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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
AWA
501
ARS Wealth Advisors
Florida
$12.6M -$903K -10,045 -7%
PAS
502
Professional Advisory Services
Florida
$12.6M +$144K +1,604 +1%
PAG
503
Private Advisor Group
New Jersey
$12.6M -$7.69M -85,468 -38%
CCM
504
Cadence Capital Management
Massachusetts
$12.5M -$533K -5,922 -4%
BFO
505
Boston Family Office
Massachusetts
$12.4M -$44.9K -499 -0.4%
AIP
506
Ameritas Investment Partners
Nebraska
$12.4M -$1.03M -11,413 -8%
NEI
507
Northwest & Ethical Investments
Ontario, Canada
$12.4M -$35.1K -390 -0.3%
PCAP
508
Pratt Collard Advisory Partners
New York
$12.4M +$12.1M +134,545 New
Wolverine Trading
509
Wolverine Trading
Illinois
$12.3M +$12M +133,935 New
GAM
510
Guinness Asset Management
United Kingdom
$12.3M
BS
511
Banco Santander
Spain
$12.3M -$1.23M -13,641 -9%
IIM
512
Intact Investment Management
Quebec, Canada
$12.3M +$1.08M +12,000 +10%
CAPTRUST Financial Advisors
513
CAPTRUST Financial Advisors
North Carolina
$12.2M +$5.34M +59,330 +80%
CAN
514
Cetera Advisor Networks
California
$12.2M -$261K -2,898 -2%
LIA
515
LS Investment Advisors
Michigan
$12.2M +$274K +3,049 +2%
FPCM
516
Financial Partners Capital Management
New York
$12.2M -$61.6K -685 -0.5%
CAM
517
Close Asset Management
United Kingdom
$12.1M -$66.1K -735 -0.6%
ADEF
518
Adams Diversified Equity Fund
Maryland
$12.1M
RW
519
Rand Wealth
Maryland
$12.1M -$70.1K -780 -0.6%
CTI
520
Community Trust & Investment
Kentucky
$12M -$1.32M -14,624 -10%
RMDI
521
R.M. Davis Inc
Maine
$11.8M -$348K -3,867 -3%
SMI
522
Shelter Mutual Insurance
Missouri
$11.8M
BOS
523
Bingham Osborn & Scarborough
California
$11.7M +$1.36M +15,073 +13%
CCMD
524
Cypress Capital Management (Delaware)
Delaware
$11.7M +$1.28M +14,184 +13%
RCYC
525
Richard C. Young & Co
Rhode Island
$11.7M +$230K +2,553 +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.