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Procter & Gamble

1,788 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 744 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $1.56B

13% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 71

0.19% less ownership

Funds ownership: 60.32%60.13% (-0.19%)

0% less funds holding

Funds holding: 1,7961,788 (-8)

1% less capital invested

Capital invested by funds: $133B → $131B (-$1.8B)

6% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 789

11% less funds holding in top 10

Funds holding in top 10: 344306 (-38)

Holders
1,788
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.63%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
744
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
501
Constellation Wealth Advisors
New York
$12.1M +$463K +5,882 +4%
FHA
502
First Horizon Advisors
Tennessee
$12.1M -$149K -1,895 -1%
BIP
503
Brandes Investment Partners
California
$12.1M +$494K +6,267 +4%
Jones Financial Companies
504
Jones Financial Companies
Missouri
$12M +$60.3K +765 +0.5%
EWA
505
EP Wealth Advisors
California
$11.9M +$593K +7,520 +5%
TAM
506
Trillium Asset Management
Massachusetts
$11.9M -$183K -2,320 -2%
FCI
507
Financial Counselors Inc
Kansas
$11.9M -$2.99K -38 -0%
BUB
508
BBVA USA Bancshares
Texas
$11.9M -$7.73M -98,150 -40%
LDB
509
Lee, Danner & Bass
Tennessee
$11.9M -$303K -3,848 -3%
QI
510
QS Investors
New York
$11.8M +$2.21M +28,100 +24%
WB
511
Webster Bank
Connecticut
$11.8M +$323K +4,095 +3%
TBA
512
Tower Bridge Advisors
Pennsylvania
$11.8M +$721K +9,148 +7%
Flossbach Von Storch
513
Flossbach Von Storch
Germany
$11.7M -$1.74M -22,050 -13%
SIC
514
Salem Investment Counselors
North Carolina
$11.6M -$200K -2,544 -2%
DC
515
Davenport & Co
Virginia
$11.6M -$29.4K -373 -0.3%
BB
516
Busey Bank
Illinois
$11.6M +$70.8K +898 +0.6%
QAM
517
QCI Asset Management
New York
$11.6M +$46K +584 +0.4%
MIS
518
Morningstar Investment Services
Illinois
$11.4M +$2.52M +32,014 +29%
CCA
519
Cobblestone Capital Advisors
New York
$11.4M -$289K -3,665 -3%
Lazard Asset Management
520
Lazard Asset Management
New York
$11.4M -$720K -9,135 -6%
BONST
521
Bank of Nova Scotia Trust
Ontario, Canada
$11.3M +$1.66K +21 +0%
SMI
522
Shelter Mutual Insurance
Missouri
$11.3M
SYBT
523
Stock Yards Bank & Trust
Kentucky
$11.3M -$147K -1,868 -1%
EHC
524
Everett Harris & Co
California
$11.2M +$628K +7,965 +6%
ACM
525
Azimuth Capital Management
Michigan
$11.1M -$1.76M -22,336 -14%

PG Hedge Fund Activity: Q1 2014 in Review

1,788 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2014, worth a combined $131B — down 1.4% from $133B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PG positions and 71 closed out — a net gain of 9 holders — while 744 added to existing stakes and 789 trimmed.

The largest buyer was Capital World Investors, adding an estimated $341M. The largest seller was State Street, cutting an estimated $794M.

  • 1,788 institutional investors held Procter & Gamble (PG) as of Q1 2014, down from 1,796 in Q4 2013.
  • Funds reported $131B of Procter & Gamble stock for Q1 2014, down 1.4% quarter-over-quarter.
  • 80 funds opened new Procter & Gamble positions in Q1 2014 and 71 closed out, a net change of +9 holders.
  • The largest Procter & Gamble buyer in Q1 2014 was Capital World Investors, an estimated $341M added.
  • The largest Procter & Gamble seller in Q1 2014 was State Street, an estimated $794M sold.

Based on aggregated 13F filings for Q1 2014.