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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
FNBOO
426
First National Bank of Omaha
Nebraska
$16.8M -$196K -2,391 -1%
AMI
427
Amica Mutual Insurance
Rhode Island
$16.6M
DC
428
Deere & Company
Illinois
$16.6M -$648K -7,906 -4%
MHIC
429
Marble Harbor Investment Counsel
Massachusetts
$16.5M -$68.6K -837 -0.4%
CBN
430
Cadence Bank NA
Texas
$16.5M -$41.6K -508 -0.3%
CEP
431
Chicago Equity Partners
Illinois
$16.4M -$14.4M -175,625 -47%
PFM
432
Parsec Financial Management
North Carolina
$16.3M +$643K +7,845 +4%
Creative Planning
433
Creative Planning
Kansas
$16.3M +$2.05M +25,034 +15%
FAB
434
First American Bank
Illinois
$16.2M +$88K +1,074 +0.6%
BA
435
Boston Advisors
Massachusetts
$16.2M +$182K +2,218 +1%
CCM
436
Compass Capital Management
Minnesota
$16.2M +$115K +1,408 +0.7%
MTC
437
McDaniel Terry & Co
Texas
$16.2M -$85K -1,037 -0.5%
Parallax Volatility Advisers
438
Parallax Volatility Advisers
California
$16.1M -$13.5M -164,628 -46%
NPC
439
National Planning Corporation
California
$16.1M +$104K +1,274 +0.7%
JAM
440
Jupiter Asset Management
United Kingdom
$16M -$558K -6,808 -3%
Truist Financial
441
Truist Financial
North Carolina
$16M +$493K +6,012 +3%
BCM
442
Boltwood Capital Management
California
$15.9M -$628K -7,666 -4%
FNFDCM
443
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$15.9M +$150K +1,831 +1%
CCM
444
Chilton Capital Management
Texas
$15.9M +$141K +1,718 +0.9%
CIM
445
Calvert Investment Management
Maryland
$15.8M +$6.07M +74,112 +65%
TAM
446
Trillium Asset Management
Massachusetts
$15.3M +$2.1M +25,662 +16%
BA
447
Bennicas & Associates
California
$15.3M -$174K -2,125 -1%
CCM
448
Cadence Capital Management
Massachusetts
$15.2M +$2.35M +28,702 +19%
RMDI
449
R.M. Davis Inc
Maine
$15.2M -$1.49M -18,230 -9%
BIP
450
Brandes Investment Partners
California
$15.2M +$1.02M +12,481 +7%

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.