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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
JPMIA
976
J.P. Marvel Investment Advisors
Massachusetts
$3.88M -$64.5K -717 -2%
WT
977
Washington Trust
Rhode Island
$3.87M -$115K -1,279 -3%
PAI
978
Pittenger & Anderson Inc
Nebraska
$3.86M +$35.1K +390 +0.9%
WS
979
Wedbush Securities
California
$3.84M +$203K +2,260 +6%
PP
980
Paloma Partners
Connecticut
$3.84M -$464K -5,155 -11%
AB
981
Atlas Brown
Kentucky
$3.83M +$17.8K +198 +0.5%
AAM
982
Auxier Asset Management
Oregon
$3.82M -$283K -3,150 -7%
WC
983
Whitney & Co
New York
$3.78M -$84.8K -943 -2%
ZB
984
Zions Bancorporation
Utah
$3.78M -$142K -1,584 -4%
SFS
985
Strategic Financial Services
New York
$3.77M -$5.31K -59 -0.1%
CCG
986
Chatham Capital Group
Georgia
$3.76M -$90.6K -1,007 -2%
BMC
987
Beaton Management Company
Massachusetts
$3.74M -$3.33K -37 -0.1%
Kayne Anderson Rudnick Investment Management
988
Kayne Anderson Rudnick Investment Management
California
$3.74M +$97.3K +1,082 +3%
CCM
989
Coldstream Capital Management
Washington
$3.73M +$3.51K +39 +0.1%
MPAM
990
Murphy Pohlad Asset Management
Minnesota
$3.71M -$32.8K -365 -0.9%
NB
991
Northwest Bancshares
Pennsylvania
$3.7M +$3.62M +40,292 New
FAM
992
Fred Alger Management
New York
$3.69M -$321K -3,567 -8%
LFAS
993
Level Four Advisory Services
Texas
$3.68M +$86.7K +964 +2%
DLA
994
Douglas Lane & Associates
New York
$3.67M -$365K -4,064 -9%
WAM
995
Weatherly Asset Management
California
$3.67M +$63.8K +709 +2%
CICI
996
Capital Investment Counsel Inc
North Carolina
$3.66M -$192K -2,133 -5%
ADBIC
997
A.D. Beadell Investment Counsel
Wisconsin
$3.66M +$7.91K +88 +0.2%
KCP
998
KDI Capital Partners
North Carolina
$3.64M +$3.37M +37,426 +1,725%
PCTC
999
Perkins Coie Trust Company
Washington
$3.63M +$29.6K +329 +0.8%
SHCM
1000
Stokes & Hubbell Capital Management
Louisiana
$3.63M -$114K -1,269 -3%

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.