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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
SP
2201
SWS Partners
Ohio
$91K +$89.5K +995 New
SPI
2202
Santori & Peters Inc
Pennsylvania
$86K +$97.8K +1,088 New
ACM
2203
Aviance Capital Management
Florida
$84K -$1.81M -20,136 -96%
CIR
2204
Clear Investment Research
Georgia
$82K
SM
2205
SG3 Management
Puerto Rico
$74K -$27K -300 -27%
BCM
2206
Brasada Capital Management
Texas
$74K +$71.9K +800 New
SFG
2207
Sage Financial Group
Pennsylvania
$70K
OFS
2208
Orrstown Financial Services
Pennsylvania
$70K +$19.6K +218 +40%
PS
2209
Portfolio Strategies
New York
$67K +$65.1K +724 New
HWM
2210
Holloway Wealth Management
Florida
$62K
PR
2211
Payden & Rygel
California
$62K
HCM
2212
Horrell Capital Management
Arkansas
$61K
LYV
2213
Live Your Vision
Pennsylvania
$61K
HWP
2214
Hefty Wealth Partners
Indiana
$59K
PW
2215
Price Wealth
Texas
$57K +$56.1K +624 New
WAS
2216
WESPAC Advisors SoCal
California
$56K +$1.8K +20 +3%
CFG
2217
CKW Financial Group
Hawaii
$55K
KAS
2218
Kemnay Advisory Services
New York
$55K
MCM
2219
Mainstay Capital Management
Michigan
$55K +$53.5K +595 New
LIM
2220
Lagoda Investment Management
New York
$54K -$8.99K -100 -14%
Barrow, Hanley, Mewhinney & Strauss
2221
Barrow, Hanley, Mewhinney & Strauss
Texas
$47K -$22.3K -248 -33%
HMS
2222
Hanseatic Management Services
New Mexico
$47K +$4.41K +49 +11%
SQA
2223
Simon Quick Advisors
New Jersey
$44K -$201K -2,233 -81%
RCC
2224
Red Cedar Capital
Nebraska
$44K +$42.8K +476 New
RFWA
2225
RPg Family Wealth Advisory
Massachusetts
$40.1K -$29.8K -331 -43%

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.