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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
DCM
1201
Donaldson Capital Management
Indiana
$2.34M -$256K -2,841 -10%
AP
1202
Atwood & Palmer
Missouri
$2.34M -$18K -200 -0.8%
CNC
1203
Citizens & Northern Corp
Pennsylvania
$2.31M -$139K -1,548 -6%
CT
1204
Chicago Trust
Illinois
$2.3M -$33.7K -375 -1%
ICP
1205
Ironvine Capital Partners
Nebraska
$2.3M +$2.25M +25,056 New
TCM
1206
Texan Capital Management
Texas
$2.3M -$63.4K -705 -3%
HSA
1207
Hussman Strategic Advisors
Maryland
$2.3M
S
1208
SignatureFD
Georgia
$2.3M +$101K +1,119 +5%
Koshinski Asset Management
1209
Koshinski Asset Management
Illinois
$2.3M +$446K +4,964 +25%
MBA
1210
McQueen Ball & Associates
Pennsylvania
$2.28M +$90 +1 +0%
EI
1211
Elkhorn Investments
Illinois
$2.28M +$808K +8,987 +56%
DAC
1212
Dividend Assets Capital
South Carolina
$2.28M -$12.1K -134 -0.5%
BCFS
1213
Butensky & Cohen Financial Security
Florida
$2.28M +$62.7K +697 +3%
NFA
1214
Nuveen Fund Advisors
Illinois
$2.27M -$267K -2,971 -11%
CIA
1215
Covington Investment Advisors
Pennsylvania
$2.27M
AP
1216
AHL Partners
United Kingdom
$2.26M -$1.82M -20,214 -45%
OMC
1217
Overbrook Management Corp
New York
$2.26M -$844K -9,384 -28%
WF
1218
WoodTrust Financial
Wisconsin
$2.26M +$2.21M +24,609 New
SCM
1219
Southport Capital Management
Tennessee
$2.25M +$266K +2,953 +14%
DMC
1220
Drexel Morgan & Co
Pennsylvania
$2.25M +$16K +178 +0.7%
PFS
1221
Physicians Financial Services
North Carolina
$2.23M
TI
1222
Trexquant Investment
Connecticut
$2.23M +$422K +4,690 +24%
BO
1223
Bank OZK
Arkansas
$2.22M +$922K +10,255 +74%
SMC
1224
Smith, Moore & Co
Missouri
$2.22M -$55.6K -618 -2%
NWP
1225
Northstar Wealth Partners
Connecticut
$2.22M -$67.9K -755 -3%

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.