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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
IDBONY
1526
Israel Discount Bank of New York
New York
$1.16M -$31.5K -350 -3%
CFMC
1527
Curbstone Financial Management Corp
New Hampshire
$1.16M -$1.1M -12,192 -49%
AL
1528
AJO LP
Pennsylvania
$1.16M
CCG
1529
Ceeto Capital Group
Florida
$1.15M
VA
1530
Valmark Advisers
Ohio
$1.15M +$1.12M +12,480 New
GI
1531
GS Investments
Minnesota
$1.15M -$105K -1,165 -9%
DE
1532
Day & Ennis
Georgia
$1.14M +$96K +1,068 +9%
BIC
1533
Bridges Investment Counsel
Nebraska
$1.14M -$59.4K -660 -5%
BPB
1534
Badgley, Phelps & Bell
Washington
$1.14M +$82.4K +916 +8%
HCC
1535
Hirtle Callaghan & Co
Pennsylvania
$1.14M
PG
1536
PEAK6 Group
Illinois
$1.14M +$1.11M +12,381 New
AIA
1537
Armor Investment Advisors
North Carolina
$1.14M -$4.5K -50 -0.4%
WIP
1538
Wellesley Investment Partners
Massachusetts
$1.14M +$90.4K +1,005 +9%
LKIM
1539
Lawson Kroeker Investment Management
Nebraska
$1.13M -$76.4K -850 -6%
AWM
1540
Aries Wealth Management
Maine
$1.13M +$1.11M +12,370 New
AFP
1541
Ausdal Financial Partners
Iowa
$1.13M -$83.6K -930 -7%
CC
1542
Cornerstone Capital
California
$1.13M +$270K +3,000 +32%
CRC
1543
Curi RMB Capital
Illinois
$1.13M +$15.2K +169 +1%
SS
1544
Sunbelt Securities
Texas
$1.13M +$25K +278 +2%
PCMC
1545
Paragon Capital Management (Colorado)
Colorado
$1.12M -$8.81K -98 -0.8%
CC
1546
Cadinha & Co
Hawaii
$1.12M -$442K -4,912 -29%
PCA
1547
Peddock Capital Advisors
Massachusetts
$1.12M
Members Trust
1548
Members Trust
Florida
$1.12M +$39.8K +443 +4%
KJWM
1549
Kiley Juergens Wealth Management
Washington
$1.11M +$1.09M +12,141 New
CA
1550
Cortland Associates
Missouri
$1.11M +$95.7K +1,064 +10%

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.