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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
BRF
1801
B. Riley Financial
California
$619K +$34.9K +388 +6%
AAP
1802
Aristotle Atlantic Partners
Florida
$617K +$604K +6,720 New
FMT
1803
First Mercantile Trust
Tennessee
$616K -$45K -500 -7%
SAM
1804
Shamrock Asset Management
Texas
$614K
EA
1805
Elm Advisors
California
$613K
ORI
1806
Oak Ridge Investments
Illinois
$613K
ECM
1807
Elgethun Capital Management
South Dakota
$612K -$19.9K -221 -3%
KS
1808
Karpas Strategies
Connecticut
$612K
HI
1809
Hudock Inc
Pennsylvania
$612K +$28.5K +317 +5%
PP
1810
PagnatoKarp Partners
Virginia
$611K +$57.9K +644 +11%
MFW
1811
Mosaic Family Wealth
Missouri
$610K -$138K -1,540 -19%
GVT
1812
Genesee Valley Trust
New York
$610K -$6.21K -69 -1%
FAG
1813
Financial Advisory Group
Texas
$609K +$9.17K +102 +2%
KP
1814
Keel Point
Alabama
$607K -$16.2K -180 -3%
FFS
1815
Founders Financial Securities
Maryland
$606K +$14K +156 +2%
PFA
1816
Paradigm Financial Advisors
Missouri
$601K -$27K -300 -4%
KFGK
1817
Keystone Financial Group (Kentucky)
Kentucky
$599K +$587K +6,527 New
NWS
1818
Newport Wealth Strategies
California
$598K +$623K +6,931 New
LRIC
1819
Long Road Investment Counsel
Michigan
$595K
BWA
1820
BDO Wealth Advisors
Florida
$595K +$23.8K +265 +4%
PA
1821
Planning Alternatives
Michigan
$594K -$67.3K -748 -10%
TCM
1822
Tradewinds Capital Management
Washington
$590K -$51.4K -571 -8%
BOS
1823
Bank of Stockton
California
$590K +$196K +2,180 +51%
SWA
1824
Sutton Wealth Advisors
Florida
$587K
PAM
1825
Peninsula Asset Management
Florida
$585K

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.