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
AWM
1001
Altavista Wealth Management
North Carolina
$2.82M +$135K +1,806 +5%
TBNY
1002
Trustco Bank (New York)
New York
$2.82M -$19.9K -265 -0.7%
FPFS
1003
First Personal Financial Services
North Carolina
$2.81M +$257K +3,432 +10%
MRCM
1004
M&R Capital Management
New Jersey
$2.79M -$120K -1,605 -4%
LW
1005
Linscomb Wealth
Texas
$2.79M -$78.4K -1,045 -3%
RHFI
1006
Reilly Herbert Faulkner III
$2.78M +$63.5K +847 +2%
HB
1007
Homrich & Berg
Georgia
$2.78M +$73.6K +981 +3%
NAM
1008
North American Management
Massachusetts
$2.75M +$1.52M +20,274 +113%
SFS
1009
Strategic Financial Services
New York
$2.75M -$35.4K -472 -1%
HC
1010
HHG & Company
Connecticut
$2.74M +$166K +2,214 +6%
ATC
1011
Adirondack Trust Company
New York
$2.73M -$73.5K -980 -3%
RC
1012
RegentAtlantic Capital
New Jersey
$2.73M -$336K -4,478 -11%
PSI
1013
Pinnacle Summer Investments
Virginia
$2.73M +$2.05M +27,289 +259%
AC
1014
Allstate Corporation
Illinois
$2.72M +$763K +10,180 +37%
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$2.71M -$141K -1,875 -5%
SWM
1016
Segment Wealth Management
Texas
$2.71M +$97.2K +1,296 +4%
DIA
1017
Denver Investment Advisors
Colorado
$2.7M -$395K -5,274 -12%
AP
1018
Advisor Partners
California
$2.69M -$43.9K -585 -2%
BMC
1019
Benin Management Corp
Connecticut
$2.69M +$322K +4,300 +13%
AIIMS
1020
Analyst IMS Investment Management Services
Israel
$2.69M -$321K -4,277 -10%
MSU
1021
Maple Securities USA
New Jersey
$2.67M -$4.5M -59,989 -62%
GIA
1022
GHP Investment Advisors
Colorado
$2.66M +$255K +3,404 +10%
CWM
1023
CIBC World Markets
New York
$2.65M -$36.4M -485,129 -93%
OCM
1024
Osterweis Capital Management
California
$2.65M -$40.1K -535 -1%
GAM
1025
Garrison Asset Management
Arkansas
$2.65M +$21.1K +282 +0.8%

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.