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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
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$916M +$8.96M +99,624 +1%
CRC
27
Cedar Rock Capital
United Kingdom
$907M -$682K -7,584 -0.1%
UBS AM
28
UBS AM
Illinois
$848M -$6.84M -76,057 -0.8%
Fisher Asset Management
29
Fisher Asset Management
Washington
$841M +$24.2M +269,402 +3%
TCIM
30
TIAA CREF Investment Management
New York
$825M -$65.8M -731,332 -8%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$755M +$4.41M +49,037 +0.6%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$741M +$13.4M +148,558 +2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$711M -$164M -1,822,401 -19%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$710M +$34.2M +380,734 +5%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$704M -$5.36M -59,546 -0.8%
Ameriprise
36
Ameriprise
Minnesota
$679M -$117M -1,299,989 -15%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$665M +$1.3M +14,400 +0.2%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$649M -$316M -3,516,425 -33%
Deutsche Bank
39
Deutsche Bank
Germany
$642M +$144M +1,597,414 +30%
PPA
40
Parametric Portfolio Associates
Washington
$631M +$23.7M +263,748 +4%
Franklin Resources
41
Franklin Resources
California
$628M +$2.65M +29,453 +0.4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$611M +$36.2M +402,452 +6%
AIG
43
American International Group
New York
$603M +$483M +5,368,843 +448%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$592M +$27.5K +306 +0%
ClearBridge Investments
45
ClearBridge Investments
New York
$569M +$45M +499,990 +9%
Federated Hermes
46
Federated Hermes
Pennsylvania
$559M -$39.1M -434,350 -7%
Capital International Investors
47
Capital International Investors
California
$541M -$25.7M -285,814 -5%
US Bancorp
48
US Bancorp
Minnesota
$527M -$10.2M -112,992 -2%
AQR Capital Management
49
AQR Capital Management
Connecticut
$519M +$22.5M +250,483 +5%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$511M -$3.13M -34,853 -0.6%

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.