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
GHF
1776
Good Harbor Financial
Illinois
$214K +$223K +2,970 New
Pacer Advisors
1777
Pacer Advisors
Pennsylvania
$213K
DSN
1778
D. Scott Neal
Kentucky
$212K
AA
1779
ALPS Advisors
Colorado
$211K -$1.77M -23,586 -7%
GI
1780
Gradient Investments
Minnesota
$211K +$30K +400 +16%
SCP
1781
Seizert Capital Partners
Michigan
$208K
CCS
1782
Crosspoint Capital Strategies
California
$207K -$2.55K -34 -1%
VAM
1783
Verity Asset Management
North Carolina
$207K +$9.37K +125 +5%
PCMK
1784
Paragon Capital Management (Kansas)
Kansas
$205K +$2.17K +29 +1%
HC
1785
Hendley & Co
Ohio
$204K
ICM
1786
IMS Capital Management
Oregon
$203K +$211K +2,815 New
SFU
1787
Stonehage Fleming (UK)
United Kingdom
$202K
CPA
1788
Cowen Prime Advisors
New York
$199K -$2.2M -29,405 -91%
BCM
1789
Blume Capital Management
California
$196K
USGIU
1790
U.S. Global Investors (USGI)
Texas
$194K
AWS
1791
Aris Wealth Services
Pennsylvania
$193K -$202K -2,688 -50%
CHP
1792
Cable Hill Partners
Oregon
$189K -$23.2K -309 -11%
Cohen & Steers
1793
Cohen & Steers
New York
$187K -$52.5K -700 -21%
DOA
1794
D'Orazio & Associates
Virginia
$180K +$6.3K +84 +4%
SFWA
1795
Summit Financial Wealth Advisors
Louisiana
$180K +$50.6K +675 +37%
SHJ
1796
Sharkey, Howes & Javer
Colorado
$178K
WAS
1797
Winch Advisory Services
Wisconsin
$173K +$1.5K +20 +0.8%
IWC
1798
Integrated Wealth Counsel
California
$165K
RAM
1799
Riggs Asset Management
Pennsylvania
$158K -$11.2K -150 -6%
SEC
1800
Seven Eight Capital
New York
$158K +$150K +2,000 +1,000%

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.