We are live on ! Find out more
PG icon

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
GCAC
1926
Guardian Capital Advisors (Canada)
Ontario, Canada
$208K +$222K +2,557 New
IWA
1927
IBEX Wealth Advisors
New Jersey
$207K +$200K +2,301 New
RCP
1928
Rothschild Capital Partners
New York
$204K -$8.69K -100 -4%
GKWIM
1929
Gerber Kawasaki Wealth & Investment Management
California
$202K +$196K +2,260 New
DA
1930
DSC Advisors
Illinois
$201K -$20.1K -232 -9%
RWG
1931
Regal Wealth Group
California
$198K
WA
1932
Winfield Associates
Ohio
$198K +$87 +1 +0%
VOYA Investment Management
1933
VOYA Investment Management
Georgia
$173K -$3.21M -36,940 -2%
CCMW
1934
Cypress Capital Management (Wyoming)
Wyoming
$166K
APSP
1935
Asset Planning Services (Pennsylvania)
Pennsylvania
$166K -$69.5K -800 -30%
BAMCO Inc
1936
BAMCO Inc
New York
$161K +$156K +1,796 New
BCM
1937
Blume Capital Management
California
$157K -$13K -150 -8%
CAL
1938
Capital Analysts LLC
Pennsylvania
$155K +$869 +10 +0.6%
MIC
1939
MU Investments Company
Japan
$148K -$143K -1,650 -50%
TG
1940
TLP Group
Illinois
$130K -$533K -6,136 -81%
RAM
1941
Riggs Asset Management
Pennsylvania
$129K
EWM
1942
Edge Wealth Management
New York
$128K -$6.92M -79,639 -98%
DIA
1943
Davidson Investment Advisors
Montana
$125K +$9.99K +115 +9%
BMM
1944
Buffington Mohr McNeal
Idaho
$123K
SIC
1945
Salem Investment Counselors
North Carolina
$122K +$1.56K +18 +0%
ACM
1946
Americafirst Capital Management
California
$119K
LWA
1947
Lenox Wealth Advisors
New York
$109K -$54.8K -631 -34%
AWMS
1948
Advocacy Wealth Management Services
Georgia
$108K -$19.5K -225 -16%
MS
1949
Marshall & Sullivan
Washington
$108K
SEIA
1950
Signature Estate & Investment Advisors
California
$106K -$22.3K -257 -18%

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.