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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
FGC
2176
Financial Gravity Companies
Texas
$171K +$178K +1,978 New
WA
2177
WealthTrust-Arizona
Arizona
$168K +$180 +2 +0.1%
BAMCO Inc
2178
BAMCO Inc
New York
$165K
RA
2179
Rational Advisors
New York
$165K
LF
2180
Lee Financial
Texas
$152K +$56.4K +627 +61%
EWM
2181
Edge Wealth Management
New York
$151K
LWA
2182
Lenox Wealth Advisors
New York
$149K +$85.2K +947 +141%
CLM
2183
ClearBridge LLC (Maryland)
Maryland
$147K +$6.38K +71 +5%
SHJ
2184
Sharkey, Howes & Javer
Colorado
$140K
CCMW
2185
Cypress Capital Management (Wyoming)
Wyoming
$138K -$31.5K -350 -19%
JIR
2186
James Investment Research
Ohio
$138K +$108K +1,200 +400%
KBFS
2187
Kohmann Bosshard Financial Services
Ohio
$136K +$9.89K +110 +8%
MPPLM
2188
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$136K +$133K +1,480 New
HL
2189
Harding Loevner
New Jersey
$125K
BCM
2190
Blume Capital Management
California
$122K -$13.5K -150 -10%
C
2191
Cerebellum
California
$122K +$119K +1,323 New
RPG
2192
Risk Paradigm Group
Texas
$117K
SIAS
2193
Shine Investment Advisory Services
Colorado
$113K
GWA
2194
Guidant Wealth Advisors
Illinois
$110K +$180 +2 +0.2%
APSP
2195
Asset Planning Services (Pennsylvania)
Pennsylvania
$110K +$450 +5 +0.4%
EARNEST Partners
2196
EARNEST Partners
Georgia
$110K +$108K +1,200 New
NPP
2197
New Potomac Partners
Maryland
$110K +$108K +1,200 New
SEIA
2198
Signature Estate & Investment Advisors
California
$103K +$101K +1,125 New
AWM
2199
AllSquare Wealth Management
New York
$100K
CFN
2200
Cordasco Financial Network
Florida
$99K

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.