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Procter & Gamble
PG

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: 2,078 → 2,275 (+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: 237 → 223 (-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

Top Buyers

Rank Fund Capital Flow
1
AIG
American International Group
New York
+$483M
2
AAMU
Amundi Asset Management US
Massachusetts
+$246M
3
Barclays
Barclays
United Kingdom
+$207M
4
State Street
State Street
Massachusetts
+$195M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$163M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$348M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$316M
3
Credit Agricole
Credit Agricole
France
-$237M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$196M
5
Capital World Investors
Capital World Investors
California
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
1176
Princeton Portfolio Strategies Group
New Jersey
$2.47M -$228K -2,536 -9%
GBT
1177
Grove Bank & Trust
Florida
$2.46M +$59.6K +663 +3%
RP
1178
Riverbridge Partners
Minnesota
$2.46M +$19.7K +219 +0.8%
RFA
1179
Reilly Financial Advisors
California
$2.45M +$106K +1,182 +5%
APA
1180
American Portfolios Advisors
New York
$2.45M +$2.4M +26,662 New
SGAM
1181
Steinberg Global Asset Management
Florida
$2.44M -$34.3K -381 -1%
WPW
1182
Winthrop Partners - WNY
New York
$2.44M +$2.73M +30,377 New
BMC
1183
Benin Management Corp
Connecticut
$2.44M +$20.2K +225 +0.9%
BAM
1184
Bruderman Asset Management
New York
$2.43M +$59.4K +660 +3%
RWM
1185
RKL Wealth Management
Pennsylvania
$2.43M -$121K -1,340 -5%
PCM
1186
Palisade Capital Management
New Jersey
$2.43M -$168K -1,867 -7%
QC
1187
Quadrature Capital
United Kingdom
$2.42M +$2.37M +26,304 New
FCCM
1188
First City Capital Management
Georgia
$2.42M -$29.1K -324 -1%
WCA
1189
Westover Capital Advisors
Delaware
$2.42M +$25.4K +282 +1%
CCM
1190
Chickasaw Capital Management
Tennessee
$2.4M +$554K +6,155 +31%
OAM
1191
Oak Asset Management
California
$2.39M +$2.34M +26,055 New
NL
1192
NWAM LLC
Washington
$2.39M -$74.1K -824 -3%
FIB
1193
First Interstate Bank
Montana
$2.39M -$54.9K -610 -2%
VCM
1194
Vigilant Capital Management
Maine
$2.39M +$31.4K +349 +1%
SFG
1195
SevenBridge Financial Group
Pennsylvania
$2.38M -$49.7K -553 -2%
BFO
1196
Biltmore Family Office
North Carolina
$2.38M +$2.33M +25,859 New
CA
1197
Cynosure Advisors
Utah
$2.38M +$2.32M +25,852 New
AAM
1198
Ascension Asset Management
New York
$2.37M +$2.32M +25,771 New
AF
1199
Alerus Financial
North Dakota
$2.34M -$5.44M -60,514 -70%
CL
1200
Choreo LLC
Illinois
$2.34M +$160K +1,774 +7%
46 47
48
49 50

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.