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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
GIA
1851
Granite Investment Advisors
New Hampshire
$556K -$85.1K -946 -14%
POIA
1852
Pin Oak Investment Advisors
Texas
$554K +$542K +6,028 New
LCM
1853
Lee Capital Management
New York
$551K -$1.08M -12,000 -67%
SSP
1854
Sapphire Star Partners
Washington
$551K -$351K -3,900 -39%
WA
1855
WESPAC Advisors
California
$551K -$8.99K -100 -2%
KSA
1856
Ken Stern & Associates
California
$551K -$8.72K -97 -2%
FNBSF
1857
First National Bank Sioux Falls
South Dakota
$551K
EBSAM
1858
Eubel Brady & Suttman Asset Management
Ohio
$551K +$180 +2 +0%
ODG
1859
O'Dell Group
Ohio
$551K +$64.6K +718 +14%
HIIFS
1860
Harel Insurance Investments & Financial Services
Israel
$549K +$214K +2,385 +66%
FA
1861
FMA Advisory
Pennsylvania
$547K -$38K -423 -7%
GRP
1862
Global Retirement Partners
California
$546K +$58.3K +648 +12%
WCF
1863
West Coast Financial
California
$543K -$272K -3,028 -34%
MGAM
1864
McGowan Group Asset Management
Texas
$543K +$5.31K +59 +1%
PCM
1865
Perritt Capital Management
Illinois
$537K
MCM
1866
Monument Capital Management
Virginia
$536K +$526K +5,844 New
SSW
1867
Smith Shellnut Wilson
Mississippi
$535K +$12.1K +135 +2%
RA
1868
RFG Advisory
Alabama
$535K +$116K +1,293 +28%
WWMSC
1869
Wagner Wealth Management (South Carolina)
South Carolina
$533K +$522K +5,807 New
BIA
1870
Bigelow Investment Advisors
Maine
$531K +$520K +5,779 New
SIG
1871
Schaller Investment Group
North Carolina
$530K
LC
1872
Landaas & Company
Wisconsin
$529K
SMH
1873
Sanders Morris Harris
Texas
$526K -$22.9K -255 -4%
WC
1874
Weil Company
California
$522K +$511K +5,682 New
PCM
1875
Prelude Capital Management
New York
$521K +$10.6K +118 +2%

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.