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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
HCM
1451
Hutchinson Capital Management
California
$1.36M -$12.3K -137 -0.9%
HS
1452
Horan Securities
United States
$1.36M +$86K +956 +7%
VNA
1453
VNBTrust National Association
Virginia
$1.36M -$11.4K -127 -0.9%
NB
1454
Nicolet Bankshares
Wisconsin
$1.35M -$1.17K -13 -0.1%
THWM
1455
Taylor Hoffman Wealth Management
Virginia
$1.35M +$1.33M +14,743 New
AC
1456
Alexandria Capital
Virginia
$1.35M +$640K +7,119 +94%
CA
1457
Calton & Associates
Florida
$1.35M +$1.36M +15,156 New
OWP
1458
Obermeyer Wealth Partners
Colorado
$1.35M
MCM
1459
Manchester Capital Management
Vermont
$1.34M -$50.2K -558 -4%
WI
1460
WrapManager Inc
California
$1.34M -$8.63K -96 -0.7%
CBB
1461
Citizens Business Bank
California
$1.34M +$9.62K +107 +0.7%
FDS
1462
First Dallas Securities
Texas
$1.34M -$64.3K -715 -5%
DAS
1463
Dynamic Advisor Solutions
Arizona
$1.34M +$169K +1,879 +15%
SFM
1464
Signet Financial Management
New Jersey
$1.33M -$245K -2,725 -16%
NIT
1465
NumerixS Investment Technologies
British Columbia, Canada
$1.33M +$1.3M +14,500 New
MCM
1466
Marathon Capital Management
Maryland
$1.33M +$12.3K +137 +1%
WAP
1467
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$256K +2,852 +25%
TW
1468
Transform Wealth
Colorado
$1.32M -$12.7K -141 -1%
CASB
1469
Cape Ann Savings Bank
Massachusetts
$1.32M +$1.29M +14,317 New
VC
1470
Vicus Capital
Pennsylvania
$1.31M +$377K +4,194 +42%
LFGH
1471
Lee Financial Group Hawaii
Hawaii
$1.31M +$1.28M +14,220 New
NFG
1472
Next Financial Group
Texas
$1.3M -$513K -5,701 -29%
MBI
1473
Montrusco Bolton Investments
Quebec, Canada
$1.3M
B
1474
Bailard
California
$1.3M +$109K +1,209 +9%
PWS
1475
Peloton Wealth Strategists
Indiana
$1.3M -$71.9K -800 -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.