PG icon

Procter & Gamble
PG

Overview Fund Activity

1,876 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, 856 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
-15
Holders Change %
-0.79%
% of All Funds
52.43%
Holding in Top 10
258
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.15%
% of All Funds
7.21%
New
71
Increased
856
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.65B
Net Calls
-$398M
Net Calls Change
-$59.4M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$561M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$284M
3
Capital International Investors
Capital International Investors
California
+$205M
4
Goldman Sachs
Goldman Sachs
New York
+$199M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$458M
2
Morgan Stanley
Morgan Stanley
New York
-$323M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$311M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$230M
5
Citigroup
Citigroup
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
1501
Strategic Global Advisors
California
$655K +$360K +5,008 +122%
CCM
1502
CrestPoint Capital Management
Missouri
$647K +$324K +4,500 +100%
VWM
1503
Vector Wealth Management
Minnesota
$641K -$90.4K -1,208 -12%
AAMU
1504
Amundi Asset Management US
Massachusetts
$640K – – –
CG
1505
Caprock Group
Idaho
$639K -$36.3K -505 -5%
BA
1506
BKS Advisors
Michigan
$638K +$9.93K +138 +2%
JMH
1507
J.M. Hartwell
New York
$636K – – –
SIM
1508
Sonora Investment Management
Arizona
$634K +$634K +9,216 New
BBNB
1509
Baker Boyer National Bank
Washington
$633K -$9.29K -129 -1%
FC
1510
Forte Capital
New York
$628K -$44.7K -621 -7%
HW
1511
Hancock Whitney
Mississippi
$622K -$1.8K -25 -0.3%
KCP
1512
KDI Capital Partners
North Carolina
$619K -$2.43M -33,700 -80%
FGP
1513
Foyston, Gordon, & Payne
Ontario, Canada
$617K – – –
AC
1514
Alexandria Capital
Virginia
$612K +$18.1K +252 +3%
AF
1515
Allworth Financial
California
$610K +$576 +8 +0.1%
CA
1516
Capital Advantage
California
$608K +$12.3K +171 +2%
BPB
1517
Badgley, Phelps & Bell
Washington
$606K +$33.1K +460 +6%
EWA
1518
EP Wealth Advisors
California
$602K +$22.9K +318 +4%
CK
1519
Carnick & Kubik
Colorado
$598K +$86.3K +1,200 +17%
ST
1520
Somerset Trust
Pennsylvania
$596K -$170K -2,359 -22%
SCG
1521
Sonata Capital Group
Washington
$589K +$6.04K +84 +1%
BW
1522
Bison Wealth
Georgia
$589K +$82.3K +1,155 +16%
LOAMS
1523
Lombard Odier Asset Management (Switzerland)
Switzerland
$587K -$523K -7,235 -47%
B
1524
Bailard
California
$586K -$28.8K -400 -5%
CISOA
1525
Capital Investment Services of America
Wisconsin
$583K -$55.1K -766 -9%
59 60
61
62 63