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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
BWM
1651
BerganKDV Wealth Management
Minnesota
$906K -$128K -1,428 -13%
GHAM
1652
Gilman Hill Asset Management
Connecticut
$906K -$15.7K -175 -2%
BHTS
1653
Bar Harbor Trust Services
Maine
$903K
AIM
1654
Acropolis Investment Management
Missouri
$895K +$147K +1,640 +20%
NEPWA
1655
New England Private Wealth Advisors
Massachusetts
$891K -$630 -7 -0.1%
VIG
1656
Vienna Insurance Group
Poland
$891K +$872K +9,693 New
OIWM
1657
OptiFour Integrated Wealth Management
Virginia
$884K +$865K +9,623 New
HCA
1658
Harbour Capital Advisors
Virginia
$883K -$230K -2,556 -21%
GIM
1659
Greylin Investment Management
Virginia
$883K
RPA
1660
Rock Point Advisors
Vermont
$881K -$83.2K -925 -9%
FDS
1661
Freedom Day Solutions
Texas
$879K +$860K +9,564 New
SMG
1662
Spectrum Management Group
Indiana
$876K -$2.09M -23,225 -71%
SRSA
1663
S.R. Schill & Associates
Washington
$870K -$32.3K -359 -4%
HFP
1664
Holistic Financial Partners
Indiana
$867K +$849K +9,436 New
MF
1665
Magnetar Financial
Illinois
$857K -$6.21K -69 -0.7%
SCI
1666
Stableford Capital II
Arizona
$855K +$22.9K +255 +3%
I2I
1667
Insight 2811 Inc
Illinois
$854K -$23.4K -260 -3%
KC
1668
Kingfisher Capital
North Carolina
$849K -$45.9K -510 -5%
ME
1669
McIlrath & Eck
Washington
$848K +$830K +9,225 New
CAW
1670
Cornerstone Advisors (Washington)
Washington
$845K -$180 -2 -0%
SFP
1671
Shepherd Financial Partners
Massachusetts
$840K -$44.3K -493 -5%
AF
1672
Allworth Financial
California
$840K +$48.3K +537 +6%
LOAMS
1673
Lombard Odier Asset Management (Switzerland)
Switzerland
$839K
MWP
1674
MYCIO Wealth Partners
Pennsylvania
$839K +$180 +2 +0%
FIMG
1675
Financial & Investment Management Group
Michigan
$838K -$9.89K -110 -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.