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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
PAWC
1751
P.A.W. Capital
Connecticut
$689K
MAM
1752
Mastrapasqua Asset Management
Tennessee
$687K +$8.09K +90 +1%
CP
1753
Camelot Portfolios
Ohio
$685K -$270 -3 -0%
BBNB
1754
Baker Boyer National Bank
Washington
$684K -$15.3K -170 -2%
CA
1755
Capital Advantage
California
$684K -$8.36K -93 -1%
SKK
1756
Shepherd Kaplan Krochuk
Massachusetts
$683K +$225K +2,500 +51%
SCM
1757
SKBA Capital Management
California
$682K -$9.74M -108,300 -94%
SGA
1758
Strategic Global Advisors
California
$681K -$22.5K -250 -3%
MWA
1759
MFA Wealth Advisors
Pennsylvania
$681K +$705K +7,835 New
CL
1760
CSS LLC
Illinois
$677K
FNT
1761
First Nebraska Trust
Nebraska
$676K -$90 -1 -0%
MWM
1762
MinichMacGregor Wealth Management
New York
$675K -$719 -8 -0.1%
LJAC
1763
L.J. Altfest & Co
New York
$674K -$585K -6,505 -47%
ZIG
1764
Zuckerman Investment Group
Illinois
$673K -$49.9K -555 -7%
Treasurer of the State of North Carolina
1765
Treasurer of the State of North Carolina
North Carolina
$672K +$658K +7,312 New
VI
1766
Versor Investments
New York
$671K +$657K +7,300 New
CRM
1767
Cramer Rosenthal McGlynn
Connecticut
$670K
JC
1768
Jentner Corp
Ohio
$670K +$719 +8 +0.1%
AIM
1769
Aspen Investment Management
Michigan
$669K
DI
1770
Diligent Investors
California
$668K
CIAS
1771
Capital Investment Advisory Services
North Carolina
$667K -$8.09K -90 -1%
CII
1772
Capital International Inc
California
$665K -$207K -2,300 -24%
RAM
1773
Roanoke Asset Management
New Jersey
$665K -$9.89K -110 -1%
RW
1774
REDW Wealth
New Mexico
$664K -$61.5K -684 -9%
RPC
1775
Rossmore Private Capital
Connecticut
$661K +$647K +7,198 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.