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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
KRS
401
Kentucky Retirement Systems
Kentucky
$18.1M +$26.2K +333 +0.1%
MWAC
402
Mariner Wealth Advisors (Cincinnati)
Ohio
$18.1M +$771K +9,781 +5%
Bessemer Group
403
Bessemer Group
New Jersey
$18M -$830K -10,533 -5%
NB
404
NBT Bank
New York
$18M -$187K -2,379 -1%
CPIM
405
Columbia Partners Investment Management
Virginia
$17.9M +$286K +3,632 +2%
PWLP
406
Prio Wealth Limited Partnership
Massachusetts
$17.7M -$1.5M -18,979 -8%
DJSG
407
D.J. St. Germain
Massachusetts
$17.7M -$817K -10,372 -5%
FCAM
408
F&C Asset Management
United Kingdom
$17.7M +$39.2K +498 +0.2%
PI
409
PineBridge Investments
New York
$17.6M +$4.49M +56,938 +35%
WFMPM
410
Woodley Farra Manion Portfolio Management
Indiana
$17.6M -$352K -4,470 -2%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$17.3M -$315K -4,000 -2%
PL
412
Parthenon LLC
Kentucky
$17.1M -$276K -3,500 -2%
CIS
413
Capital International Sarl
California
$17.1M +$31.5K +400 +0.2%
Select Equity Group
414
Select Equity Group
New York
$16.6M -$369K -4,682 -2%
MIM
415
Martin Investment Management
Florida
$16.6M +$259K +3,286 +2%
PAS
416
Professional Advisory Services
Florida
$16.6M +$699K +8,870 +5%
RMDI
417
R.M. Davis Inc
Maine
$16.5M -$399K -5,059 -2%
FNBOO
418
First National Bank of Omaha
Nebraska
$16.4M +$450K +5,708 +3%
CTI
419
Community Trust & Investment
Kentucky
$16.4M +$3.43M +43,484 +27%
AIA
420
Avalon Investment & Advisory
Texas
$16.4M -$436K -5,536 -3%
DC
421
Deere & Company
Illinois
$16.3M -$2.91M -36,887 -15%
PI
422
Placemark Investments
Illinois
$16.2M -$4.95M -62,828 -24%
KIA
423
KCM Investment Advisors
California
$16.1M +$1.02M +12,985 +7%
CCM
424
Chilton Capital Management
Texas
$16.1M -$33.2K -421 -0.2%
JAM
425
Jupiter Asset Management
United Kingdom
$16M -$32.1K -407 -0.2%

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.