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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
CFP
2026
Cornerstone Financial Partners
North Carolina
-$2.15M -25,538 Closed
EGM
2027
Engineers Gate Manager
New York
-$2.06M -24,300 Closed
QT
2028
Quantbot Technologies
New York
-$2.02M -23,920 Closed
CHJWM
2029
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$1.99M -23,510 Closed
PCA
2030
Peddock Capital Advisors
Massachusetts
-$1.84M -21,763 Closed
GHA
2031
Garcia Hamilton & Associates
Texas
-$1.71M -20,172 Closed
DCM
2032
Dynamic Capital Management
Jersey
-$1.66M -19,644 Closed
NJBEST
2033
New Jersey Better Educational Savings Trust
New Jersey
-$1.61M -19,000 Closed
PAIA
2034
Park Avenue Institutional Advisers
New York
-$1.42M -16,726 Closed
CG
2035
Clinton Group
New York
-$1.24M -14,615 Closed
Fuller & Thaler Asset Management
2036
Fuller & Thaler Asset Management
California
-$1.24M -14,600 Closed
BP
2037
Ballentine Partners
Massachusetts
-$1.21M -14,299 Closed
SJIC
2038
St. James Investment Company
Texas
-$1.14M -13,494 Closed
VF
2039
Virtu Financial
New York
-$1.1M -12,986 Closed
CFC
2040
Coyle Financial Counsel
Illinois
-$1.02M -12,023 Closed
Verition Fund Management
2041
Verition Fund Management
Connecticut
-$1.01M -11,901 Closed
SIG
2042
Schooner Investment Group
Pennsylvania
-$763K -9,000 Closed
Handelsbanken Fonder
2043
Handelsbanken Fonder
Sweden
-$729K -8,606 Closed
QSS
2044
Quantitative Systematic Strategies
Florida
-$619K -7,381 Closed
MF
2045
Magnetar Financial
Illinois
-$621K -7,336 Closed
TC
2046
Toews Corporation
New Jersey
-$618K -7,300 Closed
HMS
2047
Hanseatic Management Services
New Mexico
-$597K -7,050 Closed
SAM
2048
Symphony Asset Management
California
-$560K -6,615 Closed
SCM
2049
Stevens Capital Management
Pennsylvania
-$544K -6,427 Closed
FRM
2050
Fox Run Management
Connecticut
-$533K -6,300 Closed

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.