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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
SCM
1926
Stordahl Capital Management
Colorado
$445K +$436K +4,846 New
AAM
1927
Aureus Asset Management
Massachusetts
$443K
PWSG
1928
Pacific Wealth Strategies Group
California
$441K
XSC
1929
X-Square Capital
Puerto Rico
$441K +$432K +4,807 New
BWP
1930
Baldwin Wealth Partners
Massachusetts
$439K -$34.9K -388 -8%
SGK
1931
Steigerwald Gordon & Koch
Virginia
$438K -$34.2K -380 -7%
BBWA
1932
Bell & Brown Wealth Advisors
California
$438K +$429K +4,771 New
AIM
1933
Arcadia Investment Management
Michigan
$432K -$552K -6,140 -57%
SOAMC
1934
Spirit of America Management Corp
New York
$432K
EWF
1935
Epstein & White Financial
California
$432K +$447K +4,967 New
MPM
1936
Meritage Portfolio Management
Kansas
$431K -$19.1K -212 -4%
DDPIC
1937
Deroy & Devereaux Private Investment Counsel
Michigan
$431K
FIAS
1938
FinTrust Investment Advisory Services
South Carolina
$427K +$16.4K +182 +4%
BFPW
1939
BOK Financial Private Wealth
Colorado
$422K -$45K -500 -10%
Group One Trading
1940
Group One Trading
Illinois
$422K +$413K +4,593 New
MAA
1941
Mraz Amerine & Associates
California
$421K +$55.8K +620 +16%
GAMC
1942
Garner Asset Management Corp
Texas
$420K -$1.44K -16 -0.3%
MIC
1943
Meridian Investment Counsel
California
$418K -$7.38K -82 -2%
TFF
1944
The Family Firm
Maryland
$417K -$8.36K -93 -2%
HFA
1945
High Falls Advisors
New York
$417K +$90 +1 +0%
CAM
1946
ClariVest Asset Management
California
$416K +$34.6K +385 +9%
SSWM
1947
Sheets Smith Wealth Management
North Carolina
$415K +$17K +189 +4%
Credit Agricole
1948
Credit Agricole
France
$414K -$237M -2,635,834 -100%
WA
1949
Wealth Architects
California
$414K +$7.91K +88 +2%
AAP
1950
Arax Advisory Partners
Colorado
$413K -$2.43K -27 -0.6%

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.