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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
NEAM
826
New England Asset Management
Connecticut
$5.29M -$140K -1,557 -3%
BSPF
827
British Steel Pension Fund
United Kingdom
$5.28M
HAIM
828
Hunter Associates Investment Management
Pennsylvania
$5.27M -$15.5K -172 -0.3%
VV
829
Verity & Verity
South Carolina
$5.25M +$42.3K +470 +0.8%
Simplex Trading
830
Simplex Trading
Illinois
$5.23M +$5.12M +56,971 New
FB
831
Fulton Bank
Pennsylvania
$5.21M -$366K -4,065 -7%
LW
832
Linscomb Wealth
Texas
$5.21M +$259K +2,875 +5%
MCA
833
Mercer Capital Advisers
New Jersey
$5.2M -$67.3K -748 -1%
CCT
834
Country Club Trust
Missouri
$5.18M -$171K -1,897 -3%
JIC
835
Joel Isaacson & Co
New York
$5.18M -$60.7K -675 -1%
SNT
836
Security National Trust
West Virginia
$5.18M -$157K -1,745 -3%
BCM
837
Brookmont Capital Management
Texas
$5.18M +$1.76M +19,521 +53%
KCPG
838
Kavar Capital Partners Group
Kansas
$5.16M -$16.6K -185 -0.3%
RCM
839
Radnor Capital Management
Pennsylvania
$5.14M +$11.9K +132 +0.2%
MKC
840
M. Kraus & Co
Vermont
$5.13M +$214K +2,375 +4%
DBT
841
Dubuque Bank & Trust
Iowa
$5.13M +$285K +3,164 +6%
AA
842
AlphaMark Advisors
Kentucky
$5.11M -$47.5K -528 -0.9%
HSA
843
HBK Sorce Advisory
Pennsylvania
$5.09M +$782K +8,690 +19%
CA
844
Clearstead Advisors
Ohio
$5.08M -$952K -10,586 -16%
DSC
845
Duncker Streett & Co
Missouri
$5.07M +$156K +1,737 +3%
VST
846
Van Strum & Towne
California
$5.04M -$173K -1,925 -3%
ISB
847
Iowa State Bank
Iowa
$5.03M +$71.9K +800 +1%
DWM
848
Destination Wealth Management
California
$5.03M +$154K +1,709 +3%
FCH
849
Freestone Capital Holdings
Washington
$5.03M +$3.52M +39,091 +250%
WSCM
850
Wellington Shields Capital Management
New York
$5.02M -$135K -1,497 -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.