We are live on ! Find out more
PG icon

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
AIM
851
Allen Investment Management
New York
$5.02M -$35.4K -394 -0.7%
IAA
852
Independent Advisor Alliance
North Carolina
$5.02M +$423K +4,701 +9%
YIA
853
YHB Investment Advisors
Connecticut
$5.01M -$1.29M -14,359 -21%
SCM
854
Salem Capital Management
Massachusetts
$4.99M -$218K -2,425 -4%
TSW
855
Thompson Siegel & Walmsley
Virginia
$4.99M +$43.3K +481 +0.9%
FPFS
856
First Personal Financial Services
North Carolina
$4.95M -$306K -3,397 -6%
RHFI
857
Reilly Herbert Faulkner III
$4.95M +$46.2K +514 +1%
FNBTCON
858
First National Bank & Trust Co of Newtown
Pennsylvania
$4.95M -$19.8K -220 -0.4%
NCM
859
Nelson Capital Management
California
$4.93M +$109K +1,208 +2%
SB
860
Simmons Bank
Arkansas
$4.93M -$7.64K -85 -0.2%
BOTW
861
Bank of the West
California
$4.93M +$50K +556 +1%
Squarepoint
862
Squarepoint
New York
$4.92M +$4.82M +53,575 New
EHC
863
Everett Harris & Co
California
$4.91M -$467K -5,191 -9%
Wealth Enhancement Advisory Services
864
Wealth Enhancement Advisory Services
Minnesota
$4.88M +$132K +1,463 +3%
UWPG
865
Ullmann Wealth Partners Group
Florida
$4.87M +$3.5M +38,966 +275%
RIM
866
Regent Investment Management
Kentucky
$4.86M -$124K -1,379 -3%
AP
867
Advisor Partners
California
$4.86M +$316K +3,515 +7%
AF
868
Arrow Financial
New York
$4.83M -$65.5K -728 -1%
RIA
869
RPG Investment Advisory
California
$4.81M +$636K +7,069 +16%
BHC
870
Bowen Hanes & Co
Florida
$4.8M -$554K -6,157 -11%
BIM
871
Bridges Investment Management
Nebraska
$4.79M -$329K -3,655 -7%
MCG
872
McCollum Christoferson Group
New York
$4.79M +$4.69M +52,144 New
CG
873
Caprock Group
Idaho
$4.79M -$245K -2,729 -5%
SFG
874
Summit Financial Group
West Virginia
$4.78M -$2.25K -25 -0%
BOC
875
Barbara Oil Co
Illinois
$4.78M

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.