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
VIA
1351
Virtus Investment Advisers
Connecticut
$1.68M -$101K -1,118 -6%
IB
1352
Intrust Bank
Kansas
$1.68M +$114K +1,268 +7%
PH
1353
Pinnacle Holdings
Oklahoma
$1.67M +$1.8K +20 +0.1%
MCP
1354
Martin Capital Partners
Oregon
$1.66M +$1.63M +18,098 New
SLF
1355
Sun Life Financial
Ontario, Canada
$1.66M -$397K -4,417 -20%
DBIA
1356
Dumont & Blake Investment Advisors
New Jersey
$1.66M -$8.99K -100 -0.6%
AAM
1357
Autus Asset Management
Arizona
$1.65M +$38.6K +429 +2%
NG
1358
Northstar Group
New York
$1.65M +$14.8K +165 +0.9%
MGIA
1359
Moneta Group Investment Advisors
Missouri
$1.65M +$18.1K +201 +1%
MMG
1360
Monetary Management Group
Missouri
$1.64M -$42.7K -475 -3%
AIM
1361
Avity Investment Management
Connecticut
$1.64M +$370K +4,117 +30%
TL
1362
Tirschwell & Loewy
New York
$1.64M -$67.5K -750 -4%
CONA
1363
Capital One National Association
New York
$1.63M -$269K -2,991 -14%
MMPW
1364
Mitchell McLeod Pugh & Williams
Alabama
$1.63M +$28.1K +313 +2%
CS
1365
Comerica Securities
Michigan
$1.63M +$69.1K +768 +5%
SXL
1366
Summit X LLC
Missouri
$1.63M -$478K -5,316 -23%
FFC
1367
First Financial Corp
Indiana
$1.62M -$147K -1,630 -8%
CIM
1368
CenturyLink Investment Management
Colorado
$1.62M -$237K -2,634 -13%
HDIM
1369
Hanson & Doremus Investment Management
Vermont
$1.62M -$33.3K -370 -2%
CHA
1370
Carmichael Hill & Associates
Maryland
$1.61M +$1.58M +17,535 New
PGA
1371
Portland Global Advisors
Maine
$1.61M -$8.99K -100 -0.6%
PFS
1372
Prospera Financial Services
Texas
$1.61M +$309K +3,435 +24%
SC
1373
Sawyer & Company
Massachusetts
$1.61M +$1.57M +17,510 New
SS
1374
Simplicity Solutions
Minnesota
$1.61M +$577K +6,415 +58%
BTNA
1375
Bremer Trust National Association
Minnesota
$1.6M -$80.5K -895 -5%

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.