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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
CA
1826
Continuum Advisory
Idaho
$585K +$46.3K +515 +9%
HIC
1827
Hartline Investment Corp
Illinois
$584K -$144K -1,600 -20%
WCP
1828
Welch Capital Partners
New York
$584K
TCM
1829
Tradition Capital Management
New Jersey
$583K -$44.7K -497 -7%
MCP
1830
Mirador Capital Partners
California
$580K
PSF
1831
Pacific Sun Financial
California
$580K +$568K +6,314 New
IWC
1832
Integrated Wealth Concepts
Massachusetts
$580K +$569K +6,328 New
CISOA
1833
Capital Investment Services of America
Wisconsin
$579K
AA
1834
Apriem Advisors
California
$574K -$74.7K -831 -12%
PFM
1835
Peak Financial Management
Massachusetts
$573K +$2.25K +25 +0.4%
TDC
1836
Thompson Davis & Co
Virginia
$572K -$26K -289 -4%
BCA
1837
Bray Capital Advisors
Florida
$572K
PVH
1838
Psagot Value Holdings
Israel
$572K +$560K +6,222 New
SCP
1839
Sandhill Capital Partners
New York
$568K +$33.4K +371 +6%
GA
1840
Gateway Advisory
New Jersey
$567K +$215K +2,396 +63%
SCA
1841
STALEY CAPITAL ADVISERS
Pennsylvania
$566K
SAA
1842
Southeast Asset Advisors
Georgia
$565K -$27K -300 -5%
AFC
1843
AFT Forsyth & Company
Florida
$564K +$552K +6,143 New
CPA
1844
Capital Planning Advisors
California
$563K +$102K +1,130 +23%
RWML
1845
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$562K
HPWM
1846
Highland Private Wealth Management
Washington
$560K -$2.25K -25 -0.4%
KA
1847
KLCM Advisors
Wisconsin
$559K +$45.1K +501 +9%
VCM
1848
Versant Capital Management
Arizona
$559K +$125K +1,387 +29%
NVIM
1849
New Vernon Investment Management
Illinois
$558K
CWM
1850
Catamount Wealth Management
Connecticut
$557K +$187K +2,078 +52%

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.