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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
ECM
1901
EagleClaw Capital Management
Massachusetts
$480K
OIA
1902
OneDigital Investment Advisors
Kansas
$477K +$162K +1,803 +53%
APG
1903
Abacus Planning Group
South Carolina
$475K +$465K +5,174 New
CCM
1904
Carlson Capital Management
Minnesota
$474K +$630 +7 +0.1%
PCIA
1905
Prime Capital Investment Advisors
Kansas
$473K +$463K +5,150 New
OIM
1906
Orca Investment Management
Oregon
$471K
CG
1907
Corundum Group
Colorado
$471K +$360 +4 +0.1%
MFG
1908
Merit Financial Group
Georgia
$471K +$462K +5,133 New
FIM
1909
Frontier Investment Management
Texas
$470K -$2.16K -24 -0.5%
ACM
1910
AlphaStar Capital Management
North Carolina
$469K +$459K +5,106 New
SCG
1911
Sonata Capital Group
Washington
$468K -$22.5K -250 -5%
KL
1912
KWMG LLC
Kansas
$466K -$12.5K -139 -3%
WBG
1913
Wharton Business Group
Pennsylvania
$464K -$27.9K -310 -6%
BCM
1914
Breiter Capital Management
Florida
$464K +$455K +5,055 New
BBA
1915
Braun-Bostich & Associates
Pennsylvania
$461K +$451K +5,015 New
JGUA
1916
John G. Ullman & Associates
New York
$460K +$451K +5,010 New
AFM
1917
Andesa Financial Management
Pennsylvania
$457K +$446K +4,961 New
DPA
1918
Delphi Private Advisors
California
$452K -$250K -2,783 -36%
MOS
1919
MGO One Seven
Ohio
$452K +$442K +4,916 New
PGWM
1920
Parisi Gray Wealth Management
New Jersey
$452K +$449K +4,991 New
CRIG
1921
Charter Research & Investment Group
Connecticut
$450K +$440K +4,893 New
AL
1922
Aspiriant LLC
California
$448K -$6.11M -67,938 -93%
HK
1923
Horizon Kinetics
New York
$448K
MIFH
1924
Migdal Insurance & Financial Holdings
Israel
$448K +$20.6K +229 +5%
RAM
1925
Redmond Asset Management
Virginia
$447K +$26.8K +298 +7%

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.