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Procter & Gamble

1,794 hedge funds and large institutions have $130B invested in Procter & Gamble in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 786 increasing their positions, 726 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.55B | Put options by funds: $1.63B

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

8% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 726

0.73% more ownership

Funds ownership: 60.13%60.86% (+0.73%)

0% more funds holding

Funds holding: 1,7891,794 (+5)

1% less capital invested

Capital invested by funds: $131B → $130B (-$1.58B)

12% less funds holding in top 10

Funds holding in top 10: 306270 (-36)

Holders
1,794
Holders Change
+5
Holders Change %
+0.28%
% of All Funds
51.54%
Holding in Top 10
270
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-11.76%
% of All Funds
7.76%
New
67
Increased
786
Reduced
726
Closed
52
Calls
$2.55B
Puts
$1.63B
Net Calls
+$918M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
ARS Wealth Advisors
Florida
$15.5M +$15.5M +192,074 +3,957%
DCM
452
Donaldson Capital Management
Indiana
$15.3M +$621K +7,696 +4%
MTC
453
McDaniel Terry & Co
Texas
$15.3M +$260K +3,228 +2%
FAB
454
First American Bank
Illinois
$15.1M +$39.8K +494 +0.3%
CCM
455
Compass Capital Management
Minnesota
$15.1M +$483K +5,988 +3%
BA
456
Boston Advisors
Massachusetts
$15M -$65.3K -810 -0.4%
CCP
457
Clarkston Capital Partners
Michigan
$15M +$4.49M +55,693 +41%
NPC
458
National Planning Corporation
California
$15M +$831K +10,311 +6%
FNFDCM
459
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.8M +$420K +5,209 +3%
CCM
460
Chilton Capital Management
Texas
$14.8M -$892K -11,063 -6%
PFM
461
Parsec Financial Management
North Carolina
$14.7M +$917K +11,372 +6%
BA
462
Bennicas & Associates
California
$14.5M -$439K -5,450 -3%
Truist Financial
463
Truist Financial
North Carolina
$14.5M -$150K -1,862 -1%
WI
464
Wafra Inc
New York
$14.5M -$6.5M -80,600 -30%
NG
465
NatWest Group
United Kingdom
$14.3M -$169K -2,093 -1%
CNB
466
City National Bank
California
$14.2M +$2.36M +29,242 +19%
TMAM
467
Tokio Marine Asset Management
Japan
$14.2M +$175K +2,169 +1%
SIM
468
Sentry Investment Management
Wisconsin
$14.1M +$615K +7,630 +4%
CCM
469
Covington Capital Management
California
$14.1M +$218K +2,709 +2%
NEAM
470
New England Asset Management
Connecticut
$14M +$867K +10,750 +6%
ESBC
471
E.S. Barr & Co
Kentucky
$14M -$242K -3,004 -2%
KCM
472
Kanawha Capital Management
Virginia
$13.8M -$214K -2,652 -1%
Fiera Capital (Canada)
473
Fiera Capital (Canada)
Quebec, Canada
$13.8M -$16.2M -201,381 -53%
CCT
474
Chemung Canal Trust
New York
$13.8M -$37.1K -460 -0.3%
CII
475
Capital International Inc
California
$13.8M -$774K -9,600 -5%

PG Hedge Fund Activity: Q2 2014 in Review

1,794 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2014, worth a combined $130B — down 1.2% from $131B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PG positions and 52 closed out — a net gain of 15 holders — while 786 added to existing stakes and 726 trimmed.

The largest buyer was Norges Bank, adding an estimated $1.6B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.4B.

  • 1,794 institutional investors held Procter & Gamble (PG) as of Q2 2014, up from 1,789 in Q1 2014.
  • Funds reported $130B of Procter & Gamble stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 67 funds opened new Procter & Gamble positions in Q2 2014 and 52 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2014 was Norges Bank, an estimated $1.6B added.
  • The largest Procter & Gamble seller in Q2 2014 was T. Rowe Price Associates, an estimated $1.4B sold.

Based on aggregated 13F filings for Q2 2014.