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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
FCAG
1251
First Capital Advisors Group
New Jersey
$2.13M -$9.98K -111 -0.5%
LI
1252
Longer Investments
Arkansas
$2.12M -$176K -1,958 -8%
YWP
1253
YorkBridge Wealth Partners
New York
$2.11M +$143K +1,585 +6%
SFI
1254
SPC Financial Inc
Maryland
$2.11M +$171K +1,904 +9%
SFS
1255
Sowell Financial Services
Arkansas
$2.1M +$106K +1,178 +5%
FHA
1256
Flagship Harbor Advisors
Massachusetts
$2.09M +$322K +3,585 +19%
KTM
1257
Keeler Thomas Management
Utah
$2.09M +$2.04M +22,727 New
BI
1258
Bredin Investment
Delaware
$2.08M +$2.07M +22,963 New
SAM
1259
Summit Asset Management
Tennessee
$2.08M -$6.57K -73 -0.3%
CCP
1260
Clifford Capital Partners
Utah
$2.07M +$2.02M +22,503 New
KA
1261
Kovack Advisors
Florida
$2.04M +$98.1K +1,091 +5%
MLL
1262
Moody Lynn & Lieberson
Massachusetts
$2.04M -$630 -7 -0%
STA
1263
Summit Trail Advisors
New York
$2.04M +$2.06M +22,907 New
CWP
1264
Capital Wealth Planning
Florida
$2.03M +$404K +4,489 +25%
IA
1265
IFG Advisory
Georgia
$2.03M +$1.98M +22,061 New
HCM
1266
Hollencrest Capital Management
California
$2.02M
SACTSONJ
1267
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.02M -$270K -3,000 -12%
HIC
1268
Holderness Investments Company
North Carolina
$2.01M +$25K +278 +1%
EHWM
1269
Eads & Heald Wealth Management
Georgia
$2.01M +$50.9K +566 +3%
JWA
1270
JFS Wealth Advisors
Pennsylvania
$2M +$18.2K +202 +0.9%
LAIC
1271
Lederer & Associates Investment Counsel
California
$2M +$18.9K +210 +1%
CIS
1272
Connors Investor Services
Pennsylvania
$2M -$17.6K -196 -0.9%
DT
1273
Diversified Trust
Tennessee
$1.99M +$34.4K +383 +2%
UAS
1274
United Asset Strategies
New York
$1.99M +$39.8K +442 +2%
FEG
1275
Fund Evaluation Group
Ohio
$1.99M +$1.94M +21,599 New

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.