We are live on ! Find out more
PG icon

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
TMAM
1301
Tokio Marine Asset Management
Japan
$1.87M +$22K +245 +1%
BOCM
1302
Bontempo Ohly Capital Management
Maryland
$1.87M -$1.31M -14,544 -39%
CIS
1303
Capital International Sarl
California
$1.86M +$468K +5,200 +34%
HJGA
1304
Hardman Johnston Global Advisors
Connecticut
$1.86M -$45K -500 -2%
WA
1305
Waverly Advisors
Alabama
$1.86M +$110K +1,220 +6%
JDR
1306
Jay D. Rosenbaum
$1.86M -$18K -200 -1%
NIM
1307
Nicollet Investment Management
Minnesota
$1.85M +$1.82M +20,187 New
PP
1308
PDS Planning
Ohio
$1.85M +$1.81M +20,163 New
WCM
1309
Whitener Capital Management
North Carolina
$1.85M +$1.81M +20,120 New
SFSG
1310
Stearns Financial Services Group
North Carolina
$1.85M -$167K -1,858 -8%
CIP
1311
Capital Insight Partners
Arizona
$1.84M +$1.81M +20,085 New
ZAM
1312
Zevin Asset Management
Massachusetts
$1.84M -$8.99K -100 -0.5%
FFA
1313
First Foundation Advisors
California
$1.83M -$12.9K -143 -0.7%
HIM
1314
Harbour Investment Management
Washington
$1.82M -$143K -1,595 -7%
GWCM
1315
Godshalk Welsh Capital Management
Pennsylvania
$1.81M -$108K -1,200 -6%
CEI
1316
Clark Estates Inc
New York
$1.81M
LCM
1317
Lucas Capital Management
New Jersey
$1.79M +$50.5K +561 +3%
JAFL
1318
Jay A. Fishman Ltd
Michigan
$1.79M -$323K -3,596 -16%
AIIMS
1319
Analyst IMS Investment Management Services
Israel
$1.79M -$82.4K -916 -4%
RCA
1320
Rowland Carmichael Advisors
Arizona
$1.78M +$39.4K +438 +2%
IWA
1321
Inspirion Wealth Advisors
Illinois
$1.78M +$415K +4,612 +31%
ANRIA
1322
American National Registered Investment Advisor
Texas
$1.77M
AFA
1323
Aurora Financial Advisors
Massachusetts
$1.77M +$1.74M +19,295 New
HWA
1324
Heritage Way Advisors
Illinois
$1.77M +$40.5K +450 +2%
FBB
1325
Fulton Breakefield Broenniman
Maryland
$1.77M +$496K +5,515 +40%

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.