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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
AIC
1951
Ayalon Insurance Company
Israel
$104K
LOT
1952
Lombard Odier Transatlantic
Quebec, Canada
$102K -$30.4K -350 -23%
CFN
1953
Cordasco Financial Network
Florida
$102K
ANBT
1954
American National Bank & Trust
Texas
$102K +$68.4K +788 +226%
TJHA
1955
Thomas J. Herzfeld Advisors
Florida
$101K +$434 +5 +0.4%
AWM
1956
AllSquare Wealth Management
New York
$93K
LWA
1957
Lowe Wealth Advisors
Maryland
$92K +$68.6K +790 +331%
RFWA
1958
RPg Family Wealth Advisory
Massachusetts
$86.9K -$32.1K -370 -28%
SIG
1959
Stanford Investment Group
California
$85K +$869 +10 +1%
LYV
1960
Live Your Vision
Pennsylvania
$84K +$81K +933 New
NHFG
1961
New Harbor Financial Group
Massachusetts
$80K +$43.4K +500 +125%
HL
1962
Harding Loevner
New Jersey
$72K
WAS
1963
WESPAC Advisors SoCal
California
$66.1K
HCM
1964
Horrell Capital Management
Arkansas
$60K
HWP
1965
Hefty Wealth Partners
Indiana
$57K +$42.5K +489 +322%
CFG
1966
CKW Financial Group
Hawaii
$54K
KAS
1967
Kemnay Advisory Services
New York
$54K
BC
1968
Barnett & Company
Tennessee
$53K +$20.3K +234 +65%
RI
1969
Redwood Investments
Massachusetts
$49K
CAL
1970
Capital Advisors Ltd
Ohio
$48K
WCM
1971
Wealthcare Capital Management
Virginia
$42K -$10.6K -122 -21%
IUHSA
1972
Itau Unibanco Holding S.A.
Brazil
$39K +$37.3K +430 New
FMP
1973
Financial Management Professionals
Texas
$38K -$695 -8 -2%
BCI
1974
Brinker Capital Investments
Pennsylvania
$36K +$14.8K +170 +73%
DSI
1975
Daiwa SB Investments
Japan
$35K -$6.95K -80 -17%

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.