We are live on ! Find out more
PG icon

Procter & Gamble

1,998 hedge funds and large institutions have $136B invested in Procter & Gamble in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 820 increasing their positions, 861 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 67

15% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.78B

5% more capital invested

Capital invested by funds: $129B → $136B (+$6.6B)

0% more funds holding in top 10

Funds holding in top 10: 337337 (0)

0% less funds holding

Funds holding: 2,0031,998 (-5)

0.65% less ownership

Funds ownership: 60.78%60.12% (-0.65%)

5% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 861

Holders
1,998
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
53.31%
Holding in Top 10
337
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
8.99%
New
82
Increased
820
Reduced
861
Closed
67
Calls
$2.04B
Puts
$1.78B
Net Calls
+$265M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B +$249M +3,029,476 +2%
State Street
2
State Street
Massachusetts
$9.76B -$137M -1,666,494 -1%
BIT
3
BlackRock Institutional Trust
California
$5.95B -$40.5M -493,902 -0.7%
Capital World Investors
4
Capital World Investors
California
$4.5B +$30.9M +376,640 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.01B +$9.7M +118,225 +0.3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.51B -$12.3M -150,235 -0.4%
Bank of America
7
Bank of America
North Carolina
$3.42B +$108M +1,318,132 +3%
BFA
8
BlackRock Fund Advisors
California
$3.21B +$161M +1,964,364 +5%
Northern Trust
9
Northern Trust
Illinois
$2.91B -$8.97M -109,320 -0.3%
Norges Bank
10
Norges Bank
Norway
$2.13B +$56.9M +692,834 +3%
BG
11
BlackRock Group
United Kingdom
$1.96B +$20.5M +249,455 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.92B -$12.6M -153,092 -0.7%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$1.72B
Wells Fargo
14
Wells Fargo
California
$1.7B +$14.6M +178,044 +0.9%
YAM
15
Yacktman Asset Management
Texas
$1.59B -$54.7M -666,777 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.26B +$330M +4,022,284 +37%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.26B -$40.1M -488,073 -3%
Capital International Investors
18
Capital International Investors
California
$1.25B +$647K +7,887 +0.1%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.22B -$103M -1,249,752 -8%
Morgan Stanley
20
Morgan Stanley
New York
$1.16B +$2.55M +31,023 +0.2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$1.14B +$85.8M +1,044,823 +8%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.13B +$23.1M +282,031 +2%
TCIM
23
TIAA CREF Investment Management
New York
$1.13B +$12.3M +149,924 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$1.06B -$6.69M -81,508 -0.6%
Invesco
25
Invesco
Georgia
$1.05B +$160M +1,954,047 +19%

PG Hedge Fund Activity: Q2 2016 in Review

1,998 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2016, worth a combined $136B — up 5.1% from $129B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PG positions and 67 closed out — a net gain of 15 holders — while 820 added to existing stakes and 861 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $330M. The largest seller was Royal London Asset Management, cutting an estimated $4.41B.

  • 1,998 institutional investors held Procter & Gamble (PG) as of Q2 2016, down from 2,003 in Q1 2016.
  • Funds reported $136B of Procter & Gamble stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 82 funds opened new Procter & Gamble positions in Q2 2016 and 67 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2016 was T. Rowe Price Associates, an estimated $330M added.
  • The largest Procter & Gamble seller in Q2 2016 was Royal London Asset Management, an estimated $4.41B sold.

Based on aggregated 13F filings for Q2 2016.