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
RIG
951
Roosevelt Investment Group
New York
$4.08M +$12.6K +140 +0.3%
CYG
952
Clean Yield Group
Vermont
$4.08M +$143K +1,585 +4%
TYCC
953
Texas Yale Capital Corp
Florida
$4.06M +$3.87K +43 +0.1%
LC
954
Lourd Capital
California
$4.05M +$2.41M +26,841 +156%
GAM
955
Gotham Asset Management
New York
$4.05M +$3.29M +36,546 +486%
CCC
956
Chelsea Counsel Company
California
$4.04M -$510K -5,670 -11%
CBTWT
957
Community Bank & Trust (Waco, Texas)
Texas
$4.04M +$137K +1,526 +4%
AMG
958
Advisors Management Group
Wisconsin
$4.03M -$55.4K -616 -1%
MSAM
959
Moloney Securities Asset Management
Missouri
$4.02M +$53.1K +590 +1%
UBV
960
United Bank (Virginia)
Virginia
$4.01M +$2M +22,238 +104%
KLI
961
Kelman-Lazarov Inc
Tennessee
$3.99M +$815K +9,062 +26%
MYLI
962
Meiji Yasuda Life Insurance
Japan
$3.98M -$700K -7,784 -15%
MA
963
Marshwinds Advisory
Georgia
$3.97M -$116K -1,293 -3%
MHS
964
M Holdings Securities
Oregon
$3.97M -$6.29K -70 -0.2%
KC
965
Kepos Capital
New York
$3.96M +$1.68M +18,670 +76%
WFG
966
Wills Financial Group
Virginia
$3.95M -$25.5K -283 -0.7%
CC
967
Cognios Capital
Kansas
$3.95M -$91.1K -1,013 -2%
CAL
968
Capital Analysts LLC
Pennsylvania
$3.93M +$781K +8,684 +25%
VNA
969
Valley National Advisers
Pennsylvania
$3.92M -$56.2K -625 -1%
BHIA
970
Birch Hill Investment Advisors
Massachusetts
$3.92M -$75K -834 -2%
FBC
971
Fairfield, Bush & Co
Connecticut
$3.92M -$630K -7,010 -14%
GH
972
GAM Holding
Switzerland
$3.91M +$984K +10,942 +35%
CCG
973
Cypress Capital Group
Florida
$3.9M -$283K -3,146 -7%
PAIM
974
Punch & Associates Investment Management
Minnesota
$3.89M -$38.8K -431 -1%
PT
975
Plimoth Trust
Massachusetts
$3.88M +$3.8M +42,288 New

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.