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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
AC
2126
AFAM Capital
Texas
$225K
KA
2127
Klingman & Associates
New York
$224K -$5.4K -60 -2%
Edgewood Management
2128
Edgewood Management
Connecticut
$224K
DA
2129
DSC Advisors
Illinois
$224K +$16K +178 +8%
DM
2130
Diker Management
New York
$223K
GTAM
2131
Global Trust Asset Management
Florida
$223K +$218K +2,426 New
UC
2132
Unio Capital
New Jersey
$223K +$219K +2,430 New
BWL
2133
Bogart Wealth LLC
Virginia
$222K -$332K -3,694 -61%
TCM
2134
Traynor Capital Management
Pennsylvania
$222K -$16.7K -186 -7%
GCAC
2135
Guardian Capital Advisors (Canada)
Ontario, Canada
$221K -$19.8K -220 -8%
DWM
2136
Dakota Wealth Management
Florida
$220K
PCP
2137
Proficio Capital Partners
Massachusetts
$216K -$26.8K -298 -11%
CHA
2138
Cooper/Haims Advisors
New York
$216K +$212K +2,356 New
VIMU
2139
Veritas Investment Management (UK)
United Kingdom
$215K -$422K -4,690 -67%
SG
2140
Somerset Group
Minnesota
$215K -$81.8K -909 -28%
IWA
2141
IBEX Wealth Advisors
New Jersey
$215K -$54K -600 -20%
EVC
2142
Eidelman Virant Capital
Missouri
$215K
CVM
2143
Cheviot Value Management
California
$215K +$9.35K +104 +5%
NCM
2144
Novare Capital Management
North Carolina
$214K -$27.3K -303 -12%
VFP
2145
Verus Financial Partners
Virginia
$214K -$10.6K -118 -5%
GKWIM
2146
Gerber Kawasaki Wealth & Investment Management
California
$214K +$6.47K +72 +3%
AC
2147
Allstate Corporation
Illinois
$212K +$899 +10 +0.4%
I
2148
INVST
Indiana
$212K +$208K +2,311 New
CPA
2149
Cowen Prime Advisors
New York
$211K
ACM
2150
Academy Capital Management
Texas
$211K +$207K +2,299 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.