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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
WP
776
WMS Partners
Maryland
$6M -$385K -4,284 -6%
CWS
777
Cypress Wealth Services
California
$5.98M +$5.86M +65,111 New
AUB
778
Atlantic Union Bankshares
Virginia
$5.98M -$74K -823 -1%
NCM
779
Narwhal Capital Management
Georgia
$5.96M +$1.49M +16,525 +34%
AI
780
Atria Investments
North Carolina
$5.94M -$1.87M -20,795 -24%
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$5.92M +$76.4K +849 +1%
CA
782
Cornerstone Advisors
North Carolina
$5.88M -$1.88M -20,945 -25%
SHGA
783
Sand Hill Global Advisors
California
$5.85M +$107K +1,191 +2%
WSTAM
784
Wilbanks Smith & Thomas Asset Management
Virginia
$5.8M -$33.4K -371 -0.6%
OIM
785
Opus Investment Management
Massachusetts
$5.78M
PCM
786
Palouse Capital Management
Washington
$5.76M +$29.7K +330 +0.5%
WIC
787
Woodmont Investment Counsel
Tennessee
$5.75M +$49.7K +553 +0.9%
UR
788
USCA RIA
Texas
$5.72M +$1.43M +15,860 +34%
SPC
789
Sigma Planning Corp
Michigan
$5.72M -$252K -2,799 -4%
PTC
790
Private Trust Company
Ohio
$5.71M -$75K -834 -1%
PTC
791
Petrus Trust Company
Texas
$5.69M +$562K +6,253 +11%
HAI
792
Hennessy Advisors Inc
California
$5.69M +$1.56M +17,300 +39%
CHC
793
City Holding Co
West Virginia
$5.69M +$48.1K +535 +0.9%
LWAC
794
Laurel Wealth Advisors (California)
California
$5.69M +$333K +3,703 +6%
ARMC
795
American Research & Management Company
Massachusetts
$5.68M +$80.8K +898 +1%
EOJOAM
796
E. Ohman J:or Asset Management
Sweden
$5.67M -$567K -6,300 -9%
SC
797
Savant Capital
Illinois
$5.67M +$22.7K +252 +0.4%
FM
798
Foster & Motley
Ohio
$5.67M -$5.58K -62 -0.1%
FG
799
Fiduciary Group
Georgia
$5.65M -$471K -5,234 -8%
ACC
800
Accident Compensation Corp
New Zealand
$5.6M +$863K +9,600 +19%

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.