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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$17B +$163M +1,816,181 +1%
BlackRock
2
BlackRock
New York
$14.7B +$71.3M +793,096 +0.5%
State Street
3
State Street
Massachusetts
$10.5B +$195M +2,171,263 +2%
Bank of America
4
Bank of America
North Carolina
$3.93B -$79.6M -884,764 -2%
TFM
5
Trian Fund Management
New York
$3.48B
Capital World Investors
6
Capital World Investors
California
$3.23B -$167M -1,854,892 -5%
Northern Trust
7
Northern Trust
Illinois
$3.16B -$39.6M -440,003 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.67B -$74.3M -825,704 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.49B +$79.3M +882,109 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.16B -$348M -3,864,446 -14%
Norges Bank
11
Norges Bank
Norway
$2.16B +$3.96M +44,051 +0.2%
Wells Fargo
12
Wells Fargo
California
$1.98B +$27.2M +302,488 +1%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$1.89B
Goldman Sachs
14
Goldman Sachs
New York
$1.47B -$31.7M -352,797 -2%
Morgan Stanley
15
Morgan Stanley
New York
$1.46B +$28.4M +315,688 +2%
YAM
16
Yacktman Asset Management
Texas
$1.39B -$21.1M -234,147 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.25B -$32.6M -362,477 -3%
Charles Schwab
18
Charles Schwab
California
$1.18B +$95.8M +1,064,665 +9%
Invesco
19
Invesco
Georgia
$1.18B +$27.1M +300,947 +2%
Capital Research Global Investors
20
Capital Research Global Investors
California
$1.14B -$67.9K -755 -0%
American Century Companies
21
American Century Companies
Missouri
$1.08B +$36.1M +401,855 +4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.07B -$46.3M -515,326 -4%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.02B +$108M +1,205,992 +12%
UBS Group
24
UBS Group
Switzerland
$1.02B +$109M +1,208,428 +12%
Swiss National Bank
25
Swiss National Bank
Switzerland
$952M +$1.82M +20,200 +0.2%

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.