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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
Dodge & Cox
451
Dodge & Cox
California
$15M +$402K +4,903 +3%
CDH
452
Charles D. Hyman
$14.9M +$655K +7,995 +5%
CCM
453
Covington Capital Management
California
$14.8M +$43.1K +526 +0.3%
SIM
454
Sentry Investment Management
Wisconsin
$14.7M -$343K -4,192 -2%
KCM
455
Kanawha Capital Management
Virginia
$14.7M +$8.11K +99 +0.1%
ADEF
456
Adams Diversified Equity Fund
Maryland
$14.7M
CNB
457
City National Bank
California
$14.7M -$457K -5,573 -3%
Pzena Investment Management
458
Pzena Investment Management
New York
$14.6M +$3.31M +40,425 +30%
MSU
459
Mizuho Securities USA
New York
$14.6M +$14.3M +173,993 New
BUB
460
BBVA USA Bancshares
Texas
$14.6M +$2.19M +26,681 +18%
SBWM
461
Sunflower Bank Wealth Management
Arizona
$14.5M +$43.8K +535 +0.3%
MCM
462
Maryland Capital Management
Maryland
$14.4M +$49.2K +601 +0.4%
OCG
463
Opus Capital Group
Ohio
$14.4M -$15.1M -183,955 -52%
CCT
464
Chemung Canal Trust
New York
$14.4M -$279K -3,401 -2%
AWA
465
ARS Wealth Advisors
Florida
$14.4M -$2.06M -25,136 -13%
NIM
466
Northeast Investment Management
Massachusetts
$14.4M +$361K +4,410 +3%
RCG
467
Ruane, Cunniff & Goldfarb
New York
$14.3M -$19.9K -243 -0.1%
WG
468
Winton Group
United Kingdom
$14.3M -$23.4M -285,865 -63%
PRA
469
Parametric Risk Advisors
Connecticut
$14.3M +$619K +7,555 +5%
NEAM
470
New England Asset Management
Connecticut
$14.2M -$746K -9,100 -5%
HIMC
471
Heritage Investors Management Corp
Maryland
$14.2M +$20.6K +251 +0.1%
PI
472
PineBridge Investments
New York
$14.1M -$8.68M -105,958 -39%
WG
473
Welch Group
Alabama
$14.1M +$459K +5,602 +3%
FFIC
474
First Fiduciary Investment Counsel
Ohio
$13.9M -$381K -4,655 -3%
GC
475
Gibson Capital
Pennsylvania
$13.9M

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.