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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
SPC
351
Stewart & Patten Company
California
$24.5M +$3.39K +42 +0%
B
352
BP
United Kingdom
$24.3M +$3.95M +49,000 +19%
HHAA
353
Henry H. Armstrong Associates
Pennsylvania
$24.2M +$25.8K +320 +0.1%
MIH
354
Madison Investment Holdings
Wisconsin
$24.2M +$4.05M +50,183 +20%
CBOA
355
Commonwealth Bank of Australia
Australia
$23.8M -$35.8M -444,573 -59%
BF
356
BOK Financial
Oklahoma
$23.3M +$17.7K +220 +0.1%
LCM
357
Logan Capital Management
Pennsylvania
$23.2M +$14M +173,686 +143%
QBFM
358
QS Batterymarch Financial Management
New York
$23.1M -$8.8M -109,121 -27%
SCM
359
Symons Capital Management
Pennsylvania
$22.7M +$402K +4,990 +2%
Toronto Dominion Bank
360
Toronto Dominion Bank
Ontario, Canada
$22.7M -$584K -7,247 -2%
PIM
361
Perkins Investment Management
Illinois
$22.7M +$9.12M +113,157 +65%
SMDAM
362
Sumitomo Mitsui DS Asset Management
Japan
$22.6M -$2.27M -28,189 -9%
GL
363
GLG LLC
New York
$22.5M +$403K +5,000 +2%
SCM
364
SKBA Capital Management
California
$22.5M +$23.1M +286,240 New
FQ
365
First Quadrant
California
$22.4M +$1.9M +23,598 +9%
ABC
366
Associated Banc-Corp
Wisconsin
$22.3M +$346K +4,294 +2%
Zurich Cantonal Bank
367
Zurich Cantonal Bank
Switzerland
$22.2M +$1.73M +21,394 +8%
Nomura Holdings
368
Nomura Holdings
Japan
$22.2M -$204M -2,530,741 -90%
LTFS
369
Ladenburg Thalmann Financial Services
Florida
$22.2M +$863K +10,701 +4%
ANI
370
American National Insurance
Texas
$21.9M
MPI
371
Mairs & Power Inc
Minnesota
$21.9M +$1.2M +14,910 +6%
FMW
372
Farr Miller & Washington
District of Columbia
$21.8M +$225K +2,788 +1%
DADC
373
D.A. Davidson & Co
Montana
$21.7M +$2.45M +30,432 +12%
CGI
374
CI Global Investments
California
$21.6M +$403K +5,000 +2%
PI
375
PineBridge Investments
New York
$21.6M +$4.51M +55,875 +26%

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.