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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
BA
26
BlackRock Advisors
Delaware
$1.02B -$14.9M -184,821 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$969M -$8.79M -109,044 -0.9%
UBS AM
28
UBS AM
Illinois
$919M +$9.44M +117,112 +1%
Deutsche Bank
29
Deutsche Bank
Germany
$852M -$47M -582,302 -5%
Goldman Sachs
30
Goldman Sachs
New York
$800M -$56.9M -705,858 -6%
Invesco
31
Invesco
Georgia
$732M -$118M -1,462,482 -14%
Franklin Resources
32
Franklin Resources
California
$706M -$673K -8,348 -0.1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$675M -$9.53M -118,234 -1%
IG
34
ING Group
Netherlands
$670M +$431M +5,347,686 +168%
Capital Research Global Investors
35
Capital Research Global Investors
California
$658M +$143M +1,772,400 +27%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$627M -$11.7M -145,452 -2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$627M +$7.97M +98,895 +1%
CRC
38
Cedar Rock Capital
United Kingdom
$601M +$133M +1,645,074 +27%
AllianceBernstein
39
AllianceBernstein
Tennessee
$599M -$26M -322,667 -4%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$598M +$35.4M +438,862 +6%
Fisher Asset Management
41
Fisher Asset Management
Washington
$597M +$10M +124,124 +2%
Charles Schwab
42
Charles Schwab
California
$585M +$28M +347,098 +5%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$571M +$24.6M +305,555 +4%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$564M -$29.9M -371,024 -5%
BlackRock
45
BlackRock
New York
$560M +$13.4M +165,637 +2%
BIM
46
BlackRock Investment Management
Delaware
$555M +$37.2M +461,971 +7%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$552M -$26.6M -329,644 -4%
Capital International Investors
48
Capital International Investors
California
$548M +$14.1M +174,990 +3%
US Bancorp
49
US Bancorp
Minnesota
$545M -$14.5M -179,266 -3%
U
50
UBS
Switzerland
$510M -$80.3M -995,263 -13%

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.