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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
PP
1101
Pegasus Partners
Wisconsin
$2.82M -$629K -6,992 -19%
OCM
1102
One Capital Management
California
$2.82M +$27.5K +306 +1%
MC
1103
Middleton & Co
Massachusetts
$2.82M -$18.5K -206 -0.7%
OA
1104
Outfitter Advisors
Virginia
$2.82M
RCG
1105
Ruane, Cunniff & Goldfarb
New York
$2.82M -$135K -1,500 -5%
BCAM
1106
Boston Common Asset Management
Massachusetts
$2.81M +$297K +3,305 +12%
OCM
1107
Orleans Capital Management
Louisiana
$2.8M -$36K -400 -1%
AFM
1108
Abbot Financial Management
Massachusetts
$2.8M
AHB
1109
Abner Herrman & Brock
New Jersey
$2.8M -$398K -4,421 -13%
TCM
1110
Telos Capital Management
California
$2.79M -$1.17K -13 -0%
FM
1111
Family Management
New York
$2.79M -$48.6K -540 -2%
BG
1112
Bollard Group
Massachusetts
$2.78M +$91.4K +1,016 +3%
RIL
1113
Rothschild Investment LLC
Illinois
$2.77M -$114K -1,265 -4%
FFSOTS
1114
Fiduciary Financial Services of The Southwest
Texas
$2.77M -$91.3K -1,015 -3%
PL
1115
Perpetual Ltd
Australia
$2.76M +$171K +1,900 +7%
BCM
1116
Boltwood Capital Management
California
$2.76M +$2.7K +30 +0.1%
SIC
1117
Starr International Company
Switzerland
$2.76M
COI
1118
Connable Office Inc
Michigan
$2.75M -$29.7K -330 -1%
VLKIM
1119
Van Lanschot Kempen Investment Management
Netherlands
$2.75M +$60.3K +670 +2%
HI
1120
Horizon Investments
North Carolina
$2.75M -$777K -8,642 -21%
AWM
1121
Avior Wealth Management
Nebraska
$2.75M +$1.22M +13,525 +82%
NAMP
1122
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.75M -$74.6K -830 -3%
VWM
1123
Valley Wealth Managers
New Jersey
$2.73M -$239K -2,660 -8%
PRS
1124
Pinkerton Retirement Specialists
Idaho
$2.73M +$82.9K +922 +3%
BCM
1125
Brookstone Capital Management
Illinois
$2.72M -$4.7M -52,207 -64%

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.