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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
SNBOSD
2151
Security National Bank of So Dak
Iowa
$210K
CWA
2152
Clarus Wealth Advisors
Arizona
$210K +$206K +2,286 New
CA
2153
Centerpoint Advisors
Massachusetts
$210K +$206K +2,291 New
TWMP
2154
Taylor Wealth Management Partners
Massachusetts
$209K -$29.2K -325 -13%
TC
2155
Trust Company
Kansas
$209K -$15.4K -171 -7%
WA
2156
Winfield Associates
Ohio
$209K -$3.06K -34 -1%
Financial Engines Advisors
2157
Financial Engines Advisors
California
$209K +$204K +2,271 New
KIM
2158
Karpus Investment Management
New York
$209K +$204K +2,273 New
TIM
2159
Total Investment Management
Arizona
$207K
SNBOSCI
2160
Security National Bank of Sioux City Iowa
Iowa
$206K
CWA
2161
Cypress Wealth Advisors
California
$206K +$1.08K +12 +0.5%
OKSA
2162
O'Keefe Stevens Advisory
New York
$205K
BC
2163
Banced Corp
Illinois
$205K +$1.35K +15 +0.7%
FPGK
2164
Financial Partners Group (Kansas)
Kansas
$203K +$198K +2,206 New
NF
2165
Nikulski Financial
Iowa
$203K +$199K +2,210 New
RWG
2166
Regal Wealth Group
California
$202K
TG
2167
TLP Group
Illinois
$202K +$175K +1,944 +762%
FWSM
2168
First Wilshire Securities Management
California
$202K +$198K +2,200 New
CAM
2169
Claret Asset Management
Quebec, Canada
$200K +$196K +2,177 New
ATFA
2170
All Terrain Financial Advisors
Minnesota
$195K +$190K +2,118 New
WAM
2171
Watermark Asset Management
California
$192K +$540 +6 +0.3%
RCWMU
2172
Rothschild & Co Wealth Management (UK)
United Kingdom
$190K -$88.3K -982 -32%
LA
2173
Legacy Advisors
Pennsylvania
$183K -$4.23K -47 -2%
AIS
2174
AlphaOne Investment Services
Pennsylvania
$175K +$4.32K +48 +3%
CC
2175
Claybrook Capital
Massachusetts
$171K +$168K +1,866 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.