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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
OC
1576
Oakworth Capital
Alabama
$490K -$133K -1,773 -21%
ACM
1577
Axel Capital Management
New York
$489K
WRM
1578
Weybosset Research & Management
Rhode Island
$488K -$46.8K -624 -8%
JWM
1579
Jacobus Wealth Management
Wisconsin
$488K
EA
1580
Elm Advisors
California
$487K
Westfield Capital Management
1581
Westfield Capital Management
Massachusetts
$486K -$7.27K -97 -1%
BWA
1582
Burt Wealth Advisors
Maryland
$486K +$22.5K +300 +5%
LJAC
1583
L.J. Altfest & Co
New York
$482K -$12.4K -165 -2%
SIM
1584
SSI Investment Management
California
$482K
GVT
1585
Genesee Valley Trust
New York
$478K
UAS
1586
United Asset Strategies
New York
$478K +$8.77K +117 +2%
TCM
1587
Tradewinds Capital Management
Washington
$473K -$24.9K -332 -5%
BL
1588
BCWM LLC
Kansas
$471K
TA
1589
Tiedemann Advisors
New York
$464K +$483K +6,443 New
MIC
1590
Meridian Investment Counsel
California
$462K +$203K +2,704 +73%
BCM
1591
Becker Capital Management
Oregon
$460K
FNBSF
1592
First National Bank Sioux Falls
South Dakota
$460K
WCP
1593
Welch Capital Partners
New York
$458K
PVWM
1594
Point View Wealth Management
New Jersey
$458K +$126K +1,677 +36%
AP
1595
AHL Partners
United Kingdom
$456K -$6.05M -80,686 -93%
SCA
1596
STALEY CAPITAL ADVISERS
Pennsylvania
$456K +$15K +200 +3%
SKK
1597
Shepherd Kaplan Krochuk
Massachusetts
$455K -$344K -4,586 -42%
CRC
1598
Curi RMB Capital
Illinois
$455K -$7.12K -95 -1%
CFS
1599
Commonwealth Financial Services
West Virginia
$455K +$378K +5,043 +392%
NA
1600
Nottingham Advisors
New York
$451K -$25.3K -338 -5%

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.