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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
ACM
376
Academy Capital Management
Texas
$20.9M +$148K +1,811 +0.7%
PI
377
Putnam Investments
Massachusetts
$20.7M -$32.4M -395,113 -62%
BCM
378
Bridgeway Capital Management
Texas
$20.6M -$224K -2,730 -1%
PP
379
Prospector Partners
Connecticut
$20.6M -$1.14M -13,900 -5%
EAM
380
Edge Asset Management
Washington
$20.3M -$20.5K -250 -0.1%
CAM
381
Capstone Asset Management
Texas
$20.3M +$282K +3,444 +1%
DAM
382
Delta Asset Management
Tennessee
$20.2M +$148K +1,805 +0.8%
SAM
383
Securian Asset Management
Minnesota
$20.1M -$118K -1,440 -0.6%
EB
384
Eastern Bank
Massachusetts
$20M +$288K +3,520 +1%
BAM
385
Barrett Asset Management
New York
$19.8M -$445K -5,435 -2%
Select Equity Group
386
Select Equity Group
New York
$19.8M +$438K +5,340 +2%
ZIC
387
ZWJ Investment Counsel
Georgia
$19.8M +$931K +11,362 +5%
GIM
388
Grassi Investment Management
California
$19.7M +$70.5K +861 +0.4%
WPC
389
Waters Parkerson & Co
Louisiana
$19.6M +$145K +1,770 +0.8%
JMFC
390
J.M. Forbes & Co
Massachusetts
$19.6M -$85.3K -1,041 -0.4%
Jacobs Levy Equity Management
391
Jacobs Levy Equity Management
New Jersey
$19.6M -$270K -3,300 -1%
OC
392
Oppenheimer & Co
New York
$19.6M +$1.45M +17,656 +8%
CTI
393
Community Trust & Investment
Kentucky
$19.6M +$515K +6,280 +3%
GI
394
GAMCO Investors
Connecticut
$19.6M -$197K -2,400 -1%
WSFS
395
Wilmington Savings Fund Society
Delaware
$19.4M -$171K -2,084 -0.9%
CFB
396
Cullen/Frost Bankers
Texas
$19.4M -$527K -6,426 -3%
MIS
397
Morningstar Investment Services
Illinois
$19.1M +$2.35M +28,730 +14%
AAM
398
Advisors Asset Management
Colorado
$19M +$4.3M +52,486 +30%
WFMPM
399
Woodley Farra Manion Portfolio Management
Indiana
$18.8M +$508K +6,204 +3%
Lazard Asset Management
400
Lazard Asset Management
New York
$18.8M +$306K +3,735 +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.