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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
IFAM
876
Institutional & Family Asset Management
Colorado
$4.76M +$359K +3,991 +8%
BTIS
877
BB&T Investment Services
North Carolina
$4.75M +$677K +7,525 +17%
TH
878
Timber Hill
Connecticut
$4.74M +$4.64M +51,594 New
WI
879
Welch Investments
Alabama
$4.73M +$191K +2,121 +4%
LNWWM
880
Laird Norton Wetherby Wealth Management
California
$4.72M -$43.6K -485 -0.9%
HGWM
881
Harvest Group Wealth Management
Massachusetts
$4.72M +$4.62M +51,334 New
CTA
882
Chesley Taft & Associates
Illinois
$4.68M +$5.22K +58 +0.1%
SPC
883
Salient Private Client
Texas
$4.67M +$4.58M +50,872 New
CFG
884
Citizens Financial Group
Rhode Island
$4.67M -$82K -912 -2%
GCM
885
Garland Capital Management
Washington
$4.66M +$39.1K +435 +0.9%
WTFG
886
Wells Trecaso Financial Group
Ohio
$4.64M +$4.54M +50,508 New
JFGIW
887
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.63M -$218K -2,429 -5%
AHC
888
Adell Harriman & Carpenter
Texas
$4.63M -$146K -1,618 -3%
KPCM
889
Kings Point Capital Management
New York
$4.62M +$133K +1,483 +3%
AT
890
Arden Trust
Delaware
$4.62M -$33.3K -370 -0.7%
AWM
891
AE Wealth Management
Kansas
$4.62M -$892K -9,914 -16%
PBO
892
Peoples Bank (Ohio)
Ohio
$4.62M -$110K -1,225 -2%
MI
893
Markston International
New York
$4.61M -$58.2K -647 -1%
FPTW
894
Franklin, Parlapiano, Turner & Welch
Texas
$4.61M +$241K +2,680 +6%
NSIM
895
North Star Investment Management
Illinois
$4.6M -$7.73K -86 -0.2%
MCM
896
Maryland Capital Management
Maryland
$4.59M -$251K -2,786 -5%
HWA
897
HCR Wealth Advisors
California
$4.59M -$113K -1,258 -2%
ECM
898
Everence Capital Management
Indiana
$4.58M -$642K -7,133 -13%
CFC
899
Cincinnati Financial Corp
Ohio
$4.58M
OLA
900
Oliver Luxxe Assets
New Jersey
$4.57M -$83.7K -931 -2%

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.