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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
AMI
426
Amica Mutual Insurance
Rhode Island
$15.9M -$2.89M -36,714 -16%
HCM
427
Howland Capital Management
Massachusetts
$15.9M +$529K +6,718 +4%
MHIC
428
Marble Harbor Investment Counsel
Massachusetts
$15.9M -$4.57K -58 -0%
CBN
429
Cadence Bank NA
Texas
$15.8M -$223K -2,828 -1%
BA
430
Boston Advisors
Massachusetts
$15.5M +$51.1K +649 +0.3%
FAB
431
First American Bank
Illinois
$15.5M +$141K +1,788 +0.9%
MTC
432
McDaniel Terry & Co
Texas
$15.4M +$116K +1,476 +0.8%
BCM
433
Boltwood Capital Management
California
$15.4M +$164K +2,085 +1%
BA
434
Bennicas & Associates
California
$15.3M +$193K +2,450 +1%
DCM
435
Donaldson Capital Management
Indiana
$15M +$861K +10,933 +6%
Truist Financial
436
Truist Financial
North Carolina
$15M -$809K -10,264 -5%
CCM
437
Compass Capital Management
Minnesota
$15M +$759K +9,629 +5%
RCG
438
Ruane, Cunniff & Goldfarb
New York
$14.9M +$30.7K +390 +0.2%
Cambridge Investment Research Advisors
439
Cambridge Investment Research Advisors
Iowa
$14.9M +$857K +10,879 +6%
CII
440
Capital International Inc
California
$14.9M -$827K -10,500 -5%
NG
441
NatWest Group
United Kingdom
$14.8M -$20.3M -257,162 -58%
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
$14.8M -$35.5M -450,032 -71%
FNFDCM
443
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.8M -$832K -10,553 -5%
ESBC
444
E.S. Barr & Co
Kentucky
$14.6M -$860K -10,915 -6%
NPC
445
National Planning Corporation
California
$14.5M -$800K -10,148 -5%
KCM
446
Kanawha Capital Management
Virginia
$14.4M -$177K -2,247 -1%
TMAM
447
Tokio Marine Asset Management
Japan
$14.4M -$940K -11,929 -6%
B
448
Barings
North Carolina
$14.3M -$1.89M -24,000 -12%
ZIC
449
ZWJ Investment Counsel
Georgia
$14.2M +$117K +1,487 +0.9%
CCT
450
Chemung Canal Trust
New York
$14.2M +$86.6K +1,099 +0.6%

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.