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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
WP
2101
WealthShield Partners
North Carolina
$248K +$245K +2,726 New
TCB
2102
Texas Capital Bancshares
Texas
$247K -$9.44K -105 -4%
AIP
2103
ARS Investment Partners
New York
$246K -$39.8K -443 -14%
WCWM
2104
Wooster Corthell Wealth Management
Connecticut
$245K +$240K +2,664 New
SFWA
2105
Summit Financial Wealth Advisors
Louisiana
$241K -$361K -4,018 -60%
CG
2106
Cutler Group
California
$240K -$4.29M -47,729 -95%
LD
2107
Lipe & Dalton
New York
$240K
SIM
2108
Sterling Investment Management
Arizona
$240K +$90 +1 +0%
GAAM
2109
Guinness Atkinson Asset Management
California
$238K
LIM
2110
Loudon Investment Management
New Hampshire
$238K
WAS
2111
Winch Advisory Services
Wisconsin
$237K -$4.41K -49 -2%
KTA
2112
Keeley-Teton Advisors
Illinois
$237K +$90 +1 +0%
PFA
2113
Pathway Financial Advisors
Vermont
$236K +$231K +2,570 New
PWM
2114
Paulson Wealth Management
Illinois
$235K +$230K +2,554 New
FC
2115
Forte Capital
New York
$233K -$17.6K -196 -7%
AIA
2116
AIMZ Investment Advisors
California
$231K -$8.99K -100 -4%
ACM
2117
AUA Capital Management
Pennsylvania
$231K
CCM
2118
Consolidated Capital Management
California
$231K +$226K +2,511 New
Harris Associates
2119
Harris Associates
Illinois
$231K +$226K +2,515 New
NCM
2120
New Capital Management
Texas
$230K
ACM
2121
Ashford Capital Management
Delaware
$228K
FLII
2122
First Long Island Investors
New York
$228K
HCM
2123
Hilton Capital Management
New York
$228K
OBWP
2124
O'Brien Wealth Partners
Massachusetts
$226K +$90 +1 +0%
KA
2125
Kaizen Advisory
Illinois
$226K +$221K +2,456 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.