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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
VIA
751
Vantage Investment Advisors
Pennsylvania
$6.5M +$167K +1,853 +3%
FMC
752
First Merchants Corp
Indiana
$6.49M -$381K -4,236 -6%
TCOT
753
Trust Company of Toledo
Ohio
$6.44M +$30K +334 +0.5%
GIM
754
Goelzer Investment Management
Indiana
$6.44M -$2.39M -26,533 -27%
NSEDCP
755
NJ State Employees Deferred Compensation Plan
New Jersey
$6.43M
III
756
Independent Investors Inc
New York
$6.37M -$31.5K -350 -0.5%
CAM
757
Carret Asset Management
New York
$6.34M -$237K -2,633 -4%
DIA
758
Dean Investment Associates
Ohio
$6.33M +$16.5K +183 +0.3%
EWM
759
Evercore Wealth Management
New York
$6.33M -$62.1K -690 -1%
FBT
760
First Bankers Trust
Kentucky
$6.33M -$213K -2,370 -3%
CB
761
Community Bank
New York
$6.32M +$195K +2,163 +3%
NGA
762
Naples Global Advisors
Florida
$6.3M +$45.3K +504 +0.7%
LC
763
LCNB Corp
Ohio
$6.25M -$114K -1,270 -2%
KRSITF
764
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.22M +$3.6K +40 +0.1%
ECM
765
Exchange Capital Management
Michigan
$6.19M +$9.62K +107 +0.2%
BCA
766
Bernzott Capital Advisors
California
$6.15M +$1.14M +12,660 +23%
Assenagon Asset Management
767
Assenagon Asset Management
Luxembourg
$6.09M -$60.3M -670,435 -91%
BII
768
Bainco International Investors
Massachusetts
$6.07M +$706K +7,850 +12%
DWT
769
Dorsey & Whitney Trust
South Dakota
$6.06M +$164K +1,826 +3%
CIM
770
Cambria Investment Management
California
$6.05M +$177K +1,966 +3%
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$6.05M
Mirae Asset Global Investments
772
Mirae Asset Global Investments
South Korea
$6.04M +$1.23M +13,652 +26%
BOIA
773
Bush ODonnell Investment Advisors
Missouri
$6.03M -$368K -4,087 -6%
BCM
774
Buckhead Capital Management
Georgia
$6.01M -$778K -8,648 -12%
PP
775
Palladium Partners
Virginia
$6.01M -$175K -1,951 -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.