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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
MFW
1626
Meristem Family Wealth
Minnesota
$952K +$13K +144 +1%
SCA
1627
Stokes Capital Advisors
South Carolina
$946K +$926K +10,301 New
MC
1628
Montag & Caldwell
Georgia
$939K +$45K +500 +5%
MWM
1629
Modera Wealth Management
New Jersey
$937K -$60.3K -670 -6%
TFS
1630
TrustCore Financial Services
Tennessee
$936K +$916K +10,185 New
SRC
1631
Stone Run Capital
New York
$934K
BAM
1632
Brave Asset Management
New Jersey
$930K
DAM
1633
Doheny Asset Management
California
$929K -$89.9K -1,000 -9%
PAG
1634
Pinnacle Advisory Group
Maryland
$929K +$10.3K +115 +1%
OAM
1635
Oppenheimer Asset Management
New York
$926K
EF
1636
Exeter Financial
Arizona
$926K +$906K +10,077 New
WA
1637
WealthTrust Axiom
Pennsylvania
$923K
BJL
1638
Brighton Jones LLC
Washington
$923K +$126K +1,406 +16%
GI
1639
Glovista Investments
New Jersey
$922K -$58K -645 -6%
TAM
1640
Todd Asset Management
Kentucky
$915K -$8.18K -91 -0.9%
HF
1641
HRT Financial
New York
$914K +$895K +9,957 New
EWA
1642
EP Wealth Advisors
California
$913K +$8K +89 +0.9%
SHA
1643
Seneca House Advisors
Virginia
$913K +$893K +9,933 New
GP
1644
GLG Partners
United Kingdom
$913K +$893K +9,934 New
MSFP
1645
Mark Sheptoff Financial Planning
Connecticut
$912K -$8.99K -100 -1%
NCM
1646
Northside Capital Management
Oregon
$910K
WAG
1647
Winthrop Advisory Group
Massachusetts
$910K +$905K +10,064 New
MVIP
1648
Mar Vista Investment Partners
California
$909K +$61.4K +683 +7%
SCP
1649
Syntal Capital Partners
Texas
$908K +$502K +5,586 +130%
AOWM
1650
Alpha Omega Wealth Management
Virginia
$907K +$42.3K +470 +5%

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.