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Procter & Gamble

1,998 hedge funds and large institutions have $136B invested in Procter & Gamble in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 820 increasing their positions, 861 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 67

15% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.78B

5% more capital invested

Capital invested by funds: $129B → $136B (+$6.6B)

0% more funds holding in top 10

Funds holding in top 10: 337337 (0)

0% less funds holding

Funds holding: 2,0031,998 (-5)

0.65% less ownership

Funds ownership: 60.78%60.12% (-0.65%)

5% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 861

Holders
1,998
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
53.31%
Holding in Top 10
337
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
8.99%
New
82
Increased
820
Reduced
861
Closed
67
Calls
$2.04B
Puts
$1.78B
Net Calls
+$265M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1951
Ayalon Insurance Company
Israel
$98K
TJHA
1952
Thomas J. Herzfeld Advisors
Florida
$95K +$56.3K +686 +158%
AWM
1953
AllSquare Wealth Management
New York
$87K -$4.1K -50 -5%
FO
1954
FT Options
Illinois
$85K +$82.1K +1,000 New
SIG
1955
Stanford Investment Group
California
$79K -$14.1K -172 -16%
HL
1956
Harding Loevner
New Jersey
$68K
SFG
1957
Sage Financial Group
Pennsylvania
$65K
WAS
1958
WESPAC Advisors SoCal
California
$62.4K +$11.5K +140 +23%
HCM
1959
Horrell Capital Management
Arkansas
$57K -$8.21K -100 -13%
CFG
1960
CKW Financial Group
Hawaii
$51K
KAS
1961
Kemnay Advisory Services
New York
$51K
WCM
1962
Wealthcare Capital Management
Virginia
$50K -$52.1K -635 -52%
RI
1963
Redwood Investments
Massachusetts
$46K -$1.23K -15 -3%
CAL
1964
Capital Advisors Ltd
Ohio
$45K
CA
1965
Commerzbank Aktiengesellschaft
Germany
$41.2K +$1.75M +21,271 +5%
WI
1966
Wintrust Investments
Illinois
$41K +$427K +5,204 New
IR
1967
Invictus RG
Bermuda
$39K -$11.9K -145 -24%
DSI
1968
Daiwa SB Investments
Japan
$39K +$2.46K +30 +7%
FMP
1969
Financial Management Professionals
Texas
$36K +$24.7K +301 +230%
NHFG
1970
New Harbor Financial Group
Massachusetts
$33K
VIM
1971
Veritas Investment Management
United Kingdom
$33K
ANBT
1972
American National Bank & Trust
Texas
$30K
BC
1973
Barnett & Company
Tennessee
$30K
IF
1974
Ironwood Financial
Arizona
$30K +$246 +3 +0.9%
OFS
1975
Orrstown Financial Services
Pennsylvania
$30K +$21.3K +260 +283%

PG Hedge Fund Activity: Q2 2016 in Review

1,998 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2016, worth a combined $136B — up 5.1% from $129B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PG positions and 67 closed out — a net gain of 15 holders — while 820 added to existing stakes and 861 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $330M. The largest seller was Royal London Asset Management, cutting an estimated $4.41B.

  • 1,998 institutional investors held Procter & Gamble (PG) as of Q2 2016, down from 2,003 in Q1 2016.
  • Funds reported $136B of Procter & Gamble stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 82 funds opened new Procter & Gamble positions in Q2 2016 and 67 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2016 was T. Rowe Price Associates, an estimated $330M added.
  • The largest Procter & Gamble seller in Q2 2016 was Royal London Asset Management, an estimated $4.41B sold.

Based on aggregated 13F filings for Q2 2016.