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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
KIG
1326
Kessler Investment Group
Indiana
$1.77M -$1.42M -15,781 -45%
JFA
1327
Johanson Financial Advisors
California
$1.76M +$116K +1,286 +7%
SBL
1328
Sargent Bickham Lagudis
Colorado
$1.76M -$158K -1,757 -8%
SMM
1329
Stadion Money Management
Georgia
$1.75M -$89.6K -996 -5%
SCI
1330
S&CO Inc
Massachusetts
$1.75M -$48K -534 -3%
JCM
1331
Jacobi Capital Management
Pennsylvania
$1.75M +$9.89K +110 +0.6%
Fuller & Thaler Asset Management
1332
Fuller & Thaler Asset Management
California
$1.75M
FFA
1333
Fragasso Financial Advisors
Pennsylvania
$1.74M +$213K +2,371 +14%
HFA
1334
HC Financial Advisors
California
$1.74M +$1.7M +18,917 New
CB
1335
CNB Bank
Pennsylvania
$1.74M +$1.7M +18,919 New
AIM
1336
ARGA Investment Management
Connecticut
$1.74M
GIP
1337
Granite Investment Partners
California
$1.73M +$22.5K +250 +1%
FUBT
1338
First United Bank & Trust
Maryland
$1.73M +$54.9K +610 +3%
STMM
1339
South Texas Money Management
Texas
$1.73M -$444K -4,942 -21%
SC
1340
Searle & Co
Connecticut
$1.73M +$28.1K +313 +2%
FSA
1341
Franklin Street Advisors
North Carolina
$1.72M -$35.5K -395 -2%
LFG
1342
LifePlan Financial Group
Ohio
$1.72M
LSAG
1343
Lake Street Advisors Group
New Hampshire
$1.72M +$1.68M +18,675 New
DWM
1344
Dorchester Wealth Management
Quebec, Canada
$1.71M -$27K -300 -2%
MSU
1345
Mizuho Securities USA
New York
$1.7M +$288K +3,199 +21%
WOC
1346
West Oak Capital
California
$1.7M -$30.1K -335 -2%
SBIA
1347
Sheaff Brock Investment Advisors
Indiana
$1.7M -$61.7K -686 -4%
MBT
1348
Monroe Bank & Trust
Michigan
$1.7M +$3.51K +39 +0.2%
KTC
1349
Kistler-Tiffany Companies
Pennsylvania
$1.69M -$41.5K -461 -2%
CG
1350
Colony Group
Massachusetts
$1.68M +$435K +4,832 +36%

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.