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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
CB
1551
Cadence Bank
Mississippi
$1.11M +$1.09M +12,105 New
GSC
1552
G&S Capital
Colorado
$1.11M +$1.08M +12,063 New
PHS
1553
Pekin Hardy Strauss
Illinois
$1.11M -$197K -2,195 -15%
KWMG
1554
King Wealth Management Group
Florida
$1.1M -$17.5K -195 -2%
AEPG
1555
American Economic Planning Group
New Jersey
$1.1M +$91.2K +1,014 +9%
RWM
1556
Ritholtz Wealth Management
New York
$1.1M +$862K +9,584 +400%
WAAG
1557
Wealth Alliance Advisory Group
Kansas
$1.1M +$1.08M +11,978 New
MSS
1558
Mitchell Sinkler & Starr
Pennsylvania
$1.1M -$6.83K -76 -0.6%
AWM
1559
Altium Wealth Management
New York
$1.09M +$1.07M +11,919 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1560
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.09M +$71.9K +800 +7%
CS
1561
Credential Securities
$1.09M -$6.38K -71 -0.6%
MWP
1562
Moller Wealth Partners
$1.09M +$255K +2,837 +31%
NFG
1563
Nations Financial Group
Iowa
$1.09M +$16.3K +181 +2%
FANJ
1564
Financial Architects (New Jersey)
New Jersey
$1.08M +$26.3K +292 +3%
IP
1565
Isthmus Partners
Wisconsin
$1.08M -$37.8K -420 -3%
NC
1566
NewSquare Capital
Pennsylvania
$1.08M +$111K +1,238 +12%
AAMA
1567
Advanced Asset Management Advisors
Ohio
$1.08M +$1.05M +11,713 New
EM
1568
ELCO Management
New York
$1.07M -$85K -945 -7%
GA
1569
Greytown Advisors
Florida
$1.07M +$91.1K +1,013 +9%
RCM
1570
RB Capital Management
Nevada
$1.07M +$33.5K +373 +3%
ECAM
1571
East Coast Asset Management
Massachusetts
$1.07M -$64.1K -713 -6%
CI
1572
Capital International
California
$1.07M
RL
1573
Ruffer LLP
United Kingdom
$1.06M
GAM
1574
Gould Asset Management
California
$1.06M -$4.95K -55 -0.5%
HCM
1575
HMS Capital Management
Tennessee
$1.06M -$630 -7 -0.1%

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.