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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$872M -$477M -6,359,654 -34%
Deutsche Bank
27
Deutsche Bank
Germany
$870M -$44.5M -593,362 -5%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$848M +$49.2M +655,610 +6%
TCIM
29
TIAA CREF Investment Management
New York
$842M -$38.5M -513,528 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$815M -$240M -3,198,972 -22%
Goldman Sachs
31
Goldman Sachs
New York
$778M +$207M +2,760,575 +34%
Ameriprise
32
Ameriprise
Minnesota
$718M -$117M -1,562,276 -14%
CRC
33
Cedar Rock Capital
United Kingdom
$664M +$48.2M +642,750 +7%
UBS AM
34
UBS AM
Illinois
$654M -$67.7M -903,334 -9%
Charles Schwab
35
Charles Schwab
California
$644M +$12.1M +161,346 +2%
Federated Hermes
36
Federated Hermes
Pennsylvania
$628M +$100M +1,336,652 +18%
American Century Companies
37
American Century Companies
Missouri
$584M +$25.5M +340,101 +4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$574M +$25.5M +340,138 +4%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$564M -$42M -560,490 -7%
Fisher Asset Management
40
Fisher Asset Management
Washington
$563M +$5.16M +68,765 +0.9%
ACM
41
Americafirst Capital Management
California
$561M +$585K +7,797 New
BIM
42
BlackRock Investment Management
Delaware
$559M -$1.88M -25,094 -0.3%
Franklin Resources
43
Franklin Resources
California
$553M -$30.8M -410,602 -5%
UBS Group
44
UBS Group
Switzerland
$532M +$14.2M +188,903 +3%
BlackRock
45
BlackRock
New York
$531M +$54.1M +721,275 +11%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$526M -$33.1M -441,199 -6%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$522M +$3.17M +42,237 +0.6%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$503M +$111M +1,482,406 +27%
AllianceBernstein
49
AllianceBernstein
Tennessee
$487M +$5.78M +77,025 +1%
Prudential Financial
50
Prudential Financial
New Jersey
$477M -$24.3M -323,452 -5%

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.