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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
FCB
1376
First Command Bank
Texas
$1.6M
FCFS
1377
First Command Financial Services
Texas
$1.6M
AFS
1378
Access Financial Services
Minnesota
$1.59M +$411K +4,565 +36%
GIP
1379
Greatmark Investment Partners
Georgia
$1.58M -$64.8K -721 -4%
FWP
1380
FAS Wealth Partners
Kansas
$1.58M -$8.81K -98 -0.6%
JMH
1381
J.M. Hartwell
New York
$1.58M +$397K +4,413 +35%
WA1
1382
Wimmer Associates 1
California
$1.57M -$31.3K -348 -2%
BHBT
1383
Burke & Herbert Bank & Trust
Virginia
$1.57M +$12.5K +139 +0.8%
FC
1384
Ferris Capital
Massachusetts
$1.56M +$1.2M +13,395 +373%
BCM
1385
Bourgeon Capital Management
Connecticut
$1.55M -$63.9K -710 -4%
BP
1386
Ballentine Partners
Massachusetts
$1.55M -$151K -1,679 -9%
OCM
1387
Orser Capital Management
Texas
$1.55M +$1.54M +17,160 New
QIM
1388
Quantitative Investment Management
Virginia
$1.54M -$21M -233,000 -93%
SBWIC
1389
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.54M -$29.1K -324 -2%
BIAS
1390
Beacon Investment Advisory Services
New Jersey
$1.54M -$221K -2,461 -13%
FBA
1391
Front Barnett Associates
Illinois
$1.53M -$55.8K -620 -4%
SBA
1392
Secrest Blakey & Associates
North Carolina
$1.53M +$1.49M +16,609 New
BAM
1393
Belpointe Asset Management
Nevada
$1.52M +$20.3K +226 +1%
NBG
1394
Nancy B. Gardiner
$1.51M -$624K -6,934 -30%
RM
1395
Resource Management
Louisiana
$1.51M +$1.66M +18,512 New
RC
1396
Reik & Co
New York
$1.51M +$67.5K +750 +5%
Carson Wealth (CWM LLC)
1397
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$303K +3,368 +26%
BE
1398
Bonness Enterprises
District of Columbia
$1.51M
Lido Advisors
1399
Lido Advisors
California
$1.51M +$83.8K +932 +6%
WI
1400
Wintrust Investments
Illinois
$1.5M +$19.4K +216 +1%

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.