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Procter & Gamble

1,783 hedge funds and large institutions have $136B invested in Procter & Gamble in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 733 increasing their positions, 776 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $3.03B | Put options by funds: $2.11B

19% more funds holding in top 10

Funds holding in top 10: 270320 (+50)

5% more capital invested

Capital invested by funds: $130B → $136B (+$6.74B)

9% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 58

1% less funds holding

Funds holding: 1,7941,783 (-11)

0.82% less ownership

Funds ownership: 60.86%60.05% (-0.82%)

6% less repeat investments, than reductions

Existing positions increased: 733 | Existing positions reduced: 776

Holders
1,783
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
51.71%
Holding in Top 10
320
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+18.52%
% of All Funds
9.28%
New
63
Increased
733
Reduced
776
Closed
58
Calls
$3.03B
Puts
$2.11B
Net Calls
+$925M
Net Calls Change
+$7.21M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
276
United Capital Financial Advisors
Texas
$39.2M -$118K -1,436 -0.3%
URS
277
Utah Retirement Systems
Utah
$39.2M -$90.1K -1,100 -0.2%
First Trust Advisors
278
First Trust Advisors
Illinois
$38.1M +$3.3M +40,225 +10%
NB
279
Norinchukin Bank
Japan
$38.1M +$639K +7,797 +2%
BOK
280
Bank of Kentucky
Kentucky
$37.5M +$55.3K +675 +0.2%
BFS
281
Bradley Foster & Sargent
Connecticut
$37.4M -$1.3M -15,885 -3%
SC
282
Scotia Capital
Ontario, Canada
$36.9M +$2.65M +32,325 +8%
Connor, Clark & Lunn Investment Management (CC&L)
283
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.9M -$5.81M -70,900 -14%
Asset Management One
284
Asset Management One
Japan
$36.8M +$1.87M +22,812 +6%
MNA
285
Manning & Napier Advisors
New York
$36.7M -$1.02M -12,403 -3%
LOAMS
286
Lombard Odier Asset Management (Switzerland)
Switzerland
$36.7M +$34.3M +418,405 +2,207%
CCFCSB
287
Cape Cod Five Cents Savings Bank
Massachusetts
$36.7M -$492K -6,006 -1%
SCM
288
SKBA Capital Management
California
$36.5M +$12.3M +149,700 +52%
AAF
289
Andra AP-fonden
Sweden
$36.2M -$10.1M -122,900 -22%
MIH
290
Madison Investment Holdings
Wisconsin
$35.9M +$9.93M +121,198 +39%
QI
291
QV Investors
Alberta, Canada
$35.4M +$3.88M +47,350 +13%
BPBT
292
Boston Private Bank & Trust
Massachusetts
$34.6M +$367K +4,485 +1%
TRSOTSOK
293
Teachers Retirement System of the State of Kentucky
Kentucky
$34.6M
NLI
294
Nippon Life Insurance
Japan
$34.4M +$851K +10,386 +3%
GH
295
GAM Holding
Switzerland
$34.4M -$1.12M -13,635 -3%
SC
296
Saturna Capital
Washington
$34.3M
LS
297
Livforsakringsbolaget Skandia
Sweden
$34M -$1.76M -21,500 -5%
BKBG
298
BHF Kleinwort Benson Group
Belgium
$33.7M +$968K +11,810 +3%
ZIM
299
Zacks Investment Management
Illinois
$33.5M +$1.17M +14,247 +4%
ISL
300
Ingalls & Snyder LLC
New York
$33.3M -$5.41K -66 -0%

PG Hedge Fund Activity: Q3 2014 in Review

1,783 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2014, worth a combined $136B — up 5.2% from $130B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PG positions and 58 closed out — a net gain of 5 holders — while 733 added to existing stakes and 776 trimmed.

The largest buyer was Vanguard Group, adding an estimated $305M. The largest seller was Norges Bank, cutting an estimated $1.68B.

  • 1,783 institutional investors held Procter & Gamble (PG) as of Q3 2014, down from 1,794 in Q2 2014.
  • Funds reported $136B of Procter & Gamble stock for Q3 2014, up 5.2% quarter-over-quarter.
  • 63 funds opened new Procter & Gamble positions in Q3 2014 and 58 closed out, a net change of +5 holders.
  • The largest Procter & Gamble buyer in Q3 2014 was Vanguard Group, an estimated $305M added.
  • The largest Procter & Gamble seller in Q3 2014 was Norges Bank, an estimated $1.68B sold.

Based on aggregated 13F filings for Q3 2014.