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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
TTWM
526
TCV Trust & Wealth Management
Virginia
$11.7M -$275K -3,062 -2%
PCM
527
Parsons Capital Management
Rhode Island
$11.7M -$48.7K -542 -0.4%
RG
528
Rikoon Group
New Mexico
$11.7M -$48K -534 -0.4%
TWM
529
Torch Wealth Management
Ohio
$11.7M -$284K -3,156 -2%
GFP
530
Gryphon Financial Partners
Ohio
$11.6M +$11.4M +126,705 New
FAB
531
First American Bank
Illinois
$11.6M +$117K +1,299 +1%
OCG
532
Opus Capital Group
Ohio
$11.3M -$234K -2,601 -2%
ACM
533
Azimuth Capital Management
Michigan
$11.3M -$463K -5,150 -4%
CIA
534
Capital Investment Advisors
Georgia
$11.2M +$54.6K +607 +0.5%
LM
535
Lincluden Management
Ontario, Canada
$11M -$250K -2,775 -2%
FWM
536
Frontier Wealth Management
Missouri
$11M -$1.71M -19,029 -14%
TNB
537
Thomasville National Bank
Georgia
$11M -$1.21M -13,428 -10%
BA
538
Bridgewater Associates
Connecticut
$11M +$10.7M +119,531 New
SSWM
539
Smith Salley Wealth Management
North Carolina
$10.9M +$234K +2,607 +2%
LIC
540
Lodestar Investment Counsel
Illinois
$10.9M -$405K -4,499 -4%
GCC
541
Guardian Capital (Canada)
Ontario, Canada
$10.8M +$744K +8,271 +8%
MIM
542
Martin Investment Management
Florida
$10.8M
SCA
543
Stonebridge Capital Advisors
Minnesota
$10.8M +$204K +2,272 +2%
CNB
544
Camden National Bank
Maine
$10.8M +$65.7K +730 +0.6%
WIC
545
Wilkins Investment Counsel
Massachusetts
$10.7M -$253K -2,815 -2%
NP
546
NS Partners
United Kingdom
$10.6M +$332K +3,697 +3%
BA
547
Boston Advisors
Massachusetts
$10.6M -$1.54M -17,155 -13%
LCM
548
Logan Capital Management
Pennsylvania
$10.6M -$68.5K -762 -0.7%
Bessemer Group
549
Bessemer Group
New Jersey
$10.5M -$72.8K -810 -0.7%
NIA
550
Northstar Investment Advisors
Colorado
$10.5M +$291K +3,235 +3%

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.