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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
SACTSONJ
1076
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.29M
LSCM
1077
LaSalle Street Capital Management
Illinois
$2.28M
NDSI
1078
Newman Dignan & Sheerar Inc
Rhode Island
$2.28M +$122K +1,623 +5%
MCM
1079
Maple Capital Management
Vermont
$2.27M -$43.8K -584 -2%
RCAG
1080
Rehmann Capital Advisory Group
Michigan
$2.27M +$567K +7,568 +32%
ZB
1081
Zions Bancorporation
Utah
$2.25M -$1.88M -25,024 -45%
VCM
1082
Vigilant Capital Management
Maine
$2.25M -$3.75K -50 -0.2%
LA
1083
LVW Advisors
New York
$2.25M +$113K +1,502 +5%
FCBT
1084
First Citizens Bank & Trust
North Carolina
$2.25M -$139K -1,856 -6%
FFSOTS
1085
Fiduciary Financial Services of The Southwest
Texas
$2.25M -$58K -773 -2%
PIM
1086
Provident Investment Management
Michigan
$2.25M
AP
1087
Atwood & Palmer
Missouri
$2.24M -$211K -2,814 -8%
OA
1088
Outfitter Advisors
Virginia
$2.24M -$30K -400 -1%
GLA
1089
Great Lakes Advisors
Illinois
$2.24M -$1.39M -18,555 -37%
PCM
1090
Palisade Capital Management
New Jersey
$2.23M +$11.1K +148 +0.5%
WPP
1091
Whalerock Point Partners
Rhode Island
$2.23M +$159K +2,120 +7%
SCI
1092
S&CO Inc
Massachusetts
$2.21M +$61.6K +822 +3%
WCM
1093
Westend Capital Management
California
$2.2M -$420K -5,595 -16%
SFT
1094
Simmons First Trust
Arkansas
$2.2M +$80.2K +1,070 +4%
BRM
1095
Boston Research & Management
Massachusetts
$2.2M +$1.45M +19,360 +173%
CAM
1096
Congress Asset Management
Massachusetts
$2.19M -$655K -8,730 -22%
EWM
1097
Empirical Wealth Management
Washington
$2.19M +$102K +1,354 +5%
WC
1098
Whitney & Co
New York
$2.19M +$190K +2,531 +9%
KA
1099
Kovack Advisors
Florida
$2.17M +$1M +13,349 +79%
CC
1100
Colrain Capital
Massachusetts
$2.17M +$2M +26,700 +763%

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.