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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
GL
351
GLG LLC
New York
$22.7M +$22.2M +281,822 New
PSUF
352
People's United Financial
Connecticut
$22.7M +$15.7K +199 +0.1%
KCM
353
Kames Capital Management
United Kingdom
$22.6M +$19.1M +242,522 +635%
ABC
354
Associated Banc-Corp
Wisconsin
$22.6M +$3.44M +43,712 +19%
UB
355
UMB Bank
Missouri
$22.5M +$574K +7,286 +3%
ANI
356
American National Insurance
Texas
$22.4M
VFAM
357
Valley Forge Asset Management
Pennsylvania
$22.4M -$2.25M -28,577 -9%
OC
358
Oppenheimer & Co
New York
$22.2M +$3.95M +50,181 +22%
FMW
359
Farr Miller & Washington
District of Columbia
$22.1M +$284K +3,600 +1%
NSLI
360
Nan Shan Life Insurance
Taiwan
$22.1M +$2.36M +30,000 +12%
CSIC
361
Clifford Swan Investment Counsel
California
$22.1M +$544K +6,907 +3%
LTFS
362
Ladenburg Thalmann Financial Services
Florida
$21.9M +$1.21M +15,339 +6%
CGI
363
CI Global Investments
California
$21.8M +$19.7M +250,000 +1,250%
CTC
364
Central Trust Company
Missouri
$21.5M -$51.1K -648 -0.2%
VDI
365
Vaughan David Investments
Illinois
$21.3M +$127K +1,606 +0.6%
WI
366
Wafra Inc
New York
$21.3M +$2.99M +38,000 +17%
MPI
367
Mairs & Power Inc
Minnesota
$21.2M +$4.03M +51,111 +24%
FCIM
368
Fairview Capital Investment Management
California
$21.2M +$800K +10,150 +4%
SC
369
Schulhoff & Co
Ohio
$21.1M -$201K -2,550 -1%
MSR
370
Main Street Research
Connecticut
$21.1M +$314K +3,980 +2%
Zurich Cantonal Bank
371
Zurich Cantonal Bank
Switzerland
$21.1M -$2.77M -35,105 -12%
FQ
372
First Quadrant
California
$21.1M -$1.13M -14,300 -5%
B
373
BP
United Kingdom
$21M -$1.73M -22,000 -8%
PA
374
Pinnacle Associates
New York
$20.9M -$4.99M -63,360 -20%
FIM
375
Foresters Investment Management
New York
$20.9M +$355K +4,500 +2%

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.