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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
11A
476
10-15 Associates
New York
$13.4M +$161K +1,788 +1%
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$13.4M +$82.7K +919 +0.6%
CIBC World Market
478
CIBC World Market
Ontario, Canada
$13.3M -$21.3M -236,379 -62%
TBA
479
Tower Bridge Advisors
Pennsylvania
$13.3M -$427K -4,751 -3%
HTHT
480
Hemenway Trust Hemenway Trust
New Hampshire
$13.3M +$205K +2,276 +2%
MC
481
Martin Currie
United Kingdom
$13.2M -$2.11M -23,473 -14%
WCM
482
Windward Capital Management
California
$13.2M +$389K +4,322 +3%
AA
483
Ancora Advisors
Ohio
$13.2M +$338K +3,759 +3%
LDB
484
Lee, Danner & Bass
Tennessee
$13.1M -$198K -2,200 -2%
MC
485
Moors & Cabot
Massachusetts
$13.1M +$638K +7,092 +5%
RG
486
Rathbones Group
United Kingdom
$13M -$426K -4,735 -3%
NLGIA
487
Nippon Life Global Investors Americas
New York
$13M +$2.62M +29,100 +26%
GHCM
488
Glen Harbor Capital Management
California
$12.9M +$677K +7,532 +6%
FNFDCM
489
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.9M +$96.9K +1,078 +0.8%
BAM
490
Barrett Asset Management
New York
$12.9M +$207K +2,304 +2%
BBA
491
BLB&B Advisors
Pennsylvania
$12.9M +$61.7K +686 +0.5%
HL
492
HeadInvest LLC
Maine
$12.9M -$223K -2,480 -2%
TCOV
493
Trust Company of Vermont
Vermont
$12.8M -$66.5K -739 -0.5%
MFBTD
494
MB Financial Bank - Trust Department
Illinois
$12.8M +$1.46M +16,275 +13%
FNT
495
First National Trust
Pennsylvania
$12.8M +$756K +8,403 +6%
SIC
496
Salem Investment Counselors
North Carolina
$12.8M -$51.5K -573 -0.4%
Dodge & Cox
497
Dodge & Cox
California
$12.8M -$267K -2,970 -2%
DWM
498
Doyle Wealth Management
Florida
$12.7M -$299K -3,327 -2%
FQ
499
First Quadrant
California
$12.7M +$875K +9,727 +8%
FWCM
500
Ferguson Wellman Capital Management
Oregon
$12.6M -$488K -5,425 -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.