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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
VanEck Associates
301
VanEck Associates
New York
$32.1M +$31.4M +398,166 New
WBC
302
Westpac Banking Corp
Australia
$31.9M +$1.23M +15,569 +4%
Bank of Nova Scotia
303
Bank of Nova Scotia
Ontario, Canada
$31.8M -$2.06M -26,182 -6%
Natixis Advisors
304
Natixis Advisors
Massachusetts
$31.8M +$5.21M +66,102 +20%
WT
305
Whittier Trust
California
$31.3M -$759K -9,631 -2%
BKBG
306
BHF Kleinwort Benson Group
Belgium
$31.1M +$14.9M +188,588 +95%
BPBT
307
Boston Private Bank & Trust
Massachusetts
$30.6M +$5.12M +64,983 +21%
WAM
308
World Asset Management
Michigan
$30.6M -$3.89M -49,344 -12%
Fiera Capital (Canada)
309
Fiera Capital (Canada)
Quebec, Canada
$30.4M -$30.7M -389,984 -51%
ZIM
310
Zacks Investment Management
Illinois
$30.1M +$1.64M +20,778 +6%
IGIM
311
I.G. Investment Management
Manitoba, Canada
$29.8M -$11.2M -142,720 -28%
OCG
312
Opus Capital Group
Ohio
$29.3M +$3.26M +41,374 +13%
IC
313
Inverness Counsel
New York
$29M -$24K -305 -0.1%
First Trust Advisors
314
First Trust Advisors
Illinois
$29M -$3.14M -39,811 -10%
Arrowstreet Capital
315
Arrowstreet Capital
Massachusetts
$28.9M +$28.2M +358,041 New
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$28.7M +$28M +355,518 New
SC
317
Scotia Capital
Ontario, Canada
$28.3M +$1.94M +24,671 +8%
MC
318
Martin Currie
United Kingdom
$27.6M +$12.8M +162,700 +90%
1832 Asset Management
319
1832 Asset Management
Ontario, Canada
$27.6M -$65.6M -832,130 -71%
STC
320
SEI Trust Company
Pennsylvania
$27.5M +$7.28M +92,447 +37%
ACA
321
Anchor Capital Advisors
Massachusetts
$27.4M +$129K +1,634 +0.5%
MAA
322
Matrix Asset Advisors
New York
$27M +$1.78M +22,570 +7%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$26.9M -$82.5K -1,047 -0.3%
MOACM
324
Mutual of America Capital Management
New York
$26.4M -$194K -2,464 -0.7%
Calamos Advisors
325
Calamos Advisors
Illinois
$26.4M +$4.11M +52,145 +19%

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.