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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
LMAM
1026
Legg Mason Asset Management
Japan
$3.39M -$8.99K -100 -0.3%
MRCM
1027
M&R Capital Management
New Jersey
$3.39M +$9.98K +111 +0.3%
MIAN
1028
Mariner Independent Advisor Network
Kansas
$3.39M +$2.7M +30,021 +404%
GP
1029
Girard Partners
Pennsylvania
$3.38M -$192K -2,132 -5%
DW
1030
Domani Wealth
Pennsylvania
$3.38M -$5.76K -64 -0.2%
PWAG
1031
Polaris Wealth Advisory Group
California
$3.38M -$9.44K -105 -0.3%
AC
1032
Abbrea Capital
California
$3.36M +$168K +1,866 +5%
SIA
1033
Sit Investment Associates
Minnesota
$3.36M
EWM
1034
Endurance Wealth Management
Rhode Island
$3.35M -$69.3K -771 -2%
HB
1035
Homrich & Berg
Georgia
$3.34M -$306K -3,403 -9%
DS
1036
DRW Securities
Illinois
$3.3M +$3.24M +36,012 New
GAM
1037
Garrison Asset Management
Arkansas
$3.29M -$3.15K -35 -0.1%
AWCI
1038
Alpine Woods Capital Investors
New York
$3.28M -$54.1K -602 -2%
IAM
1039
Impax Asset Management
New Hampshire
$3.28M -$7.12M -79,157 -69%
VCAM
1040
Van Cleef Asset Management
Ohio
$3.28M +$366K +4,071 +13%
MCM
1041
Mengis Capital Management
Oregon
$3.25M -$111K -1,239 -3%
SAM
1042
Smithbridge Asset Management
Pennsylvania
$3.24M +$265K +2,946 +9%
BRWA
1043
B. Riley Wealth Advisors
Florida
$3.24M +$39.6K +440 +1%
ABP
1044
Arthur B. Page
$3.22M -$176K -1,954 -5%
DRD
1045
Dennis R. Delaney
$3.21M +$704K +7,825 +29%
AWM
1046
Arbor Wealth Management
Florida
$3.21M +$120K +1,334 +4%
BP
1047
BBR Partners
New York
$3.2M +$2.31M +25,663 +279%
ACP
1048
Aviance Capital Partners
Florida
$3.19M +$84.4K +938 +3%
IC
1049
Investment Counsel
Michigan
$3.18M -$94.4K -1,050 -3%
DIP
1050
DT Investment Partners
Pennsylvania
$3.15M +$363K +4,039 +13%

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.