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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
ESBC
476
E.S. Barr & Co
Kentucky
$13.9M -$1.03M -12,545 -7%
CCA
477
Cobblestone Capital Advisors
New York
$13.5M -$29.6K -361 -0.2%
TBA
478
Tower Bridge Advisors
Pennsylvania
$13.5M +$799K +9,755 +6%
ABTD
479
Arvest Bank Trust Division
Oklahoma
$13.5M +$13.2M +160,974 New
Jones Financial Companies
480
Jones Financial Companies
Missouri
$13.4M +$484K +5,908 +4%
WTC
481
WhitTier Trust Company
Nevada
$13.4M -$104K -1,266 -0.8%
MJRIC
482
Mogy Joel R Investment Counsel
California
$13.4M -$321K -3,922 -2%
AP
483
Atwood & Palmer
Missouri
$13.4M +$4.22M +51,475 +48%
GKIM
484
GW&K Investment Management
Massachusetts
$13.3M +$430K +5,252 +3%
FHA
485
First Horizon Advisors
Tennessee
$13.2M -$963K -11,754 -7%
CWA
486
Constellation Wealth Advisors
New York
$13.2M +$151K +1,842 +1%
CBCM
487
Cook & Bynum Capital Management
Alabama
$13.2M
DC
488
Davenport & Co
Virginia
$13.2M +$1.01M +12,337 +8%
CCC
489
Chelsea Counsel Company
California
$13.2M +$12.9K +157 +0.1%
CII
490
Capital International Inc
California
$13.2M -$1.43M -17,500 -10%
BOS
491
Bingham Osborn & Scarborough
California
$13.2M +$10.5M +128,561 +447%
DP
492
Dearborn Partners
Illinois
$13.2M +$46.3K +565 +0.4%
CPSAC
493
Chas P. Smith & Associates (CPS)
Florida
$13.2M +$676K +8,245 +6%
AIM
494
abrdn Investment Management
United Kingdom
$13.1M -$130K -1,583 -1%
SBH
495
Segall Bryant & Hamill
Illinois
$13.1M +$274K +3,342 +2%
HCM
496
Hengehold Capital Management
Ohio
$13.1M -$131K -1,597 -1%
BFO
497
Boston Family Office
Massachusetts
$13.1M -$90.1K -1,100 -0.7%
TCOV
498
Trust Company of Vermont
Vermont
$13.1M +$345K +4,210 +3%
CIA
499
Choate Investment Advisors
Massachusetts
$13M -$113K -1,384 -0.9%
TCM
500
Twin Capital Management
Pennsylvania
$12.9M -$538K -6,570 -4%

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.