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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
SCM
1126
Stonebridge Capital Management
California
$2.72M -$232K -2,578 -8%
NDSI
1127
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M -$210K -2,339 -7%
WPP
1128
Whalerock Point Partners
Rhode Island
$2.69M -$40.3K -448 -2%
PFC
1129
Poplar Forest Capital
California
$2.69M
AAM
1130
Azzad Asset Management
Virginia
$2.69M +$101K +1,118 +4%
Fiera Capital (Canada)
1131
Fiera Capital (Canada)
Quebec, Canada
$2.69M -$18.1K -201 -0.7%
ACM
1132
Argyle Capital Management
Pennsylvania
$2.68M
ITIM
1133
Indiana Trust & Investment Management
Indiana
$2.68M +$51.1K +568 +2%
HFBOT
1134
Home Federal Bank of Tennessee
Tennessee
$2.67M -$115K -1,280 -4%
GIM
1135
Guardian Investment Management
California
$2.67M -$17.4K -193 -0.7%
KB
1136
Kimelman & Baird
New York
$2.65M +$89.9K +1,000 +4%
AMM
1137
American Money Management
California
$2.64M +$16.9K +188 +0.7%
SBSB
1138
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.63M +$29.3K +326 +1%
VF
1139
Virtu Financial
New York
$2.63M +$2.58M +28,687 New
RC
1140
Roundview Capital
New Jersey
$2.63M +$143K +1,585 +6%
SLG
1141
Stanley-Laman Group
Pennsylvania
$2.62M -$40.1K -446 -2%
RMAM
1142
Raab & Moskowitz Asset Management
New Jersey
$2.6M -$62.6K -696 -2%
DIA
1143
Denver Investment Advisors
Colorado
$2.6M +$71K +789 +3%
WPA
1144
Winning Points Advisors
Florida
$2.6M +$283K +3,148 +13%
MWM
1145
Mission Wealth Management
California
$2.6M +$254K +2,824 +11%
UBG
1146
United Bank (Georgia)
Georgia
$2.6M -$61.7K -686 -2%
CCA
1147
Checchi Capital Advisers
California
$2.6M +$5.31K +59 +0.2%
NCM
1148
Northstar Capital Management
New York
$2.58M +$2.53M +28,137 New
CGA
1149
Crescent Grove Advisors
Illinois
$2.58M -$112K -1,244 -4%
DPIM
1150
Duff & Phelps Investment Management
Illinois
$2.58M -$57.6K -640 -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.