We are live on ! Find out more
PG icon

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
GP
1151
Greenline Partners
New York
$2.58M +$2.52M +28,034 New
LOAME
1152
Lombard Odier Asset Management (Europe)
United Kingdom
$2.57M -$360 -4 -0%
TC
1153
Telemus Capital
Michigan
$2.56M +$1.27M +14,172 +103%
BFG
1154
Barber Financial Group
Kansas
$2.56M +$162K +1,800 +7%
PWAP
1155
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.55M -$12.8K -142 -0.5%
PIA
1156
Peachtree Investment Advisors
Georgia
$2.55M +$42.3K +470 +2%
SCM
1157
Stevens Capital Management
Pennsylvania
$2.54M -$1.82M -20,205 -42%
PA
1158
Parallel Advisors
California
$2.54M +$10.9K +121 +0.4%
NED
1159
Nancy E. Dempze
$2.54M +$364K +4,052 +17%
MIP
1160
Marietta Investment Partners
Wisconsin
$2.53M +$2.25K +25 +0.1%
SI
1161
SII Investments
Wisconsin
$2.52M -$876K -9,740 -26%
FAIM
1162
Financial Advocates Investment Management
Washington
$2.52M +$2.47M +27,452 New
PIM
1163
Progressive Investment Management
Oregon
$2.52M +$28.1K +313 +1%
CWM
1164
Concentric Wealth Management
California
$2.52M +$75.6K +841 +3%
FC
1165
Fayerweather Charles
$2.51M -$171K -1,904 -7%
P
1166
Pitcairn
Pennsylvania
$2.51M -$253K -2,810 -9%
AC
1167
Addison Capital
Pennsylvania
$2.5M +$899 +10 +0%
FPCG
1168
Fort Pitt Capital Group
Pennsylvania
$2.49M -$3.33K -37 -0.1%
ACM
1169
Alpha Capital Management
Texas
$2.49M -$86.2K -959 -3%
SCA
1170
Spearhead Capital Advisors
Florida
$2.49M +$2.44M +27,081 New
NIC
1171
Northwest Investment Counselors
Oregon
$2.49M +$33.2K +369 +1%
TBA
1172
Train Babcock Advisors
New York
$2.48M -$567K -6,310 -19%
PA
1173
Perennial Advisors
New York
$2.48M +$22.8K +254 +0.9%
AIM
1174
Anchor Investment Management
South Carolina
$2.48M -$192K -2,133 -7%
RCAG
1175
Rehmann Capital Advisory Group
Michigan
$2.48M -$40.6K -452 -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.