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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
FCFC
1001
First Commonwealth Financial Corp
Pennsylvania
$3.62M -$146K -1,619 -4%
IBOK
1002
Independence Bank of Kentucky
Kentucky
$3.61M +$3.54M +39,333 New
GC
1003
Gratus Capital
Georgia
$3.6M -$73.1K -813 -2%
KLWA
1004
Kelly Lawrence W & Associates
California
$3.6M -$13.5K -150 -0.4%
BB
1005
Bell Bank
North Dakota
$3.6M -$635K -7,066 -15%
MC
1006
Martin & Co
Tennessee
$3.58M +$15.7K +175 +0.5%
LA
1007
Lau Associates
Delaware
$3.58M +$65.2K +725 +2%
HVIA
1008
Hudson Valley Investment Advisors
New York
$3.55M -$145K -1,617 -4%
AIS
1009
Accurate Investment Solutions
Pennsylvania
$3.55M +$94.7K +1,053 +3%
CCM
1010
Chilton Capital Management
Texas
$3.55M -$292K -3,244 -8%
IMOV
1011
Investment Management of Virginia
Virginia
$3.55M -$6.03K -67 -0.2%
SIM
1012
Sonora Investment Management
Arizona
$3.55M +$221K +2,459 +7%
AW
1013
ACG Wealth
Georgia
$3.54M -$2.52K -28 -0.1%
ESBC
1014
E.S. Barr & Co
Kentucky
$3.54M +$115K +1,274 +3%
PL
1015
Plancorp LLC
Missouri
$3.53M +$88.6K +985 +3%
CCM
1016
Compton Capital Management
Rhode Island
$3.49M +$11.7K +130 +0.3%
EM
1017
Excalibur Management
Massachusetts
$3.48M -$117K -1,297 -3%
FIM
1018
Freedom Investment Management
Connecticut
$3.47M +$189K +2,099 +6%
HT
1019
Heritage Trust
Oklahoma
$3.46M -$59.7K -664 -2%
RP
1020
Rice Partnership
Hawaii
$3.46M +$3.39M +37,639 New
CBOR
1021
Community Bank of Raymore
Missouri
$3.45M +$235K +2,608 +7%
BPM
1022
Bowling Portfolio Management
Ohio
$3.44M -$217K -2,409 -6%
BCCM
1023
Bridge Creek Capital Management
Massachusetts
$3.42M -$25.5K -283 -0.8%
CPIA
1024
Cornell Pochily Investment Advisors
New York
$3.4M +$3.33M +37,068 New
OCM
1025
Olstein Capital Management
New York
$3.4M -$1.8M -20,000 -35%

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.