We are live on ! Find out more
PG icon

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
BLAM
2076
Bourne Lent Asset Management
New York
$266K
SCP
2077
Seizert Capital Partners
Michigan
$266K
TCM
2078
TD Capital Management
Tennessee
$265K
EIA
2079
Edgemoor Investment Advisors
Maryland
$265K +$265K +2,942 New
AIA
2080
Allegis Investment Advisors
Idaho
$263K -$1.37M -15,211 -84%
REMPR
2081
Roof Eidam Maycock Peralta (REMP)
California
$263K
PCM
2082
Princeton Capital Management
New Jersey
$263K +$258K +2,866 New
CCM
2083
Canal Capital Management
Virginia
$262K +$22.2K +247 +9%
LGC
2084
Laurel Grove Capital
California
$261K
VAM
2085
Verity Asset Management
North Carolina
$261K +$261K +2,907 New
QPWM
2086
Quadrant Private Wealth Management
Pennsylvania
$260K +$255K +2,835 New
SMFS
2087
Squar Milner Financial Services
California
$260K +$270K +2,997 New
JIP
2088
Jaffetilchin Investment Partners
Florida
$259K -$135K -1,503 -35%
CFD
2089
Creative Financial Designs
Indiana
$256K +$26.5K +295 +12%
BWFA
2090
Baltimore-Washington Financial Advisors
Maryland
$256K +$251K +2,794 New
CFA
2091
Cahill Financial Advisors
Minnesota
$255K -$29.7K -330 -11%
BFG
2092
Bouchey Financial Group
New York
$255K -$12.8K -142 -5%
SWM
2093
Sanctuary Wealth Management
Idaho
$253K +$248K +2,754 New
CAC
2094
Certified Advisory Corp
Florida
$251K +$246K +2,732 New
LWM
2095
Lyell Wealth Management
California
$250K -$22.6K -251 -8%
BIA
2096
Biondo Investment Advisors
Pennsylvania
$248K -$6.75K -75 -3%
SSI
2097
Scott & Selber Inc
Texas
$248K
YMRC
2098
Yorktown Management & Research Company
Virginia
$248K
CRWM
2099
Castle Rock Wealth Management
California
$248K +$243K +2,703 New
W
2100
WealthShield
North Carolina
$248K +$245K +2,726 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.