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
TIM
1626
Tortoise Investment Management
New York
$413K -$11.2K -150 -3%
MAA
1627
Mraz Amerine & Associates
California
$409K +$11.5K +154 +3%
TT
1628
Tiedemann Trust
Delaware
$408K -$620K -8,267 -59%
FPA
1629
Fieldpoint Private Advisors
New York
$405K
EWM
1630
Evermay Wealth Management
Virginia
$402K -$41.8K -558 -9%
CEI
1631
Clark Estates Inc
New York
$401K
BWFA
1632
Baltimore-Washington Financial Advisors
Maryland
$400K +$11K +147 +3%
DHFB
1633
Dixon Hubard Feinour & Brown
Virginia
$398K +$1.88K +25 +0.5%
CFA
1634
Capstone Financial Advisors
Illinois
$394K -$112K -1,496 -21%
MAM
1635
Mastrapasqua Asset Management
Tennessee
$392K -$4.87K -65 -1%
PAA
1636
Peregrine Asset Advisers
Oregon
$388K -$3.9M -51,965 -91%
Aristotle Capital Management
1637
Aristotle Capital Management
California
$385K
AWA
1638
Arete Wealth Advisors
Illinois
$381K +$85.7K +1,143 +28%
SMG
1639
Spectrum Management Group
Indiana
$377K +$11.2K +150 +3%
BFA
1640
Beaumont Financial Advisors
Massachusetts
$370K
CS
1641
Comerica Securities
Michigan
$370K +$64.5K +860 +20%
CPA
1642
Capital Planning Advisors
California
$370K +$70.3K +937 +22%
PCMI
1643
Paradigm Capital Management Inc
New York
$369K
FWM
1644
Focused Wealth Management
New York
$369K +$4.5K +60 +1%
CAW
1645
Cornerstone Advisors (Washington)
Washington
$368K -$42.8K -571 -10%
HWA
1646
Heritage Wealth Advisors
Virginia
$368K +$23.2K +310 +6%
HHGA
1647
Halbert Hargrove Global Advisors
California
$367K -$118K -1,578 -24%
MC
1648
Montag & Caldwell
Georgia
$361K -$3.37K -45 -0.9%
PC
1649
Palo Capital
California
$361K +$64.5K +860 +21%
WHG
1650
Westwood Holdings Group
Texas
$360K

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.