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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
FIM
401
Foresters Investment Management
New York
$18.7M
KIA
402
KCM Investment Advisors
California
$18.7M +$493K +6,014 +3%
VFAM
403
Valley Forge Asset Management
Pennsylvania
$18.7M -$3.17M -38,669 -15%
MME
404
Meag Munich Ergo
Germany
$18.5M -$1.55M -18,910 -8%
IAM
405
Impax Asset Management
New Hampshire
$18.5M +$5.2M +63,439 +40%
MWAC
406
Mariner Wealth Advisors (Cincinnati)
Ohio
$18.4M +$155K +1,887 +0.9%
AF
407
Ally Financial
Michigan
$18.4M
CIS
408
Capital International Sarl
California
$17.9M +$385K +4,700 +2%
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$17.9M +$968K +11,816 +6%
PL
410
Parthenon LLC
Kentucky
$17.8M +$230K +2,809 +1%
PWLP
411
Prio Wealth Limited Partnership
Massachusetts
$17.6M -$241K -2,947 -1%
KRS
412
Kentucky Retirement Systems
Kentucky
$17.6M +$17.3M +210,646 New
MVIP
413
Mar Vista Investment Partners
California
$17.6M -$855K -10,429 -5%
LSERS
414
Louisiana State Employees Retirement System
Louisiana
$17.4M -$369K -4,500 -2%
CCP
415
Clarkston Capital Partners
Michigan
$17.4M +$1.33M +16,201 +8%
DJSG
416
D.J. St. Germain
Massachusetts
$17.4M -$349K -4,261 -2%
PAS
417
Professional Advisory Services
Florida
$17.3M -$185K -2,257 -1%
AIA
418
Avalon Investment & Advisory
Texas
$17.3M +$24.4K +298 +0.1%
MIM
419
Martin Investment Management
Florida
$17.3M -$130K -1,592 -0.8%
HCM
420
Howland Capital Management
Massachusetts
$17.3M +$634K +7,736 +4%
CPIM
421
Columbia Partners Investment Management
Virginia
$17.1M -$850K -10,372 -5%
ST
422
Spot Trading
Illinois
$17M +$3.42M +41,781 +26%
NB
423
NBT Bank
New York
$17M -$618K -7,542 -4%
DCM
424
Donaldson Capital Management
Indiana
$17M +$665K +8,110 +4%
QI
425
QS Investors
New York
$16.9M -$893K -10,900 -5%

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.