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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
FIM
2001
Fernwood Investment Management
Massachusetts
$355K +$150K +1,664 +76%
RHBC
2002
R.H. Bluestein & Co
Michigan
$354K -$18.9K -210 -5%
MFS
2003
McNamara Financial Services
Massachusetts
$352K -$19.1K -212 -5%
DR
2004
Davis Rea
Ontario, Canada
$351K
CM
2005
Castleark Management
Illinois
$349K
FAM
2006
Flaharty Asset Management
Florida
$345K -$77K -856 -19%
BA
2007
Bristlecone Advisors
Washington
$344K +$4.32K +48 +1%
HS
2008
Huntington Steele
Pennsylvania
$343K
NFG
2009
Nadler Financial Group
Illinois
$343K +$90 +1 +0%
CIA
2010
Cascade Investment Advisors
Oregon
$342K +$28.1K +313 +9%
HBWM
2011
Hollow Brook Wealth Management
New York
$341K -$16K -178 -5%
BGC
2012
Blue Granite Capital
South Carolina
$340K -$1.17M -13,043 -78%
PHAM
2013
Palisades Hudson Asset Management
Florida
$338K -$52.6K -585 -14%
EGM
2014
Engineers Gate Manager
New York
$338K +$331K +3,676 New
RPGK
2015
Retirement Planning Group (Kansas)
Kansas
$337K
DOA
2016
D'Orazio & Associates
Virginia
$337K +$450 +5 +0.1%
AAM
2017
American Asset Management
Florida
$336K
KM
2018
Kalos Management
Georgia
$334K +$346K +3,842 New
MLFP
2019
MPS Loria Financial Planners
Illinois
$333K +$10.2K +113 +3%
HFA
2020
Huber Financial Advisors
Illinois
$332K +$325K +3,618 New
RWMH
2021
Riverpoint Wealth Management Holdings
Illinois
$331K -$26.1K -290 -7%
PCMI
2022
Paradigm Capital Management Inc
New York
$331K
NIM
2023
NuWave Investment Management
New Jersey
$326K +$319K +3,552 New
DDC
2024
Daniel Devine & Co
Florida
$325K -$8.36K -93 -3%
GC
2025
Gilbert & Cook
Iowa
$324K +$1.17K +13 +0.4%

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.