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Procter & Gamble

2,000 hedge funds and large institutions have $165B invested in Procter & Gamble in 2016 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 752 increasing their positions, 927 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

22% more capital invested

Capital invested by funds: $136B → $165B (+$29.7B)

18% more funds holding in top 10

Funds holding in top 10: 337396 (+59)

9.45% more ownership

Funds ownership: 60.12%69.57% (+9.4%)

5% more call options, than puts

Call options by funds: $20.5B | Put options by funds: $19.5B

0% more funds holding

Funds holding: 1,9982,000 (+2)

19% less repeat investments, than reductions

Existing positions increased: 752 | Existing positions reduced: 927

Holders
2,000
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
53.35%
Holding in Top 10
396
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.51%
% of All Funds
10.56%
New
98
Increased
752
Reduced
927
Closed
74
Calls
$20.5B
Puts
$19.5B
Net Calls
+$1.02B
Net Calls Change
+$752M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
151
Axa
France
$145M -$4.49M -51,735 -3%
National Pension Service
152
National Pension Service
South Korea
$141M +$11.1M +127,496 +9%
AAM
153
Aberdeen Asset Management
United Kingdom
$141M -$7.88M -90,700 -5%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$137M -$239K -2,751 -0.2%
First Trust Advisors
155
First Trust Advisors
Illinois
$136M +$326K +3,749 +0.2%
Ninety One (UK)
156
Ninety One (UK)
United Kingdom
$133M +$8.42M +96,920 +7%
FMI
157
Factory Mutual Insurance
Massachusetts
$132M
Lord, Abbett & Co
158
Lord, Abbett & Co
New Jersey
$131M +$2.08M +24,000 +2%
GIA
159
Gateway Investment Advisers
Ohio
$130M -$29.9M -344,793 -19%
VFA
160
Virtus Fund Advisers
Connecticut
$130M -$3.76M -43,300 -3%
BCIM
161
British Columbia Investment Management
British Columbia, Canada
$130M -$18.6M -214,030 -13%
FPP
162
Findlay Park Partners
United Kingdom
$128M
IGIM
163
I.G. Investment Management
Manitoba, Canada
$128M -$566K -6,514 -0.5%
NFA
164
Nationwide Fund Advisors
Ohio
$125M -$124K -1,431 -0.1%
CI Investments Inc
165
CI Investments Inc
Ontario, Canada
$125M -$26.8M -309,150 -18%
GC
166
Guggenheim Capital
Illinois
$125M -$11.7M -134,618 -9%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$124M -$548K -6,313 -0.5%
CCI
168
Columbus Circle Investors
$123M +$21.7M +249,699 +22%
Mawer Investment Management
169
Mawer Investment Management
Alberta, Canada
$120M +$7.77M +89,431 +7%
JHC
170
JFB Holdings Corp
Georgia
$119M -$6.14M -70,669 -5%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$117M -$37.8M -435,399 -25%
MHI
172
Miller Howard Investments
New York
$117M -$3.96M -45,617 -3%
CAM
173
CMT Asset Management
Illinois
$116M +$112M +1,293,880 New
CB
174
Commerce Bank
Missouri
$113M -$911K -10,486 -0.8%
O
175
OppenheimerFunds
New York
$113M -$306K -3,525 -0.3%

PG Hedge Fund Activity: Q3 2016 in Review

2,000 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2016, worth a combined $165B — up 22% from $136B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PG positions and 74 closed out — a net gain of 24 holders — while 752 added to existing stakes and 927 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.23B. The largest seller was Fidelity Investments, cutting an estimated $463M.

  • 2,000 institutional investors held Procter & Gamble (PG) as of Q3 2016, up from 1,998 in Q2 2016.
  • Funds reported $165B of Procter & Gamble stock for Q3 2016, up 22% quarter-over-quarter.
  • 98 funds opened new Procter & Gamble positions in Q3 2016 and 74 closed out, a net change of +24 holders.
  • The largest Procter & Gamble buyer in Q3 2016 was Millennium Management, an estimated $6.23B added.
  • The largest Procter & Gamble seller in Q3 2016 was Fidelity Investments, an estimated $463M sold.

Based on aggregated 13F filings for Q3 2016.