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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
SIM
426
Sentry Investment Management
Wisconsin
$16.1M -$1.14M -12,658 -7%
QAM
427
QCI Asset Management
New York
$16M +$392K +4,354 +3%
FFIC
428
First Fiduciary Investment Counsel
Ohio
$16M -$1.12M -12,405 -7%
AssetMark Inc
429
AssetMark Inc
California
$16M +$386K +4,287 +3%
KFS
430
Kurt F. Somerville
$15.9M -$990K -11,006 -6%
PL
431
Parthenon LLC
Kentucky
$15.8M -$759K -8,435 -5%
EP
432
Elkfork Partners
Oregon
$15.7M +$823K +9,146 +6%
OC
433
Oppenheimer & Co
New York
$15.7M -$406K -4,516 -3%
SF
434
Synovus Financial
Georgia
$15.7M +$283K +3,146 +2%
BPCE
435
Bank Pictet & Cie (Europe)
Germany
$15.6M +$3.37M +37,420 +28%
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$15.5M -$316K -3,513 -2%
CDH
437
Charles D. Hyman
$15.5M -$200K -2,223 -1%
PG
438
Pendal Group
Australia
$15.4M +$870K +9,678 +6%
IA
439
IFP Advisors
Florida
$15.4M -$16.1M -178,835 -52%
6M
440
6 Meridian
Kansas
$15M +$14.7M +163,753 New
CIM
441
Confluence Investment Management
Missouri
$15M +$403K +4,476 +3%
DDC
442
DF Dent & Co
Maryland
$14.9M -$522K -5,805 -3%
PWLP
443
Prio Wealth Limited Partnership
Massachusetts
$14.9M -$271K -3,014 -2%
ABTD
444
Arvest Bank Trust Division
Oklahoma
$14.9M -$574K -6,384 -4%
WSFS
445
Wilmington Savings Fund Society
Delaware
$14.8M -$173K -1,920 -1%
SC
446
Saturna Capital
Washington
$14.8M -$168K -1,871 -1%
SBWM
447
Sunflower Bank Wealth Management
Arizona
$14.8M -$38.7K -430 -0.3%
OPCM
448
Osborne Partners Capital Management
California
$14.7M -$5.4K -60 -0%
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$14.7M +$239K +2,660 +2%
BFM
450
Boston Financial Management
Massachusetts
$14.6M +$52.6K +585 +0.4%

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.