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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
BC
1276
Brinker Capital
Pennsylvania
$1.98M +$101K +1,118 +5%
KCMRT
1277
Kemper Corp Master Retirement Trust
Illinois
$1.98M
NPT
1278
Nixon Peabody Trust
Massachusetts
$1.97M +$21.7K +241 +1%
SIAP
1279
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.96M +$270 +3 +0%
CAM
1280
Congress Asset Management
Massachusetts
$1.96M -$42.1K -468 -2%
HAC
1281
Harbor Advisory Corp
New Hampshire
$1.96M +$1.91M +21,277 New
Cetera Investment Advisers
1282
Cetera Investment Advisers
Illinois
$1.95M -$80.8K -898 -4%
JCM
1283
Jag Capital Management
Missouri
$1.95M -$44.5K -495 -2%
PAM
1284
Pegasus Asset Management
New York
$1.95M +$1.9M +21,172 New
SWP
1285
Strategic Wealth Partners
Ohio
$1.95M +$1.99M +22,147 New
BWP
1286
BSW Wealth Partners
Colorado
$1.93M +$93.3K +1,037 +5%
VIA
1287
Vident Investment Advisory
Georgia
$1.93M +$143K +1,586 +8%
IH
1288
IFC Holdings
Florida
$1.92M -$121K -1,347 -6%
BWAM
1289
Boyd Watterson Asset Management
Ohio
$1.92M +$17.3K +192 +0.9%
MCWS
1290
McKinley Carter Wealth Services
West Virginia
$1.92M -$47.7K -530 -2%
Tudor Investment Corp
1291
Tudor Investment Corp
Connecticut
$1.9M +$34.2K +380 +2%
PPCM
1292
Pillar Pacific Capital Management
California
$1.9M -$201K -2,230 -10%
PAM
1293
Peak Asset Management
Colorado
$1.9M -$44.3K -493 -2%
MNBTD
1294
Moody National Bank Trust Division
Texas
$1.9M -$11.3K -126 -0.6%
NSAM
1295
North Star Asset Management
Wisconsin
$1.9M -$43.3K -482 -2%
RGC
1296
Roberts, Glore & Co
Illinois
$1.89M -$22.5K -250 -1%
SL
1297
Summitry LLC
California
$1.89M +$103K +1,141 +6%
AF
1298
Advisornet Financial
Minnesota
$1.88M +$1.84M +20,506 New
BWM
1299
Buckley Wealth Management
Nevada
$1.88M +$1.83M +20,402 New
LCM
1300
Leisure Capital Management
California
$1.87M +$111K +1,239 +6%

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.