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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
FCI
526
Financial Counselors Inc
Kansas
$11.6M +$24.2K +300 +0.2%
LNC
527
Lincoln National Corp
Pennsylvania
$11.6M +$1.17M +14,564 +11%
BUB
528
BBVA USA Bancshares
Texas
$11.6M -$17.7K -220 -0.1%
LDB
529
Lee, Danner & Bass
Tennessee
$11.6M -$32.8K -407 -0.3%
GGI
530
Godsey & Gibb Inc
Virginia
$11.5M +$2.07M +25,623 +21%
DC
531
Davenport & Co
Virginia
$11.4M +$111K +1,378 +1%
SIC
532
Salem Investment Counselors
North Carolina
$11.2M -$88.1K -1,093 -0.8%
QAM
533
QCI Asset Management
New York
$11.2M -$95.2K -1,181 -0.8%
SMI
534
Shelter Mutual Insurance
Missouri
$11.1M
BONST
535
Bank of Nova Scotia Trust
Ontario, Canada
$11M -$181K -2,246 -2%
ACM
536
Azimuth Capital Management
Michigan
$10.9M +$14.7K +182 +0.1%
SAMNY
537
Samsung Asset Management (New York)
New York
$10.8M +$3.42M +42,460 +45%
WT
538
Washington Trust
Rhode Island
$10.8M +$104K +1,286 +0.9%
EHC
539
Everett Harris & Co
California
$10.8M -$121K -1,498 -1%
PAM
540
Palisade Asset Management
Minnesota
$10.8M +$758K +9,405 +7%
RIL
541
Rothschild Investment LLC
Illinois
$10.7M -$16K -198 -0.1%
TWM
542
Torch Wealth Management
Ohio
$10.7M +$23.9K +296 +0.2%
SYBT
543
Stock Yards Bank & Trust
Kentucky
$10.7M -$312K -3,872 -3%
PCM
544
Peg Capital Management
New Hampshire
$10.7M -$65.3K -810 -0.6%
DWA
545
Douglass Winthrop Advisors
New York
$10.6M +$89K +1,104 +0.8%
Pzena Investment Management
546
Pzena Investment Management
New York
$10.6M +$1.62M +20,103 +18%
BOH
547
Bank of Hawaii
Hawaii
$10.6M -$268K -3,328 -2%
PRC
548
Platte River Capital
Colorado
$10.5M -$1.44M -17,900 -12%
APFBOT
549
Amica Pension Fund Board of Trustees
Rhode Island
$10.4M
UAM
550
UAS Asset Management
New York
$10.4M -$141K -1,749 -1%

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.