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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
WT
301
Whittier Trust
California
$33.1M +$382K +4,659 +1%
OI
302
Oakbrook Investments
Illinois
$33M -$31M -378,028 -49%
WAM
303
World Asset Management
Michigan
$33M +$1.92M +23,489 +6%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$32.3M -$2.16M -26,307 -6%
IC
305
Inverness Counsel
New York
$32.1M +$1.7M +20,772 +6%
Janus Henderson Group
306
Janus Henderson Group
United Kingdom
$32M -$1.62M -19,797 -5%
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$30.9M -$119M -1,446,534 -80%
NMERB
308
New Mexico Educational Retirement Board
New Mexico
$30.3M +$254K +3,100 +0.9%
OWD
309
Osborn Williams & Donohoe
Ohio
$29.9M -$248K -3,022 -0.8%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$29.7M +$735K +8,976 +3%
JCM
311
Janney Capital Management
Pennsylvania
$29.7M +$1.03M +12,607 +4%
DILH
312
Dai-ichi Life Holdings
Japan
$29.7M +$199K +2,434 +0.7%
PTC
313
Philadelphia Trust Company
Pennsylvania
$29.4M +$389K +4,752 +1%
PP
314
PDT Partners
New York
$29.3M +$10.2M +124,479 +55%
B
315
BP
United Kingdom
$29.2M +$3.28M +40,000 +13%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$28.9M +$1.29M +15,692 +5%
MC
317
Martin Currie
United Kingdom
$28.9M +$336K +4,100 +1%
ACA
318
Anchor Capital Advisors
Massachusetts
$28.8M -$129K -1,570 -0.5%
PSUF
319
People's United Financial
Connecticut
$28.8M +$944K +11,521 +3%
YL
320
YCG LLC
Texas
$28.6M +$1.33M +16,213 +5%
1832 Asset Management
321
1832 Asset Management
Ontario, Canada
$28.3M -$1.01M -12,337 -4%
TI
322
Truepoint Inc
Ohio
$28.1M +$83.9K +1,024 +0.3%
MAA
323
Matrix Asset Advisors
New York
$28M -$61K -744 -0.2%
NSLI
324
Nan Shan Life Insurance
Taiwan
$28M -$5.01M -61,200 -15%
PIM
325
Perkins Investment Management
Illinois
$27.8M +$3.55M +43,266 +15%

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.