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Procter & Gamble

2,004 hedge funds and large institutions have $129B invested in Procter & Gamble in 2016 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 865 increasing their positions, 803 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 54

24% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.49B

10% more funds holding in top 10

Funds holding in top 10: 307337 (+30)

2% more funds holding

Funds holding: 1,9562,004 (+48)

8% more repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 803

0.61% more ownership

Funds ownership: 60.17%60.78% (+0.61%)

1% less capital invested

Capital invested by funds: $130B → $129B (-$964M)

Holders
2,004
Holders Change
+48
Holders Change %
+2.45%
% of All Funds
53.38%
Holding in Top 10
337
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.77%
% of All Funds
8.98%
New
121
Increased
865
Reduced
803
Closed
54
Calls
$1.85B
Puts
$1.49B
Net Calls
+$362M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
SSM
126
Sound Shore Management
Connecticut
$140M -$17.6M -218,662 -11%
IGIM
127
I.G. Investment Management
Manitoba, Canada
$139M -$187M -2,322,631 -58%
SB
128
Suntrust Banks
Georgia
$139M +$3.91M +48,502 +3%
Axa
129
Axa
France
$137M +$4.44M +55,121 +3%
AAM
130
Aberdeen Asset Management
United Kingdom
$137M -$9.14M -113,483 -6%
Jennison Associates
131
Jennison Associates
New York
$136M +$134M +1,657,581 New
JMPWA
132
JP Morgan Private Wealth Advisors
California
$136M +$13.3M +165,261 +11%
Aviva
133
Aviva
United Kingdom
$136M +$1.82M +22,615 +1%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$135M +$9.78M +121,407 +8%
CCI
135
Columbus Circle Investors
$134M +$131M +1,625,345 New
AT
136
AMF Tjänstepension
Sweden
$131M +$6.9M +85,680 +6%
GIA
137
Gateway Investment Advisers
Ohio
$131M -$1.58M -19,622 -1%
FMI
138
Factory Mutual Insurance
Massachusetts
$124M
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$124M -$155M -1,919,195 -56%
AG
140
Aperio Group
California
$122M +$12.9M +160,072 +12%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$122M -$3.69M -45,856 -3%
JHC
142
JFB Holdings Corp
Georgia
$121M -$2.46M -30,581 -2%
GC
143
Guggenheim Capital
Illinois
$121M +$8.54M +105,938 +8%
NIPH
144
NN Investment Partners Holdings
Netherlands
$120M +$117M +1,454,370 New
Lord, Abbett & Co
145
Lord, Abbett & Co
New Jersey
$119M -$23.5M -291,439 -17%
FPP
146
Findlay Park Partners
United Kingdom
$118M +$3.17M +39,378 +3%
MHI
147
Miller Howard Investments
New York
$117M -$4.11M -50,972 -3%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$115M -$5.16M -64,095 -4%
Ninety One (UK)
149
Ninety One (UK)
United Kingdom
$114M +$42.6M +528,720 +62%
NFA
150
Nationwide Fund Advisors
Ohio
$113M -$3.54M -43,928 -3%

PG Hedge Fund Activity: Q1 2016 in Review

2,004 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2016, worth a combined $129B — down 0.74% from $130B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new PG positions and 54 closed out — a net gain of 67 holders — while 865 added to existing stakes and 803 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $4.32B. The largest seller was Berkshire Hathaway, cutting an estimated $4.23B.

  • 2,004 institutional investors held Procter & Gamble (PG) as of Q1 2016, up from 1,956 in Q4 2015.
  • Funds reported $129B of Procter & Gamble stock for Q1 2016, down 0.74% quarter-over-quarter.
  • 121 funds opened new Procter & Gamble positions in Q1 2016 and 54 closed out, a net change of +67 holders.
  • The largest Procter & Gamble buyer in Q1 2016 was Royal London Asset Management, an estimated $4.32B added.
  • The largest Procter & Gamble seller in Q1 2016 was Berkshire Hathaway, an estimated $4.23B sold.

Based on aggregated 13F filings for Q1 2016.