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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
GJIC
76
Gamble Jones Investment Counsel
California
$315M +$36.7M +408,370 +14%
Fidelity International
77
Fidelity International
Bermuda
$307M -$13.5M -150,601 -4%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$300M +$147M +1,634,538 +100%
Canada Life
79
Canada Life
Manitoba, Canada
$299M +$8.29M +92,168 +3%
AAMU
80
Amundi Asset Management US
Massachusetts
$295M +$246M +2,731,361 +576%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$292M -$1.76M -19,579 -0.6%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$291M -$21.3M -237,023 -7%
RJA
83
Raymond James & Associates
Florida
$278M +$2.66M +29,561 +1%
JIM
84
Jensen Investment Management
Oregon
$274M +$902K +10,025 +0.3%
DZ Bank
85
DZ Bank
Germany
$269M -$6.87M -76,421 -3%
Diamond Hill Capital Management
86
Diamond Hill Capital Management
Ohio
$263M +$547K +6,083 +0.2%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$262M +$90.1M +1,002,320 +54%
T
88
Thomaspartners
Massachusetts
$259M +$9.48M +105,355 +4%
USAA
89
United Services Automobile Association
Texas
$249M +$9.52M +105,901 +4%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$247M +$15.4M +171,429 +7%
Citigroup
91
Citigroup
New York
$241M +$83.8M +931,927 +55%
BG
92
Bahl & Gaynor
Ohio
$236M +$2.71M +30,140 +1%
WT
93
Wellcome Trust
United Kingdom
$230M
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$224M +$27.7M +308,226 +14%
Stifel Financial
95
Stifel Financial
Missouri
$223M +$924K +10,276 +0.4%
JIC
96
Johnson Investment Counsel
Ohio
$214M +$3.93M +43,702 +2%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$212M -$1.28M -14,205 -0.6%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$211M +$39.4M +437,683 +23%
SOMRS
99
State of Michigan Retirement System
Michigan
$203M -$11.4M -126,900 -5%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$201M +$13.5M +150,000 +7%

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.