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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
CIC
651
Cutler Investment Counsel
Oregon
$8.02M +$83.3K +926 +1%
GT
652
Greenleaf Trust
Michigan
$8.02M +$79.1K +879 +1%
TNBTD
653
Trustmark National Bank Trust Department
Mississippi
$8.01M -$133K -1,484 -2%
FLPIM
654
F.L. Putnam Investment Management
Massachusetts
$7.99M -$160K -1,775 -2%
TSS
655
Thomas Story & Son
Indiana
$7.97M -$1.2M -13,350 -13%
IC
656
InterOcean Capital
Illinois
$7.96M +$5.04M +56,057 +184%
CCFCSB
657
Cape Cod Five Cents Savings Bank
Massachusetts
$7.95M -$621K -6,902 -7%
MIM
658
Marco Investment Management
Georgia
$7.92M -$109K -1,208 -1%
VFA
659
Voya Financial Advisors
Connecticut
$7.88M -$141K -1,570 -2%
MJP
660
Michael J. Puzo
$7.88M +$1.65M +18,390 +27%
PFPT
661
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.88M +$910K +10,117 +13%
SWP
662
Stratos Wealth Partners
Ohio
$7.86M -$234K -2,599 -3%
FTC
663
Farmers Trust Company
Ohio
$7.83M -$123K -1,367 -2%
FCBT
664
First Citizens Bank & Trust
North Carolina
$7.78M +$2.9M +32,223 +61%
HA
665
Harfst & Associates
Wyoming
$7.76M +$10.6K +118 +0.1%
SIRP
666
Shelter Insurance Retirement Plan
Missouri
$7.74M
BFIM
667
Beese Fulmer Investment Management
Ohio
$7.71M +$20K +222 +0.3%
FAF
668
Första AP-fonden
Sweden
$7.7M -$450K -5,000 -6%
BHWM
669
Bar Harbor Wealth Management
New Hampshire
$7.67M -$538K -5,981 -7%
LFA
670
Legacy Financial Advisors
Kentucky
$7.65M +$7.49M +83,305 New
Cerity Partners
671
Cerity Partners
New York
$7.65M -$596K -6,625 -7%
W
672
Wealthfront
California
$7.65M -$726K -8,074 -9%
CCM
673
Catawba Capital Management
Virginia
$7.65M -$201K -2,235 -3%
BAS
674
Brown Advisory Securities
Maryland
$7.64M +$177K +1,968 +2%
MCM
675
MAI Capital Management
Ohio
$7.62M +$1.28M +14,189 +21%

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.