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Procter & Gamble

1,998 hedge funds and large institutions have $136B invested in Procter & Gamble in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 820 increasing their positions, 861 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 67

15% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.78B

5% more capital invested

Capital invested by funds: $129B → $136B (+$6.6B)

0% more funds holding in top 10

Funds holding in top 10: 337337 (0)

0% less funds holding

Funds holding: 2,0031,998 (-5)

0.65% less ownership

Funds ownership: 60.78%60.12% (-0.65%)

5% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 861

Holders
1,998
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
53.31%
Holding in Top 10
337
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
8.99%
New
82
Increased
820
Reduced
861
Closed
67
Calls
$2.04B
Puts
$1.78B
Net Calls
+$265M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.02B -$175M -2,128,911 -15%
Capital Research Global Investors
27
Capital Research Global Investors
California
$978M -$21.4M -261,099 -2%
Federated Hermes
28
Federated Hermes
Pennsylvania
$891M +$82.9M +1,010,450 +11%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$885M +$2.34M +28,535 +0.3%
Charles Schwab
30
Charles Schwab
California
$884M +$58.4M +711,121 +7%
Lazard Asset Management
31
Lazard Asset Management
New York
$853M +$62M +754,919 +8%
CRC
32
Cedar Rock Capital
United Kingdom
$828M +$40.2M +489,662 +5%
American Century Companies
33
American Century Companies
Missouri
$826M +$49.4M +602,227 +7%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$821M +$201M +2,454,215 +34%
Swiss National Bank
35
Swiss National Bank
Switzerland
$718M +$41.6M +506,300 +6%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$698M +$3.25M +39,541 +0.5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$694M +$9.27M +112,910 +1%
Fisher Asset Management
38
Fisher Asset Management
Washington
$694M +$7.52M +91,671 +1%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$678M +$17.6M +214,424 +3%
UBS Group
40
UBS Group
Switzerland
$677M -$2.48M -30,208 -0.4%
UBS AM
41
UBS AM
Illinois
$657M +$12.3M +149,849 +2%
BA
42
BlackRock Advisors
Delaware
$650M -$181M -2,203,613 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$639M +$22.8M +277,671 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$637M +$18.7M +227,325 +3%
Prudential Financial
45
Prudential Financial
New Jersey
$631M +$64.8M +789,231 +12%
Ameriprise
46
Ameriprise
Minnesota
$627M -$96.7M -1,178,005 -14%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$586M -$33.6M -408,800 -6%
Franklin Resources
48
Franklin Resources
California
$574M -$19.7M -239,455 -3%
BIM
49
BlackRock Investment Management
Delaware
$557M -$63.8M -777,712 -11%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$545M -$928K -11,302 -0.2%

PG Hedge Fund Activity: Q2 2016 in Review

1,998 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2016, worth a combined $136B — up 5.1% from $129B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PG positions and 67 closed out — a net gain of 15 holders — while 820 added to existing stakes and 861 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $330M. The largest seller was Royal London Asset Management, cutting an estimated $4.41B.

  • 1,998 institutional investors held Procter & Gamble (PG) as of Q2 2016, down from 2,003 in Q1 2016.
  • Funds reported $136B of Procter & Gamble stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 82 funds opened new Procter & Gamble positions in Q2 2016 and 67 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2016 was T. Rowe Price Associates, an estimated $330M added.
  • The largest Procter & Gamble seller in Q2 2016 was Royal London Asset Management, an estimated $4.41B sold.

Based on aggregated 13F filings for Q2 2016.