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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
DWM
901
Darwin Wealth Management
Florida
$4.57M +$1.88M +20,915 +73%
DCM
902
Decatur Capital Management
Georgia
$4.56M -$707K -7,865 -14%
DCM
903
Delta Capital Management
New Jersey
$4.56M -$55.8K -620 -1%
CAM
904
Columbia Asset Management
Michigan
$4.55M -$521K -5,793 -10%
WAM
905
Wealthspire Advisors (Maryland)
Maryland
$4.55M +$649K +7,211 +17%
CCMINC
906
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.55M +$52.1K +579 +1%
PTB
907
Pioneer Trust Bank
Oregon
$4.54M -$40.9K -455 -0.9%
SFG
908
SNS Financial Group
Minnesota
$4.51M +$3.49M +38,857 +379%
BC
909
Blackhill Capital
New Jersey
$4.49M
CWM
910
Circle Wealth Management
New Jersey
$4.48M +$135K +1,502 +3%
AMIM
911
Aull & Monroe Investment Management
Alabama
$4.46M -$126K -1,400 -3%
ZCA
912
Zeke Capital Advisors
Pennsylvania
$4.46M +$246K +2,739 +6%
BIP
913
Brandes Investment Partners
California
$4.46M -$294K -3,266 -6%
WA
914
WBH Advisory
Maryland
$4.44M -$375K -4,166 -8%
LCP
915
Legacy Capital Partners
Wisconsin
$4.44M -$49.2K -547 -1%
FNBOMD
916
First National Bank of Mount Dora
Florida
$4.44M +$165K +1,839 +4%
FMWA
917
Forvis Mazars Wealth Advisors
Missouri
$4.4M +$81.2K +903 +2%
MHIM
918
MacNealy Hoover Investment Management
Ohio
$4.4M -$152K -1,691 -3%
WIC
919
Whitegate Investment Counselors
New Hampshire
$4.39M -$8.81K -98 -0.2%
CSS
920
Cubist Systematic Strategies
Connecticut
$4.39M -$2.12M -23,573 -33%
CFA
921
Carroll Financial Associates
North Carolina
$4.36M -$25.2K -280 -0.6%
WAOTB
922
Wealth Advisors of Tampa Bay
Florida
$4.35M +$4.27M +47,482 New
LPC
923
Loeb Partners Corp
New York
$4.33M -$1.62M -18,000 -28%
AF
924
Aldebaran Financial
$4.32M -$22.4K -249 -0.5%
BSW
925
Buckingham Strategic Wealth
Missouri
$4.3M +$80.3K +893 +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.