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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
AFNAS
1701
American Financial Network Advisory Services
California
$795K -$173K -1,929 -18%
WCAMG
1702
Woodard & Company Asset Management Group
North Carolina
$791K +$776K +8,626 New
RP
1703
Rowlandmiller & Partners
Georgia
$791K +$15.6K +174 +2%
SFG
1704
Sather Financial Group
Texas
$788K -$10.3K -115 -1%
IUHSA
1705
Itau Unibanco Holding S.A.
Brazil
$784K +$75.9K +844 +11%
MC
1706
Marcus Capital
Illinois
$783K -$1.06M -11,750 -58%
SAM
1707
Seelaus Asset Management
New Jersey
$783K +$766K +8,521 New
ECM
1708
Evergreen Capital Management
Washington
$782K -$856K -9,517 -53%
VCM
1709
Virtue Capital Management
Tennessee
$782K +$766K +8,516 New
CT
1710
CPF Texas
Texas
$780K +$763K +8,488 New
ACP
1711
Aveo Capital Partners
Colorado
$777K +$16.2K +180 +2%
CWM
1712
Cabot Wealth Management
Massachusetts
$773K -$30.3K -337 -4%
BW
1713
Bison Wealth
Georgia
$772K +$17.3K +192 +2%
SIM
1714
SSI Investment Management
California
$771K -$2.34K -26 -0.3%
JGIA
1715
Jackson Grant Investment Advisers
Connecticut
$769K -$42K -467 -5%
BRC
1716
Bell Rock Capital
Delaware
$767K -$208K -2,315 -22%
EWM
1717
Evermay Wealth Management
Virginia
$766K +$251K +2,795 +50%
CSM
1718
CAMG Solamere Management
North Carolina
$764K -$4.5K -50 -0.6%
OIA
1719
Optimum Investment Advisors
Illinois
$763K +$180 +2 +0%
BWA
1720
Burt Wealth Advisors
Maryland
$763K +$18.1K +201 +2%
FM
1721
Forward Management
California
$760K -$76.9K -855 -9%
GLI
1722
Guardian Life Insurance
New York
$759K +$221K +2,455 +42%
EMB
1723
Elefante Mark B
$758K +$130K +1,440 +21%
MMA
1724
Miracle Mile Advisors
California
$753K +$234K +2,600 +46%
LFR
1725
Lehman Financial Resources
Pennsylvania
$750K +$28.8K +320 +4%

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.