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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
FCIM
351
Fairview Capital Investment Management
California
$23.6M +$640K +7,805 +3%
PI
352
Placemark Investments
Illinois
$23.6M +$5.62M +68,562 +32%
MPI
353
Mairs & Power Inc
Minnesota
$23.5M +$239K +2,919 +1%
FTIOP
354
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.5M +$977K +11,919 +4%
FMW
355
Farr Miller & Washington
District of Columbia
$23.4M +$178K +2,178 +0.8%
ANI
356
American National Insurance
Texas
$23.3M
SCM
357
Symons Capital Management
Pennsylvania
$22.9M -$1.28M -15,640 -5%
KCM
358
Kames Capital Management
United Kingdom
$22.9M -$54.9K -670 -0.2%
BF
359
BOK Financial
Oklahoma
$22.6M -$2.12M -25,834 -9%
CSIC
360
Clifford Swan Investment Counsel
California
$22.5M -$162K -1,982 -0.7%
SC
361
Schulhoff & Co
Ohio
$22.3M -$292K -3,561 -1%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$22.3M -$204K -2,484 -0.9%
VDI
363
Vaughan David Investments
Illinois
$22.3M +$263K +3,212 +1%
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$22.2M -$1.88M -22,990 -8%
MSR
365
Main Street Research
Connecticut
$22.1M +$77K +940 +0.4%
Natixis Advisors
366
Natixis Advisors
Massachusetts
$22M -$11.4M -138,757 -35%
BHC
367
Bowen Hanes & Co
Florida
$22M -$4.73M -57,687 -18%
PA
368
Pinnacle Associates
New York
$21.9M +$235K +2,869 +1%
DDC
369
DF Dent & Co
Maryland
$21.9M -$649K -7,917 -3%
CTB
370
Country Trust Bank
Illinois
$21.8M +$108K +1,313 +0.5%
LCS
371
Levin Capital Strategies
New York
$21.7M -$32.1M -391,871 -60%
CTC
372
Central Trust Company
Missouri
$21.6M -$318K -3,880 -1%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$21.4M +$2.81M +34,292 +15%
Fiera Capital (Canada)
374
Fiera Capital (Canada)
Quebec, Canada
$21.2M +$6.38M +77,907 +44%
FBNAT
375
FirstMerit Bank N.A. Trustee
Ohio
$21.1M +$340K +4,148 +2%

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.