We are live on ! Find out more
PG icon

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
CCWA
1576
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M -$693K -7,706 -40%
MFWM
1577
Motley Fool Wealth Management
Virginia
$1.06M +$2.97K +33 +0.3%
MSA
1578
Marino Stram & Associates
Massachusetts
$1.06M +$1.04M +11,547 New
SAM
1579
SignalPoint Asset Management
Missouri
$1.06M +$32.5K +361 +3%
SWM
1580
Segment Wealth Management
Texas
$1.05M -$162K -1,799 -14%
AMG
1581
Asset Management Group
Connecticut
$1.05M -$93.4K -1,039 -8%
NAM
1582
Needelman Asset Management
California
$1.04M +$2.7K +30 +0.3%
VCM
1583
Violich Capital Management
California
$1.04M
MAM
1584
Morse Asset Management
Connecticut
$1.04M -$61.2K -680 -6%
SJIM
1585
St. Johns Investment Management
Florida
$1.03M -$38.4K -427 -4%
LPT
1586
Legacy Private Trust
Wisconsin
$1.03M +$18K +200 +2%
SFS
1587
Summit Financial Strategies
Ohio
$1.03M +$15.7K +175 +2%
SGS
1588
Sterling Global Strategies
California
$1.03M -$7.73K -86 -0.8%
RWA
1589
River Wealth Advisors
Pennsylvania
$1.03M -$3.24K -36 -0.3%
TWA
1590
TCI Wealth Advisors
Arizona
$1.02M +$24.2K +269 +2%
MA
1591
MANA Advisors
New York
$1.02M +$1M +11,121 New
BFA
1592
Beaumont Financial Advisors
Massachusetts
$1.02M -$18K -200 -2%
PO
1593
Private Ocean
California
$1.02M +$13.8K +153 +1%
PTC
1594
Provident Trust Company
Wisconsin
$1.01M -$17.1K -190 -2%
BCMIO
1595
Beacon Capital Management Inc (Ohio)
Ohio
$1.01M +$899 +10 +0.1%
DBG
1596
De Burlo Group
Massachusetts
$1.01M
CL
1597
CPWM LLC
Washington
$1.01M +$7.2K +80 +0.7%
SFM
1598
Signature Financial Management
Virginia
$1.01M -$307K -3,410 -24%
BCP
1599
Blackhawk Capital Partners
Wisconsin
$1M +$982K +10,918 New
TA
1600
Tiedemann Advisors
New York
$1M -$1.9M -21,153 -66%

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.