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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
Aristotle Capital Management
1951
Aristotle Capital Management
California
$413K +$32.4K +360 +9%
PI
1952
Parkside Investments
Illinois
$413K +$89.9K +1,000 +29%
HWA
1953
Heritage Wealth Advisors
Virginia
$410K +$8.99K +100 +2%
ACA
1954
Ackerman Capital Advisors
Texas
$410K +$405K +4,505 New
WAM
1955
Winslow Asset Management
Ohio
$407K -$20K -222 -5%
ICM
1956
IMS Capital Management
Oregon
$406K -$160K -1,784 -29%
CFP
1957
Cornerstone Financial Partners
North Carolina
$405K +$158K +1,761 +67%
SCA
1958
Sippican Capital Advisors
Massachusetts
$404K -$15.7K -175 -4%
DCM
1959
Driehaus Capital Management
Illinois
$404K
IWP
1960
Icon Wealth Partners
Texas
$404K +$395K +4,397 New
WPA
1961
West Paces Advisors
Georgia
$398K -$5.4K -60 -1%
TIA
1962
Tiemann Investment Advisors
California
$397K -$6.57K -73 -2%
AWP
1963
Ascent Wealth Partners
New York
$397K +$1.8K +20 +0.5%
GI
1964
Gradient Investments
Minnesota
$397K +$81.8K +909 +27%
FFW
1965
Fusion Family Wealth
New York
$395K +$386K +4,293 +107,325%
XS
1966
XML Securities
Maryland
$395K +$387K +4,298 New
PA
1967
Parkside Advisors
California
$394K -$20.9K -232 -5%
CHP
1968
Cable Hill Partners
Oregon
$394K -$11.4K -127 -3%
AW
1969
Alpha Windward
Massachusetts
$393K -$3.42K -38 -0.9%
AP
1970
Advisors Preferred
Maryland
$391K +$383K +4,259 New
DLHL
1971
Donald L. Hagan LLC
Florida
$390K
ACM
1972
Armbruster Capital Management
New York
$390K +$14.8K +165 +4%
RRC
1973
Relaxing Retirement Coach
Massachusetts
$388K +$380K +4,228 New
JFGLC
1974
Johnson Financial Group LLC (Colorado)
Colorado
$387K -$83.4K -927 -18%
CM
1975
Capital Management
Virginia
$387K

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.