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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
LWA
1801
Lenox Wealth Advisors
New York
$150K -$30.7K -409 -16%
WCM
1802
Wealthcare Capital Management
Virginia
$148K +$29K +387 +23%
HSA
1803
Hussman Strategic Advisors
Maryland
$144K -$1.87M -25,000 -93%
HF
1804
Hoxton Financial
West Virginia
$144K -$2.32K -31 -2%
DA
1805
Dunvegan Associates
California
$142K +$1.8K +24 +1%
TWMP
1806
Taylor Wealth Management Partners
Massachusetts
$137K -$54.7K -730 -28%
JAM
1807
Jolley Asset Management
North Carolina
$136K
CCMW
1808
Cypress Capital Management (Wyoming)
Wyoming
$133K -$3.75K -50 -3%
RPG
1809
Risk Paradigm Group
Texas
$124K +$77K +1,027 +146%
NCMG
1810
NCM Capital Management Group
North Carolina
$122K +$26.2K +350 +26%
EMA
1811
Efficient Market Advisors
California
$119K +$48.7K +650 +65%
AIM
1812
Arcadia Investment Management
Michigan
$117K
CAL
1813
Capital Analysts LLC
Pennsylvania
$116K -$1.41M -18,765 -92%
TSU
1814
TD Securities (USA)
New York
$112K -$82.3M -1,097,201 -100%
CWM
1815
Catamount Wealth Management
Connecticut
$108K
CFN
1816
Cordasco Financial Network
Florida
$108K +$22.5K +300 +25%
LOT
1817
Lombard Odier Transatlantic
Quebec, Canada
$107K
SCP
1818
Syntal Capital Partners
Texas
$100K -$4.05K -54 -4%
SSG
1819
Summit Securities Group
New York
$94K +$97.5K +1,300 New
WA
1820
Winfield Associates
Ohio
$91K -$40.5K -540 -30%
HCM
1821
Horrell Capital Management
Arkansas
$91K
MS
1822
Marshall & Sullivan
Washington
$91K
Carson Wealth (CWM LLC)
1823
Carson Wealth (CWM LLC)
Nebraska
$91K +$95K +1,267 New
JT
1824
Jump Trading
Illinois
$87K -$117K -1,554 -58%
AWM
1825
AllSquare Wealth Management
New York
$82K -$14.6K -195 -15%

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.