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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
ORIO
326
Old Republic International (ORI)
Illinois
$27.6M
STC
327
SEI Trust Company
Pennsylvania
$27.5M -$762K -9,305 -3%
CI
328
Capital International
California
$27.5M -$81.9K -1,000 -0.3%
TCT
329
TIAA CREF Trust
Missouri
$27.4M +$993K +12,125 +4%
Zurich Cantonal Bank
330
Zurich Cantonal Bank
Switzerland
$27.2M +$3.42M +41,691 +15%
CI
331
Conning Inc
Connecticut
$27.2M +$388K +4,739 +1%
MOACM
332
Mutual of America Capital Management
New York
$27.1M +$377K +4,597 +1%
HHAA
333
Henry H. Armstrong Associates
Pennsylvania
$26.9M +$1.07M +13,009 +4%
LCM
334
Logan Capital Management
Pennsylvania
$26.8M +$2.06M +25,147 +9%
CAN
335
Cetera Advisor Networks
California
$26.3M -$545K -6,655 -2%
CBOA
336
Commonwealth Bank of Australia
Australia
$26.3M +$942K +11,500 +4%
WB
337
WesBanco Bank
West Virginia
$26.3M +$199K +2,428 +0.8%
OPCM
338
Osborne Partners Capital Management
California
$26.3M +$80K +976 +0.3%
SPC
339
Stewart & Patten Company
California
$26M -$100K -1,220 -0.4%
RMCM
340
Reynders McVeigh Capital Management
Massachusetts
$25.6M +$4.02M +49,068 +19%
Calamos Advisors
341
Calamos Advisors
Illinois
$24.8M -$3.26M -39,765 -12%
DADC
342
D.A. Davidson & Co
Montana
$24.5M +$1.42M +17,353 +6%
QBFM
343
QS Batterymarch Financial Management
New York
$24.4M -$158K -1,930 -0.7%
ABC
344
Associated Banc-Corp
Wisconsin
$24.1M +$301K +3,678 +1%
FQ
345
First Quadrant
California
$24M +$180K +2,200 +0.8%
LTFS
346
Ladenburg Thalmann Financial Services
Florida
$24M +$393K +4,801 +2%
Toronto Dominion Bank
347
Toronto Dominion Bank
Ontario, Canada
$24M -$489K -5,973 -2%
Arrowstreet Capital
348
Arrowstreet Capital
Massachusetts
$23.9M -$97.6M -1,191,351 -81%
GL
349
GLG LLC
New York
$23.8M -$213K -2,597 -0.9%
WBC
350
Westpac Banking Corp
Australia
$23.8M -$12.1M -148,279 -34%

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.