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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
GC
1476
Grace Capital
Massachusetts
$1.3M -$62.1K -690 -5%
CA
1477
Cornerstone Advisory
Maryland
$1.29M -$254K -2,820 -17%
ARMT
1478
Amica Retiree Medical Trust
Rhode Island
$1.29M -$499K -5,551 -28%
CT
1479
Clearstead Trust
Maine
$1.28M -$132K -1,470 -10%
PG
1480
Patten Group
Tennessee
$1.27M -$56.7K -630 -4%
GC
1481
Garde Capital
Washington
$1.27M -$8.09K -90 -0.6%
CPIG
1482
Chicago Partners Investment Group
Illinois
$1.27M -$106K -1,179 -8%
FWM
1483
Focused Wealth Management
New York
$1.27M +$213K +2,371 +21%
PCM
1484
Poehling Capital Management
Wisconsin
$1.27M +$1.24M +13,800 New
NSB
1485
Norway Savings Bank
Maine
$1.26M -$5.4K -60 -0.4%
BFC
1486
Bedel Financial Consulting
Indiana
$1.26M +$1.24M +13,757 New
JA
1487
JOYN Advisors
Georgia
$1.26M +$1.24M +13,758 New
BKA
1488
Brick & Kyle Associates
Pennsylvania
$1.26M -$5.22K -58 -0.4%
WA
1489
Wheatland Advisors
Pennsylvania
$1.26M
OWA
1490
One Wealth Advisors
California
$1.26M +$1.23M +13,665 New
ST
1491
Somerset Trust
Pennsylvania
$1.25M +$29.8K +331 +2%
CBT
1492
Central Bank & Trust
Kentucky
$1.25M -$39.7K -441 -3%
PFBT
1493
Parkside Financial Bank & Trust
Missouri
$1.25M -$6.38K -71 -0.5%
BFC
1494
Blue Fin Capital
Rhode Island
$1.25M
WCM
1495
Windsor Capital Management
Arizona
$1.25M +$26.9K +299 +2%
WPC
1496
White Pine Capital
Minnesota
$1.25M +$54.4K +605 +5%
PG
1497
Proffitt & Goodson
Tennessee
$1.25M +$11.7K +130 +1%
CCM
1498
Cribstone Capital Management
Maine
$1.25M +$50.5K +561 +4%
IFWM
1499
Institute for Wealth Management
Colorado
$1.23M -$588K -6,542 -33%
RIM
1500
Reliant Investment Management
Tennessee
$1.23M +$2.25K +25 +0.2%

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.