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
VHAM
1426
Van Hulzen Asset Management
California
$832K -$173K -2,306 -17%
GIM
1427
Greylin Investment Management
Virginia
$830K +$125K +1,670 +17%
HAG
1428
HighPoint Advisor Group
Illinois
$829K +$864K +11,522 New
BSB
1429
Bangor Savings Bank
Maine
$826K +$10.6K +141 +1%
BSWMG
1430
Barrington Strategic Wealth Management Group
Illinois
$826K +$31.1K +415 +4%
SJIC
1431
St. James Investment Company
Texas
$824K +$161K +2,150 +23%
AI
1432
Accredited Investors
Minnesota
$822K +$203K +2,709 +31%
MIC
1433
MU Investments Company
Japan
$819K -$7.5K -100 -0.9%
GCP
1434
GSA Capital Partners
United Kingdom
$818K +$6.37K +85 +0.8%
EWM
1435
Elite Wealth Management
Washington
$817K -$337K -4,491 -28%
PCMC
1436
Paragon Capital Management (Colorado)
Colorado
$816K +$22.9K +305 +3%
CSMF
1437
Charles Stewart Mott Foundation
Michigan
$816K +$850K +11,338 New
NAM
1438
Needelman Asset Management
California
$815K
PO
1439
Private Ocean
California
$804K +$121K +1,614 +17%
RWA
1440
River Wealth Advisors
Pennsylvania
$803K -$15.5K -207 -2%
AWM
1441
Avior Wealth Management
Nebraska
$803K +$735K +9,801 +730%
KIA
1442
Kopp Investment Advisors
Minnesota
$802K +$2.62K +35 +0.3%
NFC
1443
Northeast Financial Consultants
Connecticut
$789K
HIC
1444
Hartline Investment Corp
Illinois
$787K -$1.82M -24,211 -69%
LPT
1445
Legacy Private Trust
Wisconsin
$784K -$129K -1,723 -14%
RAM
1446
Redmond Asset Management
Virginia
$783K +$136K +1,811 +20%
ECM
1447
ETrade Capital Management
Virginia
$783K +$345K +4,600 +73%
FIM
1448
Fruth Investment Management
Texas
$781K +$35.7K +476 +5%
IP
1449
Investment Partners
Ohio
$780K -$25K -334 -3%
CWA
1450
Cypress Wealth Advisors
California
$777K -$284K -3,791 -26%

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.