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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
N
1851
Nuveen
North Carolina
$31.8K -$3.67M -48,913 -10%
FMA
1852
FNY Managed Accounts
New York
$28.8K +$30K +400 New
TJHA
1853
Thomas J. Herzfeld Advisors
Florida
$28K +$12.9K +172 +77%
RCG
1854
Ruggie Capital Group
Florida
$25K -$10.2K -136 -30%
IF
1855
Ironwood Financial
Arizona
$25K +$225 +3 +0.9%
JIR
1856
James Investment Research
Ohio
$22K -$386K -5,150 -94%
CWM
1857
Cranbrook Wealth Management
Michigan
$20K
GXMC
1858
Global X Management Company
New York
$20K +$1.35K +18 +7%
SGC
1859
South Georgia Capital
Illinois
$19K -$67.5K -900 -78%
GCM
1860
Grisanti Capital Management
New York
$18K
BCI
1861
Brinker Capital Investments
Pennsylvania
$17K
LWA
1862
Lowe Wealth Advisors
Maryland
$15K +$5.32K +71 +54%
CGH
1863
Cleary Gull Holdings
Wisconsin
$14K -$112K -1,500 -88%
SFPIA
1864
Stevens First Principles Investment Advisors
California
$14K
FNBOO
1865
First National Bank of Omaha
Nebraska
$14K +$1.02M +13,652 +8%
CFA
1866
Camarda Financial Advisors
Florida
$12K
ICOM
1867
Investment Counselors of Maryland
Maryland
$12K
BCMIO
1868
Beacon Capital Management Inc (Ohio)
Ohio
$9K
FMP
1869
Financial Management Professionals
Texas
$9K
FIG
1870
Fusion Investment Group
Pennsylvania
$9K +$9.3K +124 New
TCM
1871
Tanaka Capital Management
New York
$8K
FNYS
1872
First New York Securities
New York
$7.19K +$7.5K +100 New
FA
1873
Financial Advantage
Maryland
$7K
RBC
1874
Roble Belko & Company
Pennsylvania
$7K
MIM
1875
Macroview Investment Management
Maryland
$6K

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.