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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
HCM
1726
Highlander Capital Management
New Jersey
$748K -$17.5K -195 -2%
AP
1727
Arlington Partners
Alabama
$747K +$731K +8,133 New
KIA
1728
Kopp Investment Advisors
Minnesota
$744K -$4.95K -55 -0.7%
NCM
1729
Noesis Capital Mangement
Florida
$743K -$77.5K -862 -10%
CWM
1730
Connecticut Wealth Management
Connecticut
$741K -$8.72K -97 -1%
PLFAM
1731
Pineno Levin & Ford Asset Management
Virginia
$741K
BWM
1732
Baystate Wealth Management
Massachusetts
$739K
EAM
1733
Evanson Asset Management
California
$737K +$36.5K +406 +5%
SA
1734
Sicart Associates
New York
$737K +$721K +8,019 New
MLIC
1735
Mandatum Life Insurance Company
Finland
$736K
BA
1736
Bristol Advisors
Pennsylvania
$735K +$153K +1,700 +27%
SCCM
1737
Schafer Cullen Capital Management
New York
$730K -$10.3K -115 -1%
TW
1738
Towerpoint Wealth
California
$727K +$711K +7,910 New
SIS
1739
Sound Income Strategies
Florida
$727K +$803K +8,925 New
LCM
1740
Liberty Capital Management
Michigan
$724K -$18K -200 -2%
HFM
1741
Hartford Financial Management
Connecticut
$720K +$450 +5 +0.1%
CM
1742
Columbus Macro
Pennsylvania
$717K +$702K +7,808 New
KWA
1743
KCS Wealth Advisory
California
$715K +$700K +7,783 New
MCM
1744
MV Capital Management
Maryland
$711K -$61.5K -684 -8%
UF
1745
Univest Financial
Pennsylvania
$711K -$14K -156 -2%
SA
1746
SL Advisors
New Jersey
$707K -$71.2K -792 -9%
CW
1747
Cobiz Wealth
Colorado
$701K -$175K -1,947 -20%
PFC
1748
Phocas Financial Corp
California
$695K +$40.7K +453 +6%
MIH
1749
Meitav Investment House
Israel
$695K +$678K +7,543 New
S
1750
SimplyRich
California
$690K +$676K +7,513 New

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.