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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
RWP
1226
RWA Wealth Partners
Massachusetts
$2.21M +$409K +4,547 +23%
MFG
1227
Monte Financial Group
Connecticut
$2.21M +$2.17M +24,076 New
FPIS
1228
Financial Planning & Information Services
Wisconsin
$2.21M +$258K +2,866 +14%
HI
1229
HBK Investments
Texas
$2.21M +$2.16M +24,000 New
TSWM
1230
Triangle Securities Wealth Management
North Carolina
$2.2M +$22.9K +255 +1%
PHIMC
1231
Private Harbour Investment Management & Counsel
Ohio
$2.2M -$5.4K -60 -0.2%
MPIA
1232
Mountain Pacific Investment Advisers
Idaho
$2.2M -$29.7K -330 -1%
NMIFOAC
1233
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.2M – – –
SFSIG
1234
San Francisco Sentry Investment Group
California
$2.19M +$77.1K +857 +4%
EIM
1235
Essex Investment Management
Massachusetts
$2.19M -$45.1K -502 -2%
BDWM
1236
Brewin Dolphin Wealth Management
Ireland
$2.19M +$137K +1,528 +7%
HH
1237
Hilltop Holdings
Texas
$2.18M -$1.16M -12,915 -35%
TC
1238
Trilogy Capital
California
$2.18M +$2.14M +23,763 New
BDS
1239
Banco de Sabadell
Florida
$2.18M +$2.13M +23,731 New
SIMM
1240
Stillwater Investment Management (Minnesota)
Minnesota
$2.18M -$20.3K -226 -0.9%
PK
1241
Pflug Koory
Nebraska
$2.18M +$7.64K +85 +0.4%
LPIC
1242
LeJeune Puetz Investment Counsel
Michigan
$2.17M -$17.4K -193 -0.8%
LSA
1243
L & S Advisors
California
$2.16M -$87.1K -969 -4%
SCM
1244
Sterneck Capital Management
Missouri
$2.15M -$210K -2,340 -9%
EI
1245
EDMP Inc
Florida
$2.15M -$92.2K -1,025 -4%
MMHP
1246
Murphy Middleton Hinkle & Parker
Georgia
$2.15M +$2.1M +23,375 New
SFA
1247
Sequoia Financial Advisors
Ohio
$2.14M -$10.3K -114 -0.5%
LCM
1248
LVM Capital Management
Michigan
$2.13M – – –
RG
1249
Renaissance Group
Kentucky
$2.13M -$3.78K -42 -0.2%
ATC
1250
Argent Trust Co
Tennessee
$2.13M -$231K -2,568 -10%
48 49
50
51 52

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.