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
CAG
1426
Csenge Advisory Group
Florida
$1.44M -$140K -1,558 -9%
JIM
1427
Jupiter Investment Management
United Kingdom
$1.44M -$82.8K -921 -6%
AIM
1428
Advantage Investment Management
Iowa
$1.44M -$277K -3,083 -16%
MBT
1429
Montecito Bank & Trust
California
$1.43M -$22.9K -255 -2%
NA
1430
Navellier & Associates
Nevada
$1.43M +$1.4M +15,533 New
WIM
1431
Waverton Investment Management
United Kingdom
$1.43M
NERM
1432
New England Research & Management
Illinois
$1.43M +$465K +5,175 +50%
OC
1433
Oarsman Capital
Wisconsin
$1.42M -$70.1K -780 -5%
BC
1434
Burleson & Co
California
$1.42M +$1.39M +15,428 New
DIM
1435
DC Investments Management
Virginia
$1.42M +$1.39M +15,435 New
FCMC
1436
Founders Capital Management (Connecticut)
Connecticut
$1.41M +$20.7K +230 +2%
ERIM
1437
Eagle Ridge Investment Management
Connecticut
$1.41M -$29.7K -330 -2%
HWM
1438
Highwater Wealth Management
Colorado
$1.4M +$968K +10,758 +241%
EFSCE
1439
Enterprise Financial Services Corp (EFSC)
Missouri
$1.4M +$307K +3,414 +29%
FI
1440
FormulaFolio Investments
Michigan
$1.39M +$113K +1,253 +9%
MA
1441
Mutual Advisors
Nebraska
$1.39M +$1.36M +15,108 New
GJCM
1442
Grand Jean Capital Management
California
$1.38M -$15.3K -170 -1%
WPW
1443
Waldron Private Wealth
Pennsylvania
$1.38M +$479K +5,327 +55%
PWMAG
1444
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M -$13.5K -150 -1%
GAM
1445
Gemmer Asset Management
California
$1.38M +$198K +2,206 +17%
WCM
1446
Weik Capital Management
Pennsylvania
$1.38M -$80.9K -900 -6%
GC
1447
Grimes & Company
Massachusetts
$1.38M +$1.71K +19 +0.1%
FBT
1448
First Bank & Trust
South Dakota
$1.38M +$19.2K +214 +1%
OC
1449
Oakworth Capital
Alabama
$1.37M +$22.2K +247 +2%
CHA
1450
Cedar Hill Associates
Illinois
$1.37M -$72K -801 -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.