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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
ACM
1976
Alethea Capital Management
Washington
$386K +$108K +1,200 +40%
IP
1977
Intellectus Partners
California
$385K -$75.9K -844 -17%
ACM
1978
Adalta Capital Management
New York
$383K
AWA
1979
Acorn Wealth Advisors
Michigan
$383K +$376K +4,177 New
ICA
1980
Infrastructure Capital Advisors
New York
$379K
HCP
1981
Holt Capital Partners
Texas
$377K
SLT
1982
St Louis Trust
Missouri
$377K +$369K +4,104 New
RS
1983
Robeco Schweiz
Switzerland
$376K +$46K +512 +14%
TIM
1984
Tortoise Investment Management
New York
$373K -$19.2K -214 -5%
WP
1985
WealthPLAN Partners
Nebraska
$369K -$160K -1,778 -31%
GCMG
1986
Gyroscope Capital Management Group
Florida
$369K +$21K +233 +6%
CCM
1987
CrestPoint Capital Management
Missouri
$368K -$225K -2,500 -38%
RVPG
1988
Relative Value Partners Group
$368K
CG
1989
CFO4Life Group
Texas
$365K +$26.4K +294 +8%
CCA
1990
Conestoga Capital Advisors
Pennsylvania
$362K
HA
1991
Hays Advisory
Tennessee
$362K +$70.1K +779 +25%
PCM
1992
Penserra Capital Management
California
$358K -$162K -1,797 -32%
CFA
1993
Capstone Financial Advisors
Illinois
$358K -$4.95K -55 -1%
CC
1994
Capital Counsel
New York
$358K -$2.25K -25 -0.6%
PIM
1995
Profit Investment Management
Maryland
$358K
CPC
1996
Congress Park Capital
New York
$358K +$350K +3,892 New
RI
1997
Ridgewood Investments
New Jersey
$357K +$25.9K +288 +8%
SA
1998
SRH Advisors
Kansas
$356K +$45K +500 +15%
DCM
1999
Delpha Capital Management
New York
$356K +$349K +3,876 New
WIM
2000
Westside Investment Management
California
$356K

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.