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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
EWA
1901
Exencial Wealth Advisors
Oklahoma
$232K +$232K +2,676 New
FHC
1902
Forest Hill Capital
Arkansas
$230K
BFG
1903
Bouchey Financial Group
New York
$230K +$174 +2 +0.1%
AIM
1904
Arcadia Investment Management
Michigan
$228K +$9.99K +115 +5%
CWM
1905
Catamount Wealth Management
Connecticut
$228K +$104K +1,200 +89%
PFM
1906
Peak Financial Management
Massachusetts
$227K -$2.95K -34 -1%
LGC
1907
Laurel Grove Capital
California
$227K +$2.17K +25 +1%
ST
1908
Sentinel Trust
Texas
$226K -$2.78K -32 -1%
CC
1909
Cedar Capital
Illinois
$225K -$14.2K -163 -6%
FEG
1910
Fund Evaluation Group
Ohio
$225K
MFS
1911
McNamara Financial Services
Massachusetts
$225K +$10.6K +122 +5%
ACM
1912
Ashford Capital Management
Delaware
$223K
KIM
1913
Karpus Investment Management
New York
$223K
LIM
1914
Loudon Investment Management
New Hampshire
$221K +$1.48K +17 +0.7%
DM
1915
Diker Management
New York
$218K
OBWP
1916
O'Brien Wealth Partners
Massachusetts
$217K -$3.39K -39 -2%
PFO
1917
Pathstone Family Office
New Jersey
$217K
NG
1918
NatWest Group
United Kingdom
$216K +$209K +2,403 New
MCM
1919
Moore Capital Management
New York
$214K -$196K -2,262 -49%
RTS
1920
Round Table Services
New Jersey
$211K -$420K -4,841 -67%
SNBOSD
1921
Security National Bank of So Dak
Iowa
$210K +$203K +2,343 New
SHJ
1922
Sharkey, Howes & Javer
Colorado
$209K
ANTB
1923
AMG National Trust Bank
Colorado
$209K +$202K +2,330 New
FC
1924
Forte Capital
New York
$208K -$140K -1,614 -41%
CCM
1925
Canal Capital Management
Virginia
$208K -$7.82K -90 -4%

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.