We are live on ! Find out more
PG icon

Procter & Gamble

1,879 hedge funds and large institutions have $119B invested in Procter & Gamble in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 858 increasing their positions, 743 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 743

0.73% more ownership

Funds ownership: 60.04%60.76% (+0.73%)

0% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 71

1% less funds holding

Funds holding: 1,8941,879 (-15)

5% less funds holding in top 10

Funds holding in top 10: 274259 (-15)

6% less capital invested

Capital invested by funds: $127B → $119B (-$7.52B)

24% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.65B

Holders
1,879
Holders Change
-15
Holders Change %
-0.79%
% of All Funds
52.46%
Holding in Top 10
259
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-5.47%
% of All Funds
7.23%
New
71
Increased
858
Reduced
743
Closed
71
Calls
$1.25B
Puts
$1.65B
Net Calls
-$398M
Net Calls Change
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
376
Delta Asset Management
Tennessee
$19.3M +$667K +8,893 +3%
ZIC
377
ZWJ Investment Counsel
Georgia
$19.3M +$857K +11,430 +4%
AAMU
378
AEGON Asset Management (UK)
United Kingdom
$19.2M -$14.3M -191,371 -42%
Nomura Holdings
379
Nomura Holdings
Japan
$19.2M -$12.9M -171,624 -40%
KIA
380
KCM Investment Advisors
California
$19.1M +$1.14M +15,217 +6%
OPCM
381
Osborne Partners Capital Management
California
$19M -$477K -6,360 -2%
RAM
382
RWC Asset Management
United Kingdom
$19M +$11.7M +156,200 +145%
SC
383
Saturna Capital
Washington
$18.8M -$11.3M -150,364 -37%
WPC
384
Waters Parkerson & Co
Louisiana
$18.7M +$2.02M +26,949 +12%
ZIG
385
Zurich Insurance Group
Switzerland
$18.7M +$19.5M +259,757 New
CTC
386
Central Trust Company
Missouri
$18.7M -$442K -5,901 -2%
Creative Planning
387
Creative Planning
Kansas
$18.6M +$1.27M +16,976 +7%
BF
388
BOK Financial
Oklahoma
$18.6M -$1.27M -16,929 -6%
SAM
389
Securian Asset Management
Minnesota
$18.3M -$165K -2,198 -0.9%
SCM
390
Stevens Capital Management
Pennsylvania
$18.3M +$19.1M +254,502 New
DJSG
391
D.J. St. Germain
Massachusetts
$18.3M +$3.27M +43,554 +21%
FIM
392
Foresters Investment Management
New York
$18.3M +$442K +5,900 +2%
PA
393
Pinnacle Associates
New York
$18.2M -$599K -7,987 -3%
ACM
394
Academy Capital Management
Texas
$18M +$930K +12,406 +5%
AF
395
Ally Financial
Michigan
$18M
AAM
396
Advisors Asset Management
Colorado
$17.9M -$620K -8,265 -3%
SC
397
Schulhoff & Co
Ohio
$17.8M -$135K -1,803 -0.7%
LSV Asset Management
398
LSV Asset Management
Illinois
$17.7M +$13.5M +180,700 +274%
CFB
399
Cullen/Frost Bankers
Texas
$17.5M +$1.21M +16,199 +7%
EB
400
Eastern Bank
Massachusetts
$17.5M +$368K +4,914 +2%

PG Hedge Fund Activity: Q3 2015 in Review

1,879 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2015, worth a combined $119B — down 5.9% from $127B a quarter earlier.

Fund positioning in PG was balanced in Q3 2015: 71 funds opened new positions, 71 closed out, 858 added to existing stakes and 743 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $511M. The largest seller was Wellington Management Group, cutting an estimated $477M.

  • 1,879 institutional investors held Procter & Gamble (PG) as of Q3 2015, down from 1,894 in Q2 2015.
  • Funds reported $119B of Procter & Gamble stock for Q3 2015, down 5.9% quarter-over-quarter.
  • 71 funds opened new Procter & Gamble positions in Q3 2015 and 71 closed out, a net change of 0 holders.
  • The largest Procter & Gamble buyer in Q3 2015 was SG Americas Securities, an estimated $511M added.
  • The largest Procter & Gamble seller in Q3 2015 was Wellington Management Group, an estimated $477M sold.

Based on aggregated 13F filings for Q3 2015.