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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$202M +$2.35M +28,631 +1%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$201M +$38.1M +464,322 +24%
Barclays
103
Barclays
United Kingdom
$198M -$16.3M -198,662 -8%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$192M -$13.8M -168,210 -7%
Stifel Financial
105
Stifel Financial
Missouri
$188M +$15.4M +187,144 +9%
JFL
106
Jarislowsky, Fraser Ltd
Quebec, Canada
$185M -$3.36M -40,918 -2%
JHIU
107
Janus Henderson Investors US
Colorado
$181M -$38.6M -470,091 -18%
EVM
108
Eaton Vance Management
Massachusetts
$180M -$28.2K -343 -0%
MAMU
109
Marathon Asset Management (UK)
United Kingdom
$174M +$3.2M +38,942 +2%
EIP
110
Epoch Investment Partners
New York
$170M +$6.46M +78,722 +4%
T
111
Thomaspartners
Massachusetts
$169M +$8.41M +102,497 +5%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$167M -$17.6M -214,965 -10%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$167M -$26.2M -318,821 -14%
GT
114
Glenmede Trust
Pennsylvania
$163M +$2.85M +34,725 +2%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$158M -$1.54M -18,719 -1%
H
116
Hexavest
Quebec, Canada
$157M -$10.8M -131,726 -7%
EAM
117
Eagle Asset Management
Florida
$155M +$2.95M +35,920 +2%
M&T Bank
118
M&T Bank
New York
$154M -$1.26M -15,332 -0.8%
Aviva
119
Aviva
United Kingdom
$153M +$13.4M +163,268 +10%
GIA
120
Gateway Investment Advisers
Ohio
$152M +$16.2M +197,852 +12%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$152M +$1.65M +20,066 +1%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$151M -$13.4M -163,779 -8%
KeyBank National Association
123
KeyBank National Association
Ohio
$150M -$2.38M -29,002 -2%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$148M -$6.04M -73,558 -4%
Jennison Associates
125
Jennison Associates
New York
$148M +$6.96M +84,790 +5%

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.