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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
CFIA
2051
Cantor Fitzgerald Investment Advisors
New York
$295K +$45K +500 +18%
CP
2052
Corbenic Partners
Pennsylvania
$294K -$19.3K -215 -6%
AF
2053
Affiance Financial
Minnesota
$293K -$54.3K -604 -16%
JAM
2054
Jolley Asset Management
North Carolina
$293K
RHJA
2055
Rice Hall James & Associates
California
$293K
ACP
2056
Arcus Capital Partners
Georgia
$293K +$287K +3,187 New
RT
2057
Reliance Trust
Georgia
$292K -$18.3K -204 -6%
PAA
2058
Peregrine Asset Advisers
Oregon
$291K
WCM
2059
Wedge Capital Management
North Carolina
$289K +$8.72K +97 +3%
SDJVC
2060
St. Denis J. Villere & Co
Louisiana
$287K
TA
2061
Trellis Advisors
Washington
$287K +$280K +3,115 New
MC
2062
Mathes Company
New York
$285K -$80.9K -900 -23%
SCP
2063
Silverleafe Capital Partners
Tennessee
$283K +$277K +3,085 New
BJ
2064
Brouwer & Janachowski
California
$282K
CPH
2065
C Partners Holding
Switzerland
$279K +$273K +3,040 New
RIG
2066
Renaissance Investment Group
Massachusetts
$278K -$42.6K -474 -14%
GKIM
2067
GW&K Investment Management
Massachusetts
$278K -$9.62K -107 -3%
KFA
2068
Kays Financial Advisory
Georgia
$277K +$59K +656 +28%
IG
2069
Ithaka Group
Virginia
$276K
HM
2070
Harvest Management
New York
$276K +$270K +3,000 New
MCM
2071
Mitchell Capital Management
Kansas
$274K +$268K +2,977 New
LFG
2072
Larson Financial Group
Missouri
$272K +$267K +2,964 New
SAMC
2073
Spectrum Asset Management (California)
California
$270K +$1.62K +18 +0.6%
JSL
2074
JT Stratford LLC
Georgia
$267K -$89.9K -1,000 -26%
NEPPG
2075
New England Professional Planning Group
Rhode Island
$267K +$263K +2,925 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.