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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
WC
1076
Whitnell & Co
Illinois
$2.94M -$7.11K -79 -0.2%
4IG
1077
440 Investment Group
Kansas
$2.94M -$164K -1,828 -5%
BO
1078
BRR OpCo
Ohio
$2.92M -$106K -1,181 -4%
LSCM
1079
LaSalle Street Capital Management
Illinois
$2.91M
OCM
1080
Osterweis Capital Management
California
$2.9M -$35.6K -396 -1%
BCMO
1081
Buckingham Capital Management (Ohio)
Ohio
$2.9M -$122K -1,356 -4%
ECM
1082
ETrade Capital Management
Virginia
$2.89M +$67.8K +754 +2%
AC
1083
Arjuna Capital
North Carolina
$2.89M +$2.83M +31,437 New
BST
1084
Bath Savings Trust
Maine
$2.88M +$22.8K +254 +0.8%
GXMC
1085
Global X Management Company
New York
$2.88M +$329K +3,655 +13%
EA
1086
Edge Advisors
Georgia
$2.88M -$38.8K -431 -1%
RIM
1087
Rampart Investment Management
Connecticut
$2.87M -$30K -334 -1%
DP
1088
DDD Partners
Washington
$2.87M +$2.81M +31,219 New
RC
1089
RegentAtlantic Capital
New Jersey
$2.86M -$88.5K -984 -3%
IIM
1090
Ipswich Investment Management
Massachusetts
$2.86M -$1.8K -20 -0.1%
APP
1091
Avantax Planning Partners
Iowa
$2.85M -$746K -8,295 -21%
PIMJS
1092
PKO Investment Management Joint-Stock
Poland
$2.85M +$466K +5,178 +20%
1WA
1093
180 Wealth Advisors
Washington
$2.85M +$2.79M +31,066 New
PP
1094
Patten & Patten
Tennessee
$2.85M -$254K -2,820 -8%
ATC
1095
Adirondack Trust Company
New York
$2.85M -$62.5K -695 -2%
ACS
1096
Archford Capital Strategies
Illinois
$2.85M -$98.3K -1,093 -3%
AIM
1097
AMI Investment Management
Indiana
$2.84M -$1.33M -14,809 -32%
WCM
1098
Wallace Capital Management
Texas
$2.83M +$180 +2 +0%
SCM
1099
Stellar Capital Management
Arizona
$2.83M +$23.2K +258 +0.8%
SLA
1100
Silver Lake Advisory
Utah
$2.83M +$16.2K +180 +0.6%

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.