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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
BCI
2251
Brinker Capital Investments
Pennsylvania
$12K -$21.5K -239 -64%
WCM
2252
Wealthcare Capital Management
Virginia
$12K -$17K -189 -59%
AWM
2253
Avondale Wealth Management
Texas
$12K +$11.4K +127 New
OAJ
2254
Ogorek Anthony Joseph
New York
$11K +$11.7K +130 New
TCM
2255
Tanaka Capital Management
New York
$10K
VDFA
2256
Vickerman & Driscoll Financial Advisors
Washington
$10K +$9.44K +105 New
DG
2257
Delek Group
Israel
$10K +$9.89K +110 New
BC
2258
Barnett & Company
Tennessee
$9K
FCA
2259
Florence Capital Advisors
New York
$9K
SC
2260
Slow Capital
California
$9K +$8.72K +97 New
TJHA
2261
Thomas J. Herzfeld Advisors
Florida
$8K -$64K -712 -90%
HIM
2262
Hillsdale Investment Management
Ontario, Canada
$7K
IAS
2263
INR Advisory Services
Pennsylvania
$6K
ST
2264
Sageworth Trust
Pennsylvania
$5K +$5.13K +57 New
CMO
2265
Covenant Multifamily Offices
Texas
$4K +$3.96K +44 New
CCT
2266
Capital City Trust
Florida
$3.68K -$62.6K -696 -2%
MIM
2267
Macroview Investment Management
Maryland
$3K
Walleye Trading
2268
Walleye Trading
New York
$2.53K +$1.67M +18,594 +208%
Kovitz Investment Group Partners
2269
Kovitz Investment Group Partners
Illinois
$2.44K -$41.1K -457 -2%
FMA
2270
FNY Managed Accounts
New York
$2K -$7.82K -87 -75%
PCG
2271
Private Capital Group
Connecticut
$1.74K +$1.7M +18,950 New
DAM
2272
Diamant Asset Management
Connecticut
$1.58K +$1.54M +17,165 New
BHB
2273
Bank Hapoalim BM
Israel
$1.19K -$17.6K -196 -1%
AMCA
2274
Arthur M. Cohen & Associates
Illinois
$378 +$371K +4,125 New
LGWM
2275
Litman Gregory Wealth Management
California
$175

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.