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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
FNB
501
First Niagara Bank
New York
$12.9M +$14K +171 +0.1%
BFM
502
Boston Financial Management
Massachusetts
$12.9M -$321K -3,923 -2%
SCM
503
Suffolk Capital Management
New York
$12.8M +$12.6M +153,308 New
HSA
504
Hussman Strategic Advisors
Maryland
$12.8M -$4.1M -50,000 -25%
PSC
505
Prentiss Smith & Co
Vermont
$12.8M -$313K -3,823 -2%
GGI
506
Godsey & Gibb Inc
Virginia
$12.6M +$343K +4,182 +3%
TMAM
507
Tokio Marine Asset Management
Japan
$12.6M -$2.42M -29,531 -16%
AIM
508
Artemis Investment Management
United Kingdom
$12.6M +$12.3M +150,000 New
FCI
509
Financial Counselors Inc
Kansas
$12.4M -$45.1K -551 -0.4%
WC
510
Woodstock Corp
Massachusetts
$12.3M -$1.17M -14,300 -9%
BB
511
Busey Bank
Illinois
$12.3M -$136K -1,660 -1%
LNC
512
Lincoln National Corp
Pennsylvania
$12.2M -$160K -1,951 -1%
IIM
513
Intact Investment Management
Quebec, Canada
$12.2M +$4.81M +58,700 +67%
QAM
514
QCI Asset Management
New York
$12.2M +$222K +2,704 +2%
LDB
515
Lee, Danner & Bass
Tennessee
$12.1M -$164K -2,000 -1%
SLI
516
Sumitomo Life Insurance
Japan
$12.1M -$1.04M -12,681 -8%
SF
517
Synovus Financial
Georgia
$12M -$1.31M -15,997 -10%
Bessemer Group
518
Bessemer Group
New Jersey
$12M -$8.24M -100,569 -41%
SI
519
Stephens Inc
Arkansas
$11.9M +$4.78M +58,343 +69%
B
520
Barings
North Carolina
$11.8M -$1.61M -19,600 -12%
RJT
521
Raymond James Trust
Florida
$11.8M +$852K +10,396 +8%
SMI
522
Shelter Mutual Insurance
Missouri
$11.7M
SIC
523
Salem Investment Counselors
North Carolina
$11.7M -$271K -3,305 -2%
BOH
524
Bank of Hawaii
Hawaii
$11.6M +$394K +4,814 +4%
PAM
525
Palisade Asset Management
Minnesota
$11.6M +$87.3K +1,066 +0.8%

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.