIH
402
Madison Investment Holdings
Wisconsin
$18.5M -$1.14M -12,729 -6%
SMDAM
403
Sumitomo Mitsui DS Asset Management
Japan
$18.5M -$959K -10,660 -5%
Flossbach Von Storch
404
Flossbach Von Storch
Germany
$18.4M +$1.2M +13,350 +7%
GW
405
GW & Wade
Massachusetts
$18.3M +$1.34M +14,864 +8%
WG
406
Winton Group
United Kingdom
$18.1M -$8.42M -93,595 -32%
CCM
407
Covington Capital Management
California
$17.7M -$235K -2,610 -1%
CBN
408
Cadence Bank NA
Texas
$17.7M -$181K -2,010 -1%
MHIC
409
Marble Harbor Investment Counsel
Massachusetts
$17.6M +$146K +1,626 +0.9%
SYBT
410
Stock Yards Bank & Trust
Kentucky
$17.4M -$229K -2,546 -1%
RIM
411
Redpoint Investment Management
Australia
$17.2M +$16.8M +186,743 New
Jones Financial Companies
412
Jones Financial Companies
Missouri
$17.1M +$27K +300 +0.2%
CAI
413
Capital Advisors Inc
Oklahoma
$17.1M -$280K -3,112 -2%
SC
414
SRB Corp
Massachusetts
$17M +$204K +2,266 +1%
GIM
415
Grassi Investment Management
California
$17M +$41.9K +466 +0.3%
Mariner
416
Mariner
Kansas
$17M -$29.7M -330,647 -64%
HCM
417
Horan Capital Management
Maryland
$16.9M -$276K -3,072 -2%
RMA
418
Roffman Miller Associates
Pennsylvania
$16.8M -$258K -2,866 -2%
HAM
419
Highstreet Asset Management
Ontario, Canada
$16.6M +$14.7M +163,147 +915%
BSA
420
Braun Stacey Associates
New York
$16.6M -$413K -4,595 -2%
SCM
421
Sterling Capital Management
North Carolina
$16.6M +$2.22M +24,714 +16%
KCM
422
Kanawha Capital Management
Virginia
$16.5M +$80.4K +894 +0.5%
NIM
423
Northeast Investment Management
Massachusetts
$16.4M -$869K -9,661 -5%
BB
424
Busey Bank
Illinois
$16.2M +$121K +1,344 +0.8%
DC
425
Davenport & Co
Virginia
$16.2M +$618K +6,869 +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.