We are live on ! Find out more
PG icon

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
AT
676
Argent Trust
Texas
$7.6M -$110K -1,218 -1%
CA
677
Cetera Advisors
Colorado
$7.59M -$572K -6,357 -7%
BCM
678
BTC Capital Management
Iowa
$7.59M -$37.1K -413 -0.5%
WI
679
WBI Investments
New Jersey
$7.56M +$7.4M +82,238 New
FAT
680
First American Trust
California
$7.55M +$161K +1,795 +2%
JC
681
Jacobs & Co
California
$7.53M +$50.6K +563 +0.5%
RSVP
682
Ramsay Stattman Vela & Price
Colorado
$7.5M +$25.9K +288 +0.4%
CPIM
683
Columbia Partners Investment Management
Virginia
$7.49M +$7.11M +79,041 +3,218%
BC
684
Brookfield Corp
Ontario, Canada
$7.46M +$7.31M +81,230 New
CWM
685
Calamos Wealth Management
Illinois
$7.45M -$126K -1,404 -2%
DP
686
Dearborn Partners
Illinois
$7.42M +$1.35K +15 +0%
LSV Asset Management
687
LSV Asset Management
Illinois
$7.41M -$378K -4,200 -5%
FCM
688
Flinton Capital Management
Pennsylvania
$7.39M +$387K +4,304 +6%
PWW
689
Pettyjohn Wood & White
Virginia
$7.39M -$434K -4,831 -6%
CK
690
Cohen Klingenstein
New York
$7.36M
CVSCT
691
C.V. Starr & Co Trust
New York
$7.35M
VFA
692
Valeo Financial Advisors
Indiana
$7.35M +$3.18M +35,365 +79%
BCM
693
BTR Capital Management
California
$7.34M -$107K -1,195 -1%
JWBC
694
J.W. Burns & Co
New York
$7.33M -$173K -1,925 -2%
EFS
695
Essex Financial Services
Connecticut
$7.33M -$388K -4,319 -5%
LIM
696
Leavell Investment Management
Alabama
$7.32M -$7.11K -79 -0.1%
DY
697
Dowling & Yahnke
California
$7.29M -$95.7K -1,064 -1%
H
698
HoyleCohen
California
$7.29M +$7.13M +79,309 New
FMBTD
699
First Midwest Bank Trust Division
Illinois
$7.25M -$532K -5,913 -7%
TIM
700
Thompson Investment Management
Wisconsin
$7.23M +$71.2K +792 +1%

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.