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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
BP
551
Banyan Partners
Florida
$10.2M +$675K +8,563 +7%
ACP
552
Ashfield Capital Partners
California
$10.2M -$76K -964 -0.8%
Citadel Advisors
553
Citadel Advisors
Florida
$10.2M -$16.7M -212,357 -63%
LMGAM
554
Liberty Mutual Group Asset Management
Massachusetts
$10.1M +$327K +4,149 +3%
RW
555
Rand Wealth
Maryland
$10.1M -$195K -2,474 -2%
NRS
556
Neville Rodie & Shaw
New York
$10.1M -$483K -6,126 -5%
AT
557
Acadia Trust
Maine
$10M +$212K +2,694 +2%
BOTW
558
Bank of the West
California
$10M +$1.66K +21 +0%
LIC
559
Lodestar Investment Counsel
Illinois
$10M -$47.3K -600 -0.5%
BAC
560
Boys Arnold & Co
North Carolina
$9.96M +$272K +3,455 +3%
BCM
561
Buckhead Capital Management
Georgia
$9.86M -$258K -3,270 -3%
CTA
562
Colonial Trust Advisors
South Carolina
$9.85M -$121K -1,533 -1%
BOIA
563
Bush ODonnell Investment Advisors
Missouri
$9.81M +$124K +1,574 +1%
JEW
564
Jamison Eaton & Wood
New Jersey
$9.81M -$243K -3,090 -2%
LCM
565
Logan Capital Management
Pennsylvania
$9.81M -$11.1K -141 -0.1%
CC
566
Curian Capital
Colorado
$9.8M +$520K +6,593 +6%
GGI
567
Godsey & Gibb Inc
Virginia
$9.76M +$834K +10,585 +10%
TCM
568
Tufton Capital Management
Maryland
$9.72M +$66.7K +847 +0.7%
MAM
569
Martingale Asset Management
Massachusetts
$9.72M -$27.7K -351 -0.3%
GCC
570
Guardian Capital (Canada)
Ontario, Canada
$9.67M +$703K +8,920 +8%
MCTIC
571
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$9.59M -$37K -470 -0.4%
PG
572
PEAK6 Group
Illinois
$9.58M -$24.7M -313,299 -72%
GD
573
Grandfield & Dodd
New York
$9.53M -$19.5K -247 -0.2%
CL
574
Croft-Leominster
Maryland
$9.52M -$571K -7,241 -6%
CAM
575
Cypress Asset Management
Texas
$9.5M -$283K -3,587 -3%

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.