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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
SGCA
601
Steel Grove Capital Advisors
Tennessee
$9.21M +$2.51M +27,957 +39%
MSE
602
MUFG Securities EMEA
United Kingdom
$9.19M +$8.99M +100,000 New
NPPM
603
North Point Portfolio Managers
Ohio
$9.13M -$182K -2,027 -2%
RB
604
Rodgers Brothers
Pennsylvania
$9.11M +$10.7K +119 +0.1%
TIAAOA
605
Teachers Insurance & Annuity Association of America
New York
$9.08M -$2.93M -32,600 -25%
CRB
606
Chad R. Baker
$9.06M -$2.7M -30,000 -23%
CNBT
607
Canandaigua National Bank & Trust
New York
$9.04M +$108K +1,201 +1%
FA
608
FDx Advisors
Illinois
$9.03M -$1.7M -18,892 -16%
MERSOM
609
Municipal Employees' Retirement System of Michigan
Michigan
$9.03M +$151K +1,680 +2%
CIC
610
Carnegie Investment Counsel
Ohio
$9.03M +$852K +9,478 +9%
GWM
611
Geneos Wealth Management
Colorado
$8.98M +$612K +6,810 +7%
RT
612
Rockland Trust
Massachusetts
$8.94M +$379K +4,210 +5%
PGIM
613
Pacific Global Investment Management
California
$8.9M -$91.6K -1,018 -1%
IIC
614
Ironwood Investment Counsel
Arizona
$8.86M +$125K +1,394 +1%
OAC
615
OMERS Administration Corp
Ontario, Canada
$8.81M +$5.44M +60,500 +171%
CT
616
Cambridge Trust
Massachusetts
$8.78M -$129K -1,435 -1%
CCM
617
Condor Capital Management
New Jersey
$8.77M -$18K -200 -0.2%
MCM
618
Murphy Capital Management
New Jersey
$8.76M -$80.7K -897 -0.9%
LA
619
Lynch & Associates
Indiana
$8.76M +$149K +1,652 +2%
AC
620
Avestar Capital
New York
$8.75M +$8.57M +95,321 New
SFM
621
Stack Financial Management
Montana
$8.73M -$114K -1,264 -1%
ST
622
Smithfield Trust
Pennsylvania
$8.69M +$756K +8,409 +10%
MYAM
623
Meiji Yasuda Asset Management
Japan
$8.63M -$199K -2,210 -2%
ONB
624
Old National Bancorp
Indiana
$8.63M -$113K -1,257 -1%
CAM
625
Cypress Asset Management
Texas
$8.63M -$458K -5,097 -5%

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.