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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
CPA
1876
Cowen Prime Advisors
New York
$261K
CMANY
1877
Capital Management Associates (New York)
New York
$260K -$17.4K -200 -6%
SCP
1878
Seizert Capital Partners
Michigan
$259K
FAM
1879
Fenimore Asset Management
New York
$258K
HBWM
1880
Hollow Brook Wealth Management
New York
$257K +$43.4K +500 +21%
TPWA
1881
TRUE Private Wealth Advisors
Oregon
$256K -$16.1K -185 -6%
CRC
1882
Curi RMB Capital
Illinois
$253K +$31.1K +358 +15%
HCM
1883
HM Capital Management
Missouri
$252K +$87 +1 +0%
VAM
1884
Verity Asset Management
North Carolina
$252K +$244K +2,805 New
AIA
1885
Arbor Investment Advisors
North Carolina
$250K +$7.38K +85 +3%
BIA
1886
Biondo Investment Advisors
Pennsylvania
$249K -$43.4K -500 -15%
SFG
1887
SNS Financial Group
Minnesota
$248K -$10.3K -119 -4%
LD
1888
Lipe & Dalton
New York
$247K
MIM
1889
Midwest Investment Management
Ohio
$246K -$4.34K -50 -2%
GCMG
1890
Gyroscope Capital Management Group
Florida
$244K +$236K +2,723 New
CHP
1891
Cable Hill Partners
Oregon
$243K -$12.5K -144 -5%
GAM
1892
Gemmer Asset Management
California
$242K +$29.3K +337 +14%
IA
1893
Independence Advisors
Pennsylvania
$242K +$234K +2,695 New
CIM
1894
Corbyn Investment Management
Maryland
$236K
RPG
1895
Risk Paradigm Group
Texas
$235K +$18.6K +214 +9%
AIA
1896
AIMZ Investment Advisors
California
$235K
AA
1897
Alesco Advisors
New York
$235K +$228K +2,621 New
SIM
1898
Sterling Investment Management
Arizona
$234K +$87 +1 +0%
BFIC
1899
Bedell Frazier Investment Counselling
California
$233K
NCMG
1900
NCM Capital Management Group
North Carolina
$233K

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.