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
GWA
1976
Guidant Wealth Advisors
Illinois
$35K +$34.7K +400 New
VIM
1977
Veritas Investment Management
United Kingdom
$34K
IF
1978
Ironwood Financial
Arizona
$32K +$174 +2 +0.6%
KKAMG
1979
Kernodle & Katon Asset Management Group
Arkansas
$30K
OFS
1980
Orrstown Financial Services
Pennsylvania
$29K -$2.78K -32 -9%
RCG
1981
Ruggie Capital Group
Florida
$29K
CJA
1982
C-J Advisory
California
$28K +$26.8K +308 New
CWM
1983
Cranbrook Wealth Management
Michigan
$25K
PFG
1984
Piershale Financial Group
Illinois
$23K
RBC
1985
Roble Belko & Company
Pennsylvania
$23K +$7.04K +81 +45%
HCM
1986
Herndon Capital Management
Georgia
$22K
JAM
1987
JCIC Asset Management
Ontario, Canada
$21K
BWP
1988
BSW Wealth Partners
Colorado
$19.8K -$1.57M -18,063 -91%
PCM
1989
Penserra Capital Management
California
$17K +$6.95K +80 +67%
ICOM
1990
Investment Counselors of Maryland
Maryland
$15K
JIR
1991
James Investment Research
Ohio
$15K +$5.21K +60 +56%
GCM
1992
Grisanti Capital Management
New York
$11K
TCM
1993
Tanaka Capital Management
New York
$10K
FNB
1994
Farmers National Bank
Kentucky
$9.16K +$270K +3,106 +3%
6CM
1995
683 Capital Management
New York
$9K +$8.6K +99 New
LCS
1996
Levin Capital Strategies
New York
$6.04K -$275K -3,170 -5%
MIM
1997
Macroview Investment Management
Maryland
$3K
SGAM
1998
Smith Group Asset Management
Texas
$3K
SBL
1999
Sargent Bickham Lagudis
Colorado
$1.79K -$293K -3,378 -14%
CAM
2000
ClariVest Asset Management
California
$1K +$869 +10 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.