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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
MSS
1276
Mitchell Sinkler & Starr
Pennsylvania
$1.35M +$37.5K +500 +3%
EFSCE
1277
Enterprise Financial Services Corp (EFSC)
Missouri
$1.34M -$2.25K -30 -0.2%
PGA
1278
Portland Global Advisors
Maine
$1.34M +$316K +4,220 +29%
LCM
1279
Lucas Capital Management
New Jersey
$1.34M +$401K +5,349 +40%
RFA
1280
Reilly Financial Advisors
California
$1.33M +$96.7K +1,290 +7%
FFA
1281
First Foundation Advisors
California
$1.33M +$101K +1,341 +8%
PRCM
1282
Pine River Capital Management
Minnesota
$1.33M -$110K -1,464 -7%
FPCG
1283
Fort Pitt Capital Group
Pennsylvania
$1.33M +$300 +4 +0%
VWM
1284
Valley Wealth Managers
New Jersey
$1.33M -$60.7K -810 -4%
FLPIM
1285
F.L. Putnam Investment Management
Massachusetts
$1.33M -$177K -2,360 -11%
SSIA
1286
Spero-Smith Investment Advisers
Ohio
$1.32M +$600 +8 +0%
SA
1287
Strategic Advisors
New York
$1.32M +$474K +6,327 +52%
DRS
1288
Deane Retirement Strategies
Louisiana
$1.32M +$1.38M +18,354 +166,855%
PVH
1289
Psagot Value Holdings
Israel
$1.31M
PAIA
1290
Park Avenue Institutional Advisers
New York
$1.3M -$12.8K -171 -0.9%
FM
1291
Forward Management
California
$1.29M -$313K -4,179 -19%
ALA
1292
Atherton Lane Advisers
California
$1.28M +$8.85K +118 +0.7%
AHS
1293
Aspiriant Holdings S3
California
$1.28M -$25.5K -340 -2%
BT
1294
Beacon Trust
New Jersey
$1.28M -$31K -413 -2%
SFA
1295
Sequoia Financial Advisors
Ohio
$1.28M -$4.72K -63 -0.4%
CC
1296
Cadinha & Co
Hawaii
$1.28M -$141K -1,875 -10%
SLG
1297
Stanley-Laman Group
Pennsylvania
$1.27M +$1.01M +13,497 +321%
HP
1298
Hikari Power
Japan
$1.27M
JDR
1299
Jay D. Rosenbaum
$1.27M -$21K -280 -2%
HIM
1300
Hermes Investment Management
United Kingdom
$1.26M

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.