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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
BOH
526
Bank of Hawaii
Hawaii
$11.1M +$145K +1,846 +1%
PCM
527
Peg Capital Management
New Hampshire
$11M
RIL
528
Rothschild Investment LLC
Illinois
$11M -$118K -1,500 -1%
WT
529
Washington Trust
Rhode Island
$11M -$272K -3,447 -2%
TWM
530
Torch Wealth Management
Ohio
$10.9M +$760K +9,642 +8%
FAM
531
Formidable Asset Management
Ohio
$10.9M +$525K +6,661 +5%
CCP
532
Clarkston Capital Partners
Michigan
$10.9M +$1.21M +15,302 +13%
AAM
533
Advisors Asset Management
Colorado
$10.9M +$1.54M +19,599 +17%
UOC
534
UBS O'Connor
Illinois
$10.9M -$24.3M -308,850 -70%
UAM
535
UAS Asset Management
New York
$10.8M +$126K +1,595 +1%
DWA
536
Douglass Winthrop Advisors
New York
$10.8M -$140K -1,772 -1%
LNC
537
Lincoln National Corp
Pennsylvania
$10.8M +$2.29M +29,075 +28%
APFBOT
538
Amica Pension Fund Board of Trustees
Rhode Island
$10.7M
LI
539
LMCG Investments
Massachusetts
$10.6M -$31.6K -401 -0.3%
BMO
540
Beck Mack & Oliver
New York
$10.6M -$341K -4,329 -3%
PIM
541
Penobscot Investment Management
Massachusetts
$10.6M -$297K -3,769 -3%
MI
542
Markston International
New York
$10.5M -$221K -2,800 -2%
BAM
543
Berkshire Asset Management
Pennsylvania
$10.4M -$472K -5,991 -4%
RJT
544
Raymond James Trust
Florida
$10.4M +$218K +2,761 +2%
GXMC
545
Global X Management Company
New York
$10.3M +$3.28M +41,636 +48%
SC
546
SouthState Corp
Florida
$10.3M -$92.8K -1,178 -0.9%
PAM
547
Palisade Asset Management
Minnesota
$10.3M +$796K +10,102 +9%
BHWM
548
Bar Harbor Wealth Management
New Hampshire
$10.3M -$20.8K -264 -0.2%
GRQ
549
Gardner Russo & Quinn
Pennsylvania
$10.3M +$263K +3,335 +3%
HRC
550
Hoertkorn Richard Charles
$10.3M -$55.2K -700 -0.5%

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.