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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
SCM
276
Stevens Capital Management
Pennsylvania
$39M -$5.95M -75,522 -13%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$39M -$7.88K -100 -0%
NB
278
Norinchukin Bank
Japan
$38.5M +$730K +9,258 +2%
VRS
279
Virginia Retirement Systems
Virginia
$38.4M -$1.34M -16,972 -3%
BFS
280
Bradley Foster & Sargent
Connecticut
$38.4M -$3.27M -41,464 -8%
UCFA
281
United Capital Financial Advisors
Texas
$37.8M +$1.54M +19,583 +4%
GH
282
GAM Holding
Switzerland
$37.5M +$742K +9,421 +2%
FPP
283
Findlay Park Partners
United Kingdom
$37M
MNA
284
Manning & Napier Advisors
New York
$36.5M -$2.55M -32,300 -7%
HP
285
Holowesko Partners
Bahamas
$36.4M +$35.6M +452,000 New
Connor, Clark & Lunn Investment Management (CC&L)
286
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.7M +$20.1M +255,600 +175%
CCFCSB
287
Cape Cod Five Cents Savings Bank
Massachusetts
$35.3M +$25M +317,397 +264%
TRSOTSOK
288
Teachers Retirement System of the State of Kentucky
Kentucky
$35.2M -$859K -10,900 -2%
TCM
289
Tetrem Capital Management
Manitoba, Canada
$35.1M +$376K +4,769 +1%
BOK
290
Bank of Kentucky
Kentucky
$34.9M +$1.66M +21,060 +5%
Asset Management One
291
Asset Management One
Japan
$34.3M -$1.08M -13,676 -3%
LS
292
Livforsakringsbolaget Skandia
Sweden
$34.2M +$31.1M +395,198 +1,383%
CPSAC
293
Chas P. Smith & Associates (CPS)
Florida
$34M +$943K +11,966 +3%
NLI
294
Nippon Life Insurance
Japan
$33.9M -$977K -12,401 -3%
ISL
295
Ingalls & Snyder LLC
New York
$33.3M -$373K -4,729 -1%
CEP
296
Chicago Equity Partners
Illinois
$33.1M +$642K +8,150 +2%
SC
297
Saturna Capital
Washington
$33M
Janus Henderson Group
298
Janus Henderson Group
United Kingdom
$32.8M +$5.55M +70,418 +21%
QBFM
299
QS Batterymarch Financial Management
New York
$32.4M +$3.5M +44,393 +12%
DILH
300
Dai-ichi Life Holdings
Japan
$32.4M -$2.17M -27,505 -6%

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.