We are live on ! Find out more
PG icon

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
PFO
2226
Pathstone Family Office
New Jersey
$39K
WWM
2227
Willingdon Wealth Management
North Carolina
$37K +$21.8K +242 +151%
MUS
2228
Mitsubishi UFJ Securities
Japan
$36K -$35.1K -390 -50%
MIC
2229
MU Investments Company
Japan
$35K -$18K -200 -34%
VIM
2230
Veritas Investment Management
United Kingdom
$35K
RCG
2231
Ruggie Capital Group
Florida
$34K +$9.35K +104 +40%
IF
2232
Ironwood Financial
Arizona
$33K +$180 +2 +0.6%
AIA
2233
Arcadia Investment Advisors
Idaho
$32.8K +$32.1K +357 New
AWMS
2234
Advocacy Wealth Management Services
Georgia
$32K
DSI
2235
Daiwa SB Investments
Japan
$32K
AS
2236
Altshuler Shaham
Israel
$28K +$50.3K +559 New
CAL
2237
Capital Advisors Ltd
Ohio
$27K
CWM
2238
Cranbrook Wealth Management
Michigan
$25K
CA
2239
Crewe Advisors
Utah
$25K +$24.1K +268 New
GF
2240
Goodman Financial
Texas
$25K +$24.4K +271 New
CJA
2241
C-J Advisory
California
$16K -$12.1K -135 -44%
FFG
2242
Ford Financial Group
California
$16K +$16K +178 New
ICOM
2243
Investment Counselors of Maryland
Maryland
$15K -$21.1K -235 -59%
CFA
2244
Camarda Financial Advisors
Florida
$15K -$9.71K -108 -39%
RBC
2245
Roble Belko & Company
Pennsylvania
$15K
CTA
2246
Carillon Tower Advisers
Florida
$14.5K +$14.2M +158,140 New
FA
2247
Fortis Advisors
Pennsylvania
$14K
LWA
2248
Lowe Wealth Advisors
Maryland
$14K
OPWM
2249
Oak Point Wealth Management
Michigan
$14K +$13.8K +153 New
MFT
2250
Moisand Fitzgerald Tamayo
Florida
$13K -$1.71K -19 -12%

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.