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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
FPCP
2026
Fort Point Capital Partners
California
$323K -$16.3K -181 -5%
FC
2027
FCA Corp
Texas
$322K
PWM
2028
Perigon Wealth Management
California
$322K +$18.2K +202 +6%
SCM
2029
Shapiro Capital Management
Georgia
$319K +$360 +4 +0.1%
PCFFS
2030
Pacific Center for Financial Services
California
$318K
BFIC
2031
Bedell Frazier Investment Counselling
California
$317K +$51.2K +569 +20%
RAM
2032
Riggs Asset Management
Pennsylvania
$316K +$10.3K +115 +3%
YP
2033
Yellowstone Partners
Idaho
$316K +$16.5K +184 +6%
HCM
2034
Harvest Capital Management
New Hampshire
$313K -$56.2K -625 -15%
IF
2035
IRON Financial
Illinois
$313K +$3.96K +44 +1%
FSCM
2036
Front Street Capital Management
Montana
$312K
MWM
2037
Mascoma Wealth Management
New Hampshire
$312K +$9.08K +101 +3%
BIM
2038
Baldwin Investment Management
Pennsylvania
$311K
CC
2039
Cedar Capital
Illinois
$310K -$30.8K -343 -9%
DSN
2040
D. Scott Neal
Kentucky
$309K -$90 -1 -0%
CF
2041
Corrigan Financial
Rhode Island
$308K -$17.9K -199 -6%
CAM
2042
Covenant Asset Management
New Jersey
$308K
HCM
2043
Harvey Capital Management
Florida
$305K +$11.2K +125 +4%
PCA
2044
Providence Capital Advisors
North Carolina
$305K +$299K +3,324 New
SWA
2045
SFMG Wealth Advisors
Texas
$303K +$19.5K +217 +7%
AAS
2046
Annex Advisory Services
Wisconsin
$303K +$69.4K +772 +31%
PFGIA
2047
Patriot Financial Group Insurance Agency
Massachusetts
$300K -$13.1K -146 -4%
CCM
2048
Colorado Capital Management
Colorado
$299K +$38.9K +432 +15%
PWPS
2049
Pinnacle Wealth Planning Services
Ohio
$296K +$289K +3,214 New
PGA
2050
Premia Global Advisors
Florida
$296K +$291K +3,241 New

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.