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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
CAMG
926
CWA Asset Management Group
Florida
$4.29M +$441K +4,909 +12%
KIC
927
Keating Investment Counselors
Florida
$4.29M -$40.5K -450 -1%
ST
928
Spinnaker Trust
Maine
$4.28M -$226K -2,509 -5%
HFS
929
Haverford Financial Services
Pennsylvania
$4.26M -$17.5K -195 -0.4%
RWM
930
Rench Wealth Management
Texas
$4.24M +$239K +2,653 +6%
PS
931
Pensionfund Sabic
Netherlands
$4.23M +$4.14M +46,000 New
LBC
932
Lowe Brockenbrough & Co
Virginia
$4.22M -$23.8K -265 -0.6%
AWM
933
Altavista Wealth Management
North Carolina
$4.22M +$373K +4,149 +10%
NAM
934
NTV Asset Management
West Virginia
$4.21M -$17.7K -197 -0.4%
PI
935
Pettee Investors
Connecticut
$4.21M
TF
936
Tompkins Financial
New York
$4.2M +$135K +1,503 +3%
AIC
937
Argus Investors Counsel
New York
$4.19M +$113K +1,256 +3%
AIA
938
Allied Investment Advisors
Montana
$4.19M +$4.1M +45,568 New
IHL
939
Investment House LLC
California
$4.18M
RBA
940
Richard Bernstein Advisors
New York
$4.18M +$391K +4,345 +11%
BFA
941
Benedict Financial Advisors
Georgia
$4.15M -$47.2K -525 -1%
SCM
942
Schnieders Capital Management
California
$4.14M -$68.3K -760 -2%
MBTD
943
Mechanics Bank - Trust Department
California
$4.14M +$340K +3,781 +9%
IC
944
Intersect Capital
California
$4.12M +$22.8K +254 +0.6%
LBC
945
Lawrence B. Cohen
$4.12M -$36.6K -407 -0.9%
CCM
946
Crossvault Capital Management
Texas
$4.11M -$48.3K -537 -1%
DA
947
Dillon & Associates
Michigan
$4.11M -$618K -6,867 -13%
AC
948
Alley Company
Illinois
$4.11M +$20.1K +223 +0.5%
SIC
949
Shoker Investment Counsel
Ohio
$4.09M -$79.1K -880 -2%
DLCIG
950
D.L. Carlson Investment Group
New Hampshire
$4.08M -$2.7K -30 -0.1%

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.