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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
TCCM
1601
Timber Creek Capital Management
Massachusetts
$1M -$22.5K -250 -2%
BDF
1602
Balasa Dinverno & Foltz
$999K -$4.59K -51 -0.5%
GLA
1603
Good Life Advisors
Pennsylvania
$999K +$251K +2,796 +35%
CAM
1604
Cubic Asset Management
Massachusetts
$994K -$65.2K -725 -6%
CPA
1605
Clear Perspective Advisors
Illinois
$993K -$15.8K -176 -2%
TWM
1606
Titus Wealth Management
California
$993K +$972K +10,812 New
HW
1607
Hancock Whitney
Mississippi
$992K +$99K +1,101 +11%
CNAM
1608
Campbell Newman Asset Management
Wisconsin
$991K -$104K -1,154 -10%
AI
1609
Accredited Investors
Minnesota
$988K -$37.1K -412 -4%
FMLI
1610
Fukoku Mutual Life Insurance
Japan
$988K -$36K -400 -4%
CI
1611
CAZ Investments
Texas
$988K
WSC
1612
Wellington Shields & Co
New York
$985K -$23K -256 -2%
SG
1613
StoneX Group
New York
$982K +$49.4K +549 +5%
BI
1614
Ballast Inc
Kentucky
$982K +$961K +10,685 New
BCM
1615
Bienville Capital Management
New York
$975K +$42K +467 +5%
GWM
1616
GSB Wealth Management
Connecticut
$970K
WHG
1617
Westwood Holdings Group
Texas
$966K -$85.6K -952 -8%
EGA
1618
E&G Advisors
Texas
$965K -$71.9K -800 -7%
OMC
1619
Old Mission Capital
Illinois
$965K +$944K +10,500 New
SAM
1620
Sawgrass Asset Management
Florida
$963K -$8.99K -100 -0.9%
BONST
1621
Bank of Nova Scotia Trust
Ontario, Canada
$960K -$2.8M -31,178 -75%
SFPIA
1622
Stevens First Principles Investment Advisors
California
$957K
SMFG
1623
Sumitomo Mitsui Financial Group
Japan
$956K +$260K +2,888 +38%
KWM
1624
Kingsview Wealth Management
Oregon
$956K +$290K +3,228 +45%
SP
1625
Successful Portfolios
Florida
$953K +$933K +10,369 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.