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Procter & Gamble

1,794 hedge funds and large institutions have $130B invested in Procter & Gamble in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 786 increasing their positions, 726 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.55B | Put options by funds: $1.63B

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

8% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 726

0.73% more ownership

Funds ownership: 60.13%60.86% (+0.73%)

0% more funds holding

Funds holding: 1,7891,794 (+5)

1% less capital invested

Capital invested by funds: $131B → $130B (-$1.58B)

12% less funds holding in top 10

Funds holding in top 10: 306270 (-36)

Holders
1,794
Holders Change
+5
Holders Change %
+0.28%
% of All Funds
51.54%
Holding in Top 10
270
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-11.76%
% of All Funds
7.76%
New
67
Increased
786
Reduced
726
Closed
52
Calls
$2.55B
Puts
$1.63B
Net Calls
+$918M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
301
Asset Management One
Japan
$32.7M -$1.17M -14,557 -3%
First Trust Advisors
302
First Trust Advisors
Illinois
$32.6M +$4.47M +55,448 +15%
TRSOTSOK
303
Teachers Retirement System of the State of Kentucky
Kentucky
$32.5M -$1.89M -23,400 -5%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$32.4M +$1.4M +17,359 +4%
SC
305
Saturna Capital
Washington
$32.2M
BPBT
306
Boston Private Bank & Trust
Massachusetts
$32.1M +$2.39M +29,646 +8%
SC
307
Scotia Capital
Ontario, Canada
$32.1M +$4.59M +56,877 +16%
Janus Henderson Group
308
Janus Henderson Group
United Kingdom
$31.6M -$353K -4,376 -1%
Natixis Advisors
309
Natixis Advisors
Massachusetts
$31.6M +$640K +7,939 +2%
NLI
310
Nippon Life Insurance
Japan
$31.5M -$1.67M -20,717 -5%
ISL
311
Ingalls & Snyder LLC
New York
$31.3M -$1.21M -15,045 -4%
NSLI
312
Nan Shan Life Insurance
Taiwan
$31.1M +$9.8M +121,489 +44%
WT
313
Whittier Trust
California
$30.7M +$169K +2,093 +0.5%
BKBG
314
BHF Kleinwort Benson Group
Belgium
$30.7M +$357K +4,429 +1%
ZIM
315
Zacks Investment Management
Illinois
$30.3M +$969K +12,015 +3%
QI
316
QV Investors
Alberta, Canada
$29.5M +$30.3M +375,850 New
CEP
317
Chicago Equity Partners
Illinois
$29.2M -$3.16M -39,195 -10%
OWD
318
Osborn Williams & Donohoe
Ohio
$29.2M +$5.14M +63,749 +22%
WAM
319
World Asset Management
Michigan
$29.1M -$723K -8,965 -2%
Two Sigma Investments
320
Two Sigma Investments
New York
$29M +$29.8M +369,277 New
CRM
321
Cramer Rosenthal McGlynn
Connecticut
$28.9M +$27.3M +338,650 +1,181%
IC
322
Inverness Counsel
New York
$28.5M +$237K +2,937 +0.8%
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$28.2M +$218K +2,700 +0.8%
Parallax Volatility Advisers
324
Parallax Volatility Advisers
California
$28.1M -$133M -1,653,015 -82%
OCG
325
Opus Capital Group
Ohio
$28M -$626K -7,768 -2%

PG Hedge Fund Activity: Q2 2014 in Review

1,794 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2014, worth a combined $130B — down 1.2% from $131B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PG positions and 52 closed out — a net gain of 15 holders — while 786 added to existing stakes and 726 trimmed.

The largest buyer was Norges Bank, adding an estimated $1.6B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.4B.

  • 1,794 institutional investors held Procter & Gamble (PG) as of Q2 2014, up from 1,789 in Q1 2014.
  • Funds reported $130B of Procter & Gamble stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 67 funds opened new Procter & Gamble positions in Q2 2014 and 52 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2014 was Norges Bank, an estimated $1.6B added.
  • The largest Procter & Gamble seller in Q2 2014 was T. Rowe Price Associates, an estimated $1.4B sold.

Based on aggregated 13F filings for Q2 2014.