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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
SSI
1851
Scott & Selber Inc
Texas
$295K
HJA
1852
Hugh Johnson Advisors
New York
$293K +$2.35K +27 +0.8%
TCM
1853
TD Capital Management
Tennessee
$289K +$2.78K +32 +1%
PAA
1854
Peregrine Asset Advisers
Oregon
$287K -$130K -1,500 -32%
SA
1855
SRH Advisors
Kansas
$287K -$17.4K -200 -6%
NAM
1856
Nichols Asset Management
Massachusetts
$287K
RHJA
1857
Rice Hall James & Associates
California
$286K -$1.65K -19 -0.6%
HWM
1858
Highwater Wealth Management
Colorado
$285K +$276K +3,178 New
NCM
1859
Novare Capital Management
North Carolina
$280K -$128K -1,471 -32%
LOCC
1860
Lombard Odier & Cie (Canada)
Quebec, Canada
$279K
SFM
1861
Systematic Financial Management
New Jersey
$278K
MBI
1862
Montrusco Bolton Investments
Quebec, Canada
$277K -$13.5K -156 -5%
HC
1863
Hendley & Co
Ohio
$275K +$7.64K +88 +3%
RCWMU
1864
Rothschild & Co Wealth Management (UK)
United Kingdom
$274K -$18.1K -208 -6%
PA
1865
Parkside Advisors
California
$274K
DA
1866
Denali Advisors
California
$274K +$265K +3,054 New
AACR
1867
ACR Alpine Capital Research
Missouri
$273K -$182K -2,090 -41%
IIA
1868
IPG Investment Advisors
California
$271K +$263K +3,025 New
GAAM
1869
Guinness Atkinson Asset Management
California
$270K
HCM
1870
Harvey Capital Management
Florida
$269K -$8.69K -100 -3%
IG
1871
Ithaka Group
Virginia
$269K
DSN
1872
D. Scott Neal
Kentucky
$269K +$47.4K +546 +22%
GI
1873
Gradient Investments
Minnesota
$266K +$65.7K +756 +34%
SAMC
1874
Spectrum Asset Management (California)
California
$262K -$27K -311 -10%
SLF
1875
Sun Life Financial
Ontario, Canada
$261K -$372K -4,284 -59%

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.