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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
BWFM
701
Bridgewater Wealth & Financial Management
Maryland
$7.22M -$139K -1,544 -2%
PAM
702
Private Asset Management
California
$7.21M -$1.18M -13,132 -14%
LS
703
Livforsakringsbolaget Skandia
Sweden
$7.21M -$1.15M -12,800 -14%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$7.21M +$33.9K +377 +0.5%
PIM
705
Penobscot Investment Management
Massachusetts
$7.2M -$121K -1,350 -2%
AP
706
Appleton Partners
Massachusetts
$7.19M +$10.2K +113 +0.1%
VWM
707
Venturi Wealth Management
Texas
$7.18M +$284K +3,162 +4%
VFM
708
Viking Fund Management
North Dakota
$7.17M +$180K +2,000 +3%
RA
709
Royce & Associates
New York
$7.17M +$1.75M +19,500 +33%
HA
710
Hamel Associates
New Jersey
$7.16M -$74.2K -825 -1%
GSBTD
711
Glenview State Bank Trust Department
Illinois
$7.13M -$112K -1,240 -2%
BIC
712
Beach Investment Counsel
Pennsylvania
$7.13M -$135K -1,500 -2%
PWP
713
Private Wealth Partners
California
$7.12M +$1.19M +13,253 +21%
AAC
714
Asset Advisors Corp
Georgia
$7.1M -$1.45M -16,140 -17%
Jane Street
715
Jane Street
New York
$7.09M -$67.4M -748,943 -91%
CFSG
716
Community Financial Services Group
Vermont
$7.08M +$131K +1,462 +2%
MGIA
717
Matthew Goff Investment Advisor
Texas
$7.04M -$4.5K -50 -0.1%
LWS
718
Lucia Wealth Services
California
$7.02M +$6.87M +76,362 New
RFM
719
Royal Fund Management
Florida
$6.99M +$46K +512 +0.7%
UFG
720
United Fire Group
Iowa
$6.98M
MA
721
Montag & Associates
Georgia
$6.92M -$66.8K -743 -1%
BBI
722
Baxter Bros Inc
Connecticut
$6.92M -$460K -5,116 -6%
AAM
723
AR Asset Management
California
$6.91M -$18K -200 -0.3%
FAAS
724
First Allied Advisory Services
California
$6.91M -$288K -3,204 -4%
CANC
725
Culbertson A N & Co
Virginia
$6.91M -$161K -1,795 -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.