Procter & Gamble
1,894 hedge funds and large institutions have $127B invested in Procter & Gamble in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 787 increasing their positions, 807 reducing their positions, and 67 closing their positions.
16% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 67
0% less funds holding
Funds holding: 1,900 → 1,894 (-6)
0.67% less ownership
Funds ownership: 60.7% → 60.04% (-0.67%)
2% less repeat investments, than reductions
Existing positions increased: 787 | Existing positions reduced: 807
5% less capital invested
Capital invested by funds: $134B → $127B (-$7.17B)
10% less funds holding in top 10
Funds holding in top 10: 305 → 274 (-31)
21% less call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.58B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$458M |
| 2 |
Lazard Asset Management
New York
|
+$260M |
| 3 |
GTP
Global Thematic Partners
New York
|
+$170M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$155M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$581M |
| 2 |
State Street
Boston,
Massachusetts
|
-$522M |
| 3 |
Goldman Sachs
New York
|
-$248M |
| 4 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$231M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$218M |
PG Hedge Fund Activity: Q2 2015 in Review
1,894 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2015, worth a combined $127B — down 5.4% from $134B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new PG positions and 67 closed out — a net gain of 11 holders — while 787 added to existing stakes and 807 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $458M. The largest seller was Fidelity Investments, cutting an estimated $581M.
- 1,894 institutional investors held Procter & Gamble (PG) as of Q2 2015, down from 1,900 in Q1 2015.
- Funds reported $127B of Procter & Gamble stock for Q2 2015, down 5.4% quarter-over-quarter.
- 78 funds opened new Procter & Gamble positions in Q2 2015 and 67 closed out, a net change of +11 holders.
- The largest Procter & Gamble buyer in Q2 2015 was Capital Research Global Investors, an estimated $458M added.
- The largest Procter & Gamble seller in Q2 2015 was Fidelity Investments, an estimated $581M sold.
Based on aggregated 13F filings for Q2 2015.