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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
PSC
1051
Prentiss Smith & Co
Vermont
$3.15M -$15.1K -168 -0.5%
NHC
1052
Nicholas Hoffman & Company
Georgia
$3.13M +$47.4K +527 +2%
TBNY
1053
Trustco Bank (New York)
New York
$3.13M -$12K -133 -0.4%
NAM
1054
North American Management
Massachusetts
$3.13M +$4.59K +51 +0.2%
MCM
1055
Maple Capital Management
Vermont
$3.12M -$36.2K -402 -1%
EWM
1056
Empirical Wealth Management
Washington
$3.1M +$2.13M +23,653 +234%
PIM
1057
Provident Investment Management
Michigan
$3.1M +$225K +2,500 +8%
SWM
1058
SeaCrest Wealth Management
New York
$3.07M +$3M +33,388 New
SCA
1059
Snowden Capital Advisors
New York
$3.06M +$365K +4,063 +14%
LG
1060
LaFleur & Godfrey
Michigan
$3.06M -$407K -4,525 -12%
FC
1061
Fulcrum Capital
Washington
$3.05M +$2.98M +33,170 New
MA
1062
MCF Advisors
Kentucky
$3.05M -$98K -1,090 -3%
SWMG
1063
Signature Wealth Management Group
Georgia
$3.05M +$2.98M +33,150 New
CBU
1064
CIBC Bank USA
Illinois
$3.02M -$86.2K -958 -3%
BRM
1065
Boston Research & Management
Massachusetts
$3.02M -$50.4K -560 -2%
HA
1066
Halsey Associates
Connecticut
$3.02M +$923K +10,260 +45%
BA
1067
BKS Advisors
Michigan
$3.02M +$1.26K +14 +0%
NA
1068
NewEdge Advisors
Louisiana
$3M -$197K -2,186 -6%
SIC
1069
Sigma Investment Counselors
Michigan
$3M -$90.9K -1,011 -3%
1IA
1070
1834 Investment Advisors
Wisconsin
$2.99M +$774K +8,610 +36%
HCM
1071
Hodges Capital Management
Texas
$2.98M +$62.3K +693 +2%
KFBMI
1072
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.98M
HCA
1073
Horan Capital Advisors
Ohio
$2.97M +$301K +3,344 +12%
SA
1074
Strategic Advisors
New York
$2.96M -$112K -1,250 -4%
BL
1075
BFSG LLC
California
$2.95M +$49.9K +555 +2%

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.