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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
PC
1676
Port Capital
Illinois
$837K +$819K +9,105 New
IA
1677
Icon Advisers
Colorado
$836K -$459K -5,100 -36%
B
1678
Brightworth
Georgia
$835K +$180K +2,000 +28%
NFC
1679
Northeast Financial Consultants
Connecticut
$832K
NFGCM
1680
Norman Fields Gottscho Capital Management
New York
$831K
LCS
1681
Levin Capital Strategies
New York
$829K
PNAA
1682
Pictet North America Advisors
Switzerland
$828K +$24.4K +271 +3%
NJBEST
1683
New Jersey Better Educational Savings Trust
New Jersey
$827K +$270K +3,000 +50%
NPF
1684
Norris Perne & French
Michigan
$824K -$85.8K -954 -10%
AFG
1685
Albion Financial Group
Utah
$824K -$40K -445 -5%
CBA
1686
Coastal Bridge Advisors
Connecticut
$823K -$76.4K -850 -9%
FC
1687
Financial Consulate
Maryland
$819K -$90 -1 -0%
SFA
1688
Stewardship Financial Advisors
Georgia
$817K +$71.3K +793 +10%
TPWA
1689
TRUE Private Wealth Advisors
Oregon
$816K +$410K +4,559 +105%
HI
1690
Harrington Investments
California
$815K -$9.35K -104 -1%
GWS
1691
Glassman Wealth Services
Virginia
$813K +$7.29K +81 +0.9%
EGA
1692
Eagle Global Advisors
Texas
$810K -$7.2K -80 -0.9%
PV
1693
Private Vista
Illinois
$808K -$323K -3,596 -29%
NA
1694
Nottingham Advisors
New York
$807K -$13K -144 -2%
PAS
1695
Partnervest Advisory Services
California
$804K +$39.5K +439 +5%
WWM
1696
Windsor Wealth Management
Indiana
$804K +$787K +8,746 New
DPI
1697
Diversified Portfolios Inc
Michigan
$803K -$75.6K -841 -9%
TSS
1698
Two Sigma Securities
New York
$802K +$420K +4,673 +115%
FCMT
1699
Founders Capital Management (Texas)
Texas
$801K
PA
1700
Probity Advisors
Texas
$797K -$26.6K -296 -3%

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.