Procter & Gamble
1,958 hedge funds and large institutions have $130B invested in Procter & Gamble in 2015 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 784 increasing their positions, 798 reducing their positions, and 70 closing their positions.
144% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 70
18% more funds holding in top 10
Funds holding in top 10: 260 → 308 (+48)
10% more capital invested
Capital invested by funds: $118B → $130B (+$11.7B)
4% more funds holding
Funds holding: 1,881 → 1,958 (+77)
0.66% less ownership
Funds ownership: 60.8% → 60.14% (-0.66%)
2% less repeat investments, than reductions
Existing positions increased: 784 | Existing positions reduced: 798
4% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $1.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$463M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$329M |
| 3 |
Lazard Asset Management
New York
|
+$323M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$212M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$507M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$458M |
| 3 |
JP Morgan Chase
New York
|
-$359M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$227M |
| 5 |
Morgan Stanley
New York
|
-$225M |
PG Hedge Fund Activity: Q4 2015 in Review
1,958 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2015, worth a combined $130B — up 9.9% from $118B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new PG positions and 70 closed out — a net gain of 101 holders — while 784 added to existing stakes and 798 trimmed.
The largest buyer was Bank of America, adding an estimated $463M. The largest seller was SG Americas Securities, cutting an estimated $507M.
- 1,958 institutional investors held Procter & Gamble (PG) as of Q4 2015, up from 1,881 in Q3 2015.
- Funds reported $130B of Procter & Gamble stock for Q4 2015, up 9.9% quarter-over-quarter.
- 171 funds opened new Procter & Gamble positions in Q4 2015 and 70 closed out, a net change of +101 holders.
- The largest Procter & Gamble buyer in Q4 2015 was Bank of America, an estimated $463M added.
- The largest Procter & Gamble seller in Q4 2015 was SG Americas Securities, an estimated $507M sold.
Based on aggregated 13F filings for Q4 2015.