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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
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$109M +$6.94M +77,201 +7%
NIPH
152
NN Investment Partners Holdings
Netherlands
$108M +$9.3M +103,382 +10%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$108M +$5.75M +63,968 +6%
KBC Group
154
KBC Group
Belgium
$108M +$48.9M +543,932 +87%
RFC
155
Regions Financial Corp
Alabama
$107M +$680K +7,561 +0.7%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$104M +$30.7M +340,873 +43%
ACI
157
AMP Capital Investors
Australia
$101M -$2.71M -30,137 -3%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$101M
TCG
159
Tremblant Capital Group
Florida
$99M -$10.1M -111,940 -9%
Axa
160
Axa
France
$98.2M +$90 +1 +0%
CI Investments Inc
161
CI Investments Inc
Ontario, Canada
$97.4M -$2.22M -24,630 -2%
HighTower Advisors
162
HighTower Advisors
Illinois
$95.8M +$909K +10,102 +1%
CI
163
Cincinnati Insurance
Ohio
$94.4M
N
164
Natixis
France
$92.6M +$83.4M +927,712 +1,156%
SAM
165
Silvercrest Asset Management
New York
$92.1M +$865K +9,614 +1%
Brown Advisory
166
Brown Advisory
Maryland
$91.4M +$2.79M +31,017 +3%
CP
167
Coho Partners
Pennsylvania
$90.9M -$3.19M -35,459 -3%
HIM
168
Hermes Investment Management
United Kingdom
$89.9M +$583K +6,487 +0.7%
CCMH
169
Cornerstone Capital Management Holdings
New York
$89.5M -$2.69M -29,889 -3%
BCM
170
Bridgeway Capital Management
Texas
$88.5M +$1.06M +11,765 +1%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$87M -$4.06M -45,125 -5%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$85.4M +$262K +2,908 +0.3%
HTC
173
Haverford Trust Company
Pennsylvania
$85.3M -$96.4K -1,072 -0.1%
LPL Financial
174
LPL Financial
California
$84.8M +$5.5M +61,176 +7%
WF
175
Welch & Forbes
Massachusetts
$84.2M -$1.16M -12,910 -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.