We are live on ! Find out more
PG icon

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
NQWM
1876
Northwest Quadrant Wealth Management
Oregon
$517K -$6.03K -67 -1%
AIS
1877
American Investment Services
Massachusetts
$517K +$989 +11 +0.2%
BL
1878
BCWM LLC
Kansas
$517K +$37.4K +416 +8%
ACG
1879
Allen Capital Group
Nebraska
$516K +$505K +5,613 New
VIM
1880
Vista Investment Management
Pennsylvania
$515K +$504K +5,607 New
MWM
1881
Merriman Wealth Management
Washington
$514K +$53.8K +598 +12%
MCM
1882
McRae Capital Management
New Jersey
$513K
WCM
1883
Weatherstone Capital Management
Colorado
$513K +$58.5K +651 +13%
HJA
1884
Hugh Johnson Advisors
New York
$512K +$719 +8 +0.1%
FRA
1885
Front Row Advisors
California
$509K +$499K +5,545 New
EDRIA
1886
Edmonds Duncan Registered Investment Advisors
Kansas
$507K
STB
1887
S&T Bank
Pennsylvania
$505K -$4.05K -45 -0.8%
WP
1888
WealthSource Partners
California
$502K -$69.2K -770 -12%
WLIM
1889
White Lighthouse Investment Management
Massachusetts
$502K +$491K +5,459 New
FAM
1890
Fenimore Asset Management
New York
$501K -$21K -234 -4%
RIS
1891
Retirement Income Solutions
Michigan
$497K +$486K +5,407 New
BCA
1892
Berman Capital Advisors
Georgia
$497K +$487K +5,414 New
Jacobs Levy Equity Management
1893
Jacobs Levy Equity Management
New Jersey
$495K +$133K +1,480 +38%
FGP
1894
Foyston, Gordon, & Payne
Ontario, Canada
$494K
HR
1895
Howe & Rusling
New York
$491K -$23.7K -263 -5%
NP
1896
NorthRock Partners
Minnesota
$490K +$11K +122 +2%
OFW
1897
Omnia Family Wealth
Florida
$489K +$52.9K +588 +12%
CWM
1898
Confluence Wealth Management
Oregon
$487K -$14.6K -162 -3%
NL
1899
NVWM LLC
Pennsylvania
$487K +$477K +5,304 New
BCM
1900
Baltimore Capital Management
Maryland
$481K -$17.3K -192 -4%

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.