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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
CI
326
Capital International
California
$26.3M +$355K +4,500 +1%
PP
327
PDT Partners
New York
$26.1M +$25.5M +323,287 New
BHC
328
Bowen Hanes & Co
Florida
$25.9M +$179K +2,267 +0.7%
JCM
329
Janney Capital Management
Pennsylvania
$25.9M +$6.18M +78,382 +32%
RCM
330
Riverhead Capital Management
Delaware
$25.9M +$683K +8,674 +3%
TCT
331
TIAA CREF Trust
Missouri
$25.7M +$244K +3,094 +1%
CAN
332
Cetera Advisor Networks
California
$25.5M +$312K +3,961 +1%
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$25.5M -$1.53M -19,411 -6%
WB
334
WesBanco Bank
West Virginia
$25.4M -$456K -5,787 -2%
OPCM
335
Osborne Partners Capital Management
California
$25.1M +$47.9K +608 +0.2%
SPC
336
Stewart & Patten Company
California
$25.1M -$411K -5,218 -2%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$24.9M +$3.7M +46,900 +18%
DL
338
Delta Lloyd
Netherlands
$24.8M +$5.08M +64,519 +27%
HHAA
339
Henry H. Armstrong Associates
Pennsylvania
$24.8M -$39.2K -498 -0.2%
Toronto Dominion Bank
340
Toronto Dominion Bank
Ontario, Canada
$24.7M -$507K -6,430 -2%
TI
341
Truepoint Inc
Ohio
$24.4M +$1.21M +15,345 +5%
CI
342
Conning Inc
Connecticut
$24.1M +$1.77M +22,523 +8%
OWD
343
Osborn Williams & Donohoe
Ohio
$23.9M -$154K -1,958 -0.7%
BF
344
BOK Financial
Oklahoma
$23.8M -$1.07M -13,620 -4%
DDC
345
DF Dent & Co
Maryland
$23.8M -$547K -6,938 -2%
YL
346
YCG LLC
Texas
$23.1M +$1.27M +16,079 +6%
SCM
347
Symons Capital Management
Pennsylvania
$22.9M -$484K -6,145 -2%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$22.9M +$595K +7,550 +3%
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$22.9M -$620K -7,862 -3%
CAM
350
Capstone Asset Management
Texas
$22.8M -$5.21M -66,075 -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.