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Procter & Gamble

1,788 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 744 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $1.56B

13% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 71

0.19% less ownership

Funds ownership: 60.32%60.13% (-0.19%)

0% less funds holding

Funds holding: 1,7961,788 (-8)

1% less capital invested

Capital invested by funds: $133B → $131B (-$1.8B)

6% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 789

11% less funds holding in top 10

Funds holding in top 10: 344306 (-38)

Holders
1,788
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.63%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
744
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Aperio Group
California
$57.7M +$56.4M +716,082 New
EIM
227
ExxonMobil Investment Management
Texas
$57.2M +$198K +2,513 +0.4%
IRF
228
IBM Retirement Fund
New York
$56.9M -$30.6M -388,057 -35%
HCM
229
Highbridge Capital Management
New York
$56.2M +$6.7M +84,976 +14%
CB
230
Cooke & Bieler
Pennsylvania
$55M -$1.25M -15,878 -2%
KCM
231
Kornitzer Capital Management
Kansas
$54.4M +$1.21M +15,394 +2%
HCM
232
Holland Capital Management
Illinois
$53.3M +$19.1M +241,949 +58%
PIA
233
Piedmont Investment Advisors
North Carolina
$53.1M +$3.13M +39,698 +6%
Stifel Financial
234
Stifel Financial
Missouri
$53M +$51.9M +658,016 New
SAM
235
Shell Asset Management
Netherlands
$52.5M +$563K +7,141 +1%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$52.2M -$268K -3,403 -0.5%
Royal London Asset Management
237
Royal London Asset Management
United Kingdom
$51.9M -$1.38M -17,504 -3%
OTPPB
238
Ontario Teachers' Pension Plan Board
Ontario, Canada
$51.4M -$7.96M -100,963 -14%
SAM
239
Sentinel Asset Management
Vermont
$51.3M -$394K -5,000 -0.8%
MVIP
240
Mar Vista Investment Partners
California
$50.7M +$2.18M +27,670 +5%
KFC
241
Klingenstein Fields & Co
New York
$50.7M -$9.77M -124,019 -16%
ProShare Advisors
242
ProShare Advisors
Maryland
$50.1M +$3.47M +44,043 +8%
LCS
243
Levin Capital Strategies
New York
$50.1M +$34.3M +434,662 +233%
B
244
Baird
Wisconsin
$50M +$2.03M +25,821 +4%
1IC
245
1919 Investment Counsel
Maryland
$49.4M -$380K -4,821 -0.8%
CP
246
Coho Partners
Pennsylvania
$48.7M +$5.32M +67,473 +13%
CA
247
Cullinan Associates
Kentucky
$48.6M +$648K +8,224 +1%
M&T Bank
248
M&T Bank
New York
$47.7M -$2.06M -26,157 -4%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$47.3M +$4.32M +54,783 +10%
CLOS
250
Compagnie Lombard Odier SCmA
Switzerland
$47.2M -$898K -11,391 -2%

PG Hedge Fund Activity: Q1 2014 in Review

1,788 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2014, worth a combined $131B — down 1.4% from $133B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PG positions and 71 closed out — a net gain of 9 holders — while 744 added to existing stakes and 789 trimmed.

The largest buyer was Capital World Investors, adding an estimated $341M. The largest seller was State Street, cutting an estimated $794M.

  • 1,788 institutional investors held Procter & Gamble (PG) as of Q1 2014, down from 1,796 in Q4 2013.
  • Funds reported $131B of Procter & Gamble stock for Q1 2014, down 1.4% quarter-over-quarter.
  • 80 funds opened new Procter & Gamble positions in Q1 2014 and 71 closed out, a net change of +9 holders.
  • The largest Procter & Gamble buyer in Q1 2014 was Capital World Investors, an estimated $341M added.
  • The largest Procter & Gamble seller in Q1 2014 was State Street, an estimated $794M sold.

Based on aggregated 13F filings for Q1 2014.