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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
PFM
451
Parsec Financial Management
North Carolina
$14.1M -$243K -3,085 -2%
Dodge & Cox
452
Dodge & Cox
California
$14.1M -$170K -2,155 -1%
PIM
453
Perkins Investment Management
Illinois
$14.1M +$2.04M +25,829 +17%
ADEF
454
Adams Diversified Equity Fund
Maryland
$14.1M
CCM
455
Covington Capital Management
California
$14M -$56.7K -719 -0.4%
GAM
456
Gotham Asset Management
New York
$13.9M +$11.1M +141,337 +455%
SIM
457
Sentry Investment Management
Wisconsin
$13.9M +$1.21M +15,300 +10%
SBWM
458
Sunflower Bank Wealth Management
Arizona
$13.8M -$13K -165 -0.1%
CDH
459
Charles D. Hyman
$13.8M -$36.8K -467 -0.3%
CIBC World Market
460
CIBC World Market
Ontario, Canada
$13.8M +$2.03M +25,784 +18%
JAM
461
JCIC Asset Management
Ontario, Canada
$13.7M +$524K +6,650 +4%
NEAM
462
New England Asset Management
Connecticut
$13.5M -$70.9K -900 -0.5%
NIM
463
Northeast Investment Management
Massachusetts
$13.5M -$222K -2,812 -2%
GC
464
Gibson Capital
Pennsylvania
$13.4M -$473 -6 -0%
MJRIC
465
Mogy Joel R Investment Counsel
California
$13.3M +$158K +2,000 +1%
HIMC
466
Heritage Investors Management Corp
Maryland
$13.3M +$345K +4,378 +3%
HCM
467
Hengehold Capital Management
Ohio
$13.2M +$508K +6,441 +4%
MCM
468
Maryland Capital Management
Maryland
$13.2M -$1.34M -16,977 -9%
AIM
469
abrdn Investment Management
United Kingdom
$13.2M -$56.6M -718,278 -81%
CIA
470
Choate Investment Advisors
Massachusetts
$13.1M -$638K -8,100 -5%
PRA
471
Parametric Risk Advisors
Connecticut
$13.1M +$3.1M +39,329 +32%
BFM
472
Boston Financial Management
Massachusetts
$13.1M -$376K -4,769 -3%
AP
473
Atwood & Palmer
Missouri
$13.1M -$4.88K -62 -0%
AT
474
Arvest Trust
Oklahoma
$13.1M -$139K -1,770 -1%
MME
475
Meag Munich Ergo
Germany
$13.1M -$2.47M -31,325 -16%

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.