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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
JG
1826
Jefferies Group
New York
$79K -$1.18M -15,695 -93%
SIG
1827
Stanford Investment Group
California
$79K
UFA
1828
US Financial Advisors
Massachusetts
$79K +$15K +200 +22%
LOCB
1829
Lombard Odier & Cie (Bahamas)
Bahamas
$72K
AAM
1830
American Asset Management
Florida
$72K +$75K +1,000 New
SAC
1831
Smith Affiliated Capital
New York
$71.9K
MAS
1832
Madden Advisory Services
Florida
$65K
NYLIM
1833
New York Life Investment Management
New York
$65K
HCP
1834
Holt Capital Partners
Texas
$61K
HL
1835
Harding Loevner
New Jersey
$58K
TCM
1836
TD Capital Management
Tennessee
$58K
SFG
1837
Sage Financial Group
Pennsylvania
$55K +$11.2K +150 +24%
AA
1838
Apriem Advisors
California
$54K +$18.7K +250 +50%
DIA
1839
Davidson Investment Advisors
Montana
$53K +$40.5K +540 +270%
LYV
1840
Live Your Vision
Pennsylvania
$52K +$54.3K +724 New
CFG
1841
CKW Financial Group
Hawaii
$43K -$62.9K -839 -58%
KAS
1842
Kemnay Advisory Services
New York
$43K
JAM
1843
JCIC Asset Management
Ontario, Canada
$43K +$12K +160 +37%
IMS
1844
Index Management Solutions
Pennsylvania
$40K -$102K -1,359 -71%
KCM
1845
Karp Capital Management
California
$40K +$18.2K +243 +78%
CAL
1846
Capital Advisors Ltd
Ohio
$38K -$37.1K -495 -48%
RI
1847
Redwood Investments
Massachusetts
$36K
NHFG
1848
New Harbor Financial Group
Massachusetts
$35K
IRS
1849
Invictus RG (Singapore)
Singapore
$33K -$330K -4,398 -91%
RA
1850
Rational Advisors
New York
$32K

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.