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
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$112M +$24.9M +287,270 +30%
NIMI
177
Natixis Investment Managers International
France
$111M -$1.73M -19,950 -2%
BPC
178
Banque Pictet & Cie
Switzerland
$111M +$6.27M +72,194 +6%
NIPH
179
NN Investment Partners Holdings
Netherlands
$110M -$12.8M -147,625 -11%
HTC
180
Haverford Trust Company
Pennsylvania
$108M +$173K +1,989 +0.2%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$107M +$1.17M +13,446 +1%
ACI
182
AMP Capital Investors
Australia
$106M -$3.55M -40,885 -3%
CCMH
183
Cornerstone Capital Management Holdings
New York
$104M -$80.6K -928 -0.1%
Renaissance Technologies
184
Renaissance Technologies
New York
$103M +$99.8M +1,148,800 New
SOMRS
185
State of Michigan Retirement System
Michigan
$102M -$2.07M -23,800 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
186
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$100M -$2.91M -33,500 -3%
HighTower Advisors
187
HighTower Advisors
Illinois
$98.1M -$744K -8,563 -0.8%
CP
188
Coho Partners
Pennsylvania
$97.5M +$1.17M +13,471 +1%
Nordea Investment Management
189
Nordea Investment Management
Sweden
$97.3M +$1.52M +17,491 +2%
Brown Advisory
190
Brown Advisory
Maryland
$95.9M +$924K +10,643 +1%
FWIA
191
Fort Washington Investment Advisors
Ohio
$94.5M -$18.5K -213 -0%
B
192
Barings
North Carolina
$94.3M +$85.4M +983,700 +1,460%
Luther King Capital Management (LKCM)
193
Luther King Capital Management (LKCM)
Texas
$94.2M -$1.2M -13,839 -1%
CI
194
Cincinnati Insurance
Ohio
$92.2M
YCM
195
Yakira Capital Management
Connecticut
$91.3M +$88.3M +1,017,060 New
SAC
196
Smith Affiliated Capital
New York
$89.8M
JCI
197
Jet Capital Investors
New York
$89.8M +$86.9M +1,000,000 New
WCMNY
198
Westchester Capital Management (New York)
New York
$89.7M +$86.6M +996,820 New
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$88.6M +$2.03M +23,322 +2%
JCM
200
JD Capital Management
Connecticut
$87.5M +$84.7M +974,860 New

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.