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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
ADEF
476
Adams Diversified Equity Fund
Maryland
$13.8M
Dodge & Cox
477
Dodge & Cox
California
$13.7M -$52K -645 -0.4%
AAM
478
Advisors Asset Management
Colorado
$13.7M +$3.12M +38,637 +29%
SBWM
479
Sunflower Bank Wealth Management
Arizona
$13.6M +$61.3K +760 +0.4%
RCG
480
Ruane, Cunniff & Goldfarb
New York
$13.5M -$1.07M -13,320 -7%
MCM
481
Maryland Capital Management
Maryland
$13.5M +$628K +7,794 +5%
FFIC
482
First Fiduciary Investment Counsel
Ohio
$13.5M +$1.21M +14,995 +10%
CDH
483
Charles D. Hyman
$13.4M -$52.3K -649 -0.4%
FHA
484
First Horizon Advisors
Tennessee
$13.4M +$1.64M +20,356 +14%
HIMC
485
Heritage Investors Management Corp
Maryland
$13.3M +$383K +4,744 +3%
Creative Planning
486
Creative Planning
Kansas
$13.3M +$980K +12,155 +8%
BIP
487
Brandes Investment Partners
California
$13.3M +$1.56M +19,300 +13%
NIM
488
Northeast Investment Management
Massachusetts
$13.2M +$9.84K +122 +0.1%
GC
489
Gibson Capital
Pennsylvania
$13.1M
MJRIC
490
Mogy Joel R Investment Counsel
California
$12.9M -$63.3K -785 -0.5%
PRA
491
Parametric Risk Advisors
Connecticut
$12.8M
WG
492
Welch Group
Alabama
$12.7M +$632K +7,842 +5%
CCA
493
Cobblestone Capital Advisors
New York
$12.7M +$1.68M +20,785 +15%
WTC
494
WhitTier Trust Company
Nevada
$12.7M -$2.5K -31 -0%
WC
495
Woodstock Corp
Massachusetts
$12.7M -$5.89K -73 -0%
AC
496
Allstate Corporation
Illinois
$12.7M +$737K +9,142 +6%
ST
497
Spot Trading
Illinois
$12.7M +$10.4M +128,597 +395%
B
498
Barings
North Carolina
$12.6M -$1.28M -15,900 -9%
TCM
499
Twin Capital Management
Pennsylvania
$12.6M +$356K +4,420 +3%
SF
500
Synovus Financial
Georgia
$12.6M +$19.8K +246 +0.2%

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.