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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
TA
1401
Townsend & Associates
Colorado
$1.5M +$1.47M +16,372 New
CS
1402
Cannell & Spears
New York
$1.5M -$350K -3,895 -19%
FAN
1403
Financial Advisors Network
California
$1.5M +$18K +200 +1%
FLI
1404
Family Legacy Inc
South Carolina
$1.5M +$772K +8,587 +112%
SCM
1405
SOL Capital Management
Maryland
$1.49M -$348K -3,875 -19%
MWM
1406
Meridian Wealth Management
Kentucky
$1.49M -$7.55K -84 -0.5%
SAM
1407
Security Asset Management
New York
$1.49M
VHAM
1408
Van Hulzen Asset Management
California
$1.48M +$10.8K +120 +0.8%
AB
1409
AT Bancorp
Iowa
$1.48M -$72.5K -806 -5%
PAMG
1410
Patton Albertson Miller Group
Tennessee
$1.47M -$107K -1,195 -7%
AGM
1411
Alpine Global Management
New York
$1.47M +$1.17M +13,020 +439%
IWM
1412
IHT Wealth Management
Illinois
$1.47M +$432K +4,808 +43%
EWA
1413
Exencial Wealth Advisors
Oklahoma
$1.47M +$25.3K +281 +2%
GAG
1414
GM Advisory Group
New York
$1.46M +$2.79K +31 +0.2%
SC
1415
Stratford Consulting
Texas
$1.46M +$3.96K +44 +0.3%
HHGA
1416
Halbert Hargrove Global Advisors
California
$1.46M +$976K +10,852 +214%
FHC
1417
First Heartland Consultants
Missouri
$1.46M -$637K -7,078 -31%
PMFA
1418
Plante Moran Financial Advisors
Michigan
$1.46M -$1.26K -14 -0.1%
DHFB
1419
Dixon Hubard Feinour & Brown
Virginia
$1.46M +$270K +3,000 +23%
ZF
1420
Zhang Financial
Michigan
$1.45M -$31.4K -349 -2%
HPC
1421
Hobart Private Capital
North Carolina
$1.45M +$1.42M +15,766 New
HCMNY
1422
Howard Capital Management (New York)
New York
$1.45M -$12.6K -140 -0.9%
TL
1423
TrueWealth LLC
Georgia
$1.44M +$1.41M +15,686 New
FMTCOCP
1424
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.44M +$18.4K +205 +1%
WEC
1425
Winslow Evans & Crocker
Massachusetts
$1.44M -$44.4K -494 -3%

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.