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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
NME
801
Notis-McConarty Edward
$5.58M +$180K +1,998 +3%
SC
802
Saybrook Capital
North Carolina
$5.57M +$98.9K +1,100 +2%
GRQ
803
Gardner Russo & Quinn
Pennsylvania
$5.55M -$166K -1,843 -3%
PWM
804
Patriot Wealth Management
Texas
$5.55M +$5.43M +60,429 New
RIA
805
Regal Investment Advisors
Michigan
$5.53M +$682K +7,578 +14%
CT
806
Coastline Trust
Rhode Island
$5.53M +$601K +6,680 +12%
FPB
807
First PREMIER Bank
South Dakota
$5.53M +$1.08K +12 +0%
HIC
808
Harvey Investment Company
Kentucky
$5.5M
Parallax Volatility Advisers
809
Parallax Volatility Advisers
California
$5.47M +$5.11M +56,796 +2,085%
CC
810
Courier Capital
New York
$5.46M +$177K +1,971 +3%
TFA
811
Toth Financial Advisory
Virginia
$5.46M -$42.9K -477 -0.8%
TRCT
812
Tower Research Capital (TRC)
New York
$5.46M +$4.17M +46,388 +356%
SWM
813
Stockman Wealth Management
Montana
$5.45M +$230K +2,559 +5%
CCP
814
Corient Capital Partners
California
$5.44M +$221K +2,462 +4%
GIA
815
GHP Investment Advisors
Colorado
$5.42M +$78.7K +875 +2%
WJA
816
Williams Jones & Associates
New York
$5.41M -$140K -1,556 -3%
WKWM
817
Walter & Keenan Wealth Management
Indiana
$5.38M +$13.5K +150 +0.3%
ASN
818
Advisory Services Network
Georgia
$5.35M +$1.2M +13,379 +30%
JG
819
Jefferies Group
New York
$5.34M -$949K -10,549 -15%
MDCM
820
Morgan Dempsey Capital Management
Wisconsin
$5.34M +$86.9K +966 +2%
EVM
821
Evelyn V. Moreno
$5.33M -$265K -2,945 -5%
CC
822
ClearArc Capital
Ohio
$5.33M +$14.4K +160 +0.3%
FFWA
823
FRG Family Wealth Advisors
Washington
$5.32M +$51K +567 +1%
CAG
824
Crestwood Advisors Group
Massachusetts
$5.31M +$71K +789 +1%
OSNBOA
825
Old Second National Bank of Aurora
Illinois
$5.3M -$445K -4,949 -8%

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.