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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
FPS
1501
Fieldpoint Private Securities
Connecticut
$1.23M -$1.98K -22 -0.2%
UAM
1502
UAS Asset Management
New York
$1.23M +$1.2M +13,340 New
OA
1503
Oxbow Advisors
Texas
$1.23M -$1.23M -13,722 -51%
AWM
1504
Aevitas Wealth Management
Massachusetts
$1.22M +$1.2M +13,314 New
CIP
1505
Convergence Investment Partners
Florida
$1.22M -$540 -6 -0%
WI
1506
Wedgewood Investors
Pennsylvania
$1.22M -$8.54K -95 -0.7%
FMB
1507
Field & Main Bank
Kentucky
$1.22M +$1.19M +13,286 New
DA
1508
Doliver Advisors
Texas
$1.22M +$16.3K +181 +1%
VWA
1509
V Wealth Advisors
Kansas
$1.21M +$137K +1,524 +13%
WIA
1510
Westbourne Investment Advisors
Maryland
$1.21M -$173K -1,925 -13%
CHAM
1511
Clear Harbor Asset Management
Connecticut
$1.21M -$18K -200 -1%
MAM
1512
Meeder Asset Management
Ohio
$1.21M +$650K +7,233 +122%
HCM
1513
Hall Capital Management
Rhode Island
$1.21M -$27K -300 -2%
SFFS
1514
Stonehage Fleming Financial Services
Jersey
$1.21M -$935K -10,401 -44%
AWA
1515
Arete Wealth Advisors
Illinois
$1.2M +$5.94K +66 +0.5%
CIM
1516
CIM Investment Management
Pennsylvania
$1.2M -$19.1K -212 -2%
BEAM
1517
Baker Ellis Asset Management
Washington
$1.19M -$51.6K -574 -4%
RCM
1518
RNC Capital Management
California
$1.19M -$5.76K -64 -0.5%
DC
1519
DeDora Capital
California
$1.19M +$1.16M +12,897 New
LC
1520
Lincoln Capital
Nebraska
$1.17M +$25.7K +286 +2%
CA
1521
Cambridge Advisors
Nebraska
$1.17M -$34.9K -388 -3%
WDL
1522
Well Done LLC
Michigan
$1.17M -$62.1K -690 -5%
PVWM
1523
Point View Wealth Management
New Jersey
$1.17M -$23.3K -259 -2%
IP
1524
Investment Partners
Ohio
$1.16M -$287K -3,196 -20%
ADL
1525
Asset Dedication LLC
California
$1.16M +$1.15M +12,779 New

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.