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
WA
1726
WESPAC Advisors
California
$261K -$109K -1,450 -29%
FAG
1727
Financial Advisory Group
Texas
$260K -$122K -1,631 -31%
HCM
1728
Hilton Capital Management
New York
$260K
BWM
1729
Baystate Wealth Management
Massachusetts
$260K +$6.45K +86 +2%
SG
1730
Somerset Group
Minnesota
$259K
FIM
1731
Frontier Investment Management
Texas
$258K -$66.1K -882 -17%
GAM
1732
Gemmer Asset Management
California
$258K +$5.77K +77 +2%
GCAC
1733
Guardian Capital Advisors (Canada)
Ontario, Canada
$257K -$13.8K -184 -4%
RIG
1734
Renaissance Investment Group
Massachusetts
$257K
LPC
1735
Loeb Partners Corp
New York
$255K -$806K -10,750 -75%
SGK
1736
Steigerwald Gordon & Koch
Virginia
$255K -$7.35K -98 -3%
SIM
1737
Sterling Investment Management
Arizona
$254K +$75 +1 +0%
BIM
1738
Baldwin Investment Management
Pennsylvania
$253K -$17.6K -235 -6%
CFA
1739
Cahill Financial Advisors
Minnesota
$248K -$161K -2,150 -38%
BIA
1740
Biondo Investment Advisors
Pennsylvania
$248K
FWCM
1741
First Western Capital Management
California
$248K +$258K +3,444 New
AACR
1742
ACR Alpine Capital Research
Missouri
$247K +$27.8K +371 +12%
WCM Investment Management
1743
WCM Investment Management
California
$245K -$85.5K -1,140 -25%
WA
1744
Waverly Advisors
Alabama
$244K -$42.4K -566 -14%
SCM
1745
Shapiro Capital Management
Georgia
$243K +$300 +4 +0.1%
CWM
1746
Confluence Wealth Management
Oregon
$242K +$44.5K +594 +21%
WA
1747
WealthTrust-Arizona
Arizona
$240K +$225 +3 +0.1%
Edgewood Management
1748
Edgewood Management
Connecticut
$237K -$232K -3,100 -48%
HIM
1749
Hillsdale Investment Management
Ontario, Canada
$237K -$97.5K -1,300 -28%
REMPR
1750
Roof Eidam Maycock Peralta (REMP)
California
$235K

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.