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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
BHWM
551
Bar Harbor Wealth Management
New Hampshire
$10.3M +$38.8K +473 +0.4%
BONST
552
Bank of Nova Scotia Trust
Ontario, Canada
$10.3M -$1.27M -15,498 -11%
SC
553
SouthState Corp
Florida
$10.2M -$215K -2,630 -2%
GCC
554
Guardian Capital (Canada)
Ontario, Canada
$10.2M -$272K -3,319 -3%
TCM
555
Tufton Capital Management
Maryland
$10.2M -$67.6K -825 -0.7%
CC
556
Cannell & Co
New York
$10.1M +$1.34M +16,360 +16%
CIA
557
CSat Investment Advisory
Michigan
$10.1M +$1.05M +12,765 +12%
GRQ
558
Gardner Russo & Quinn
Pennsylvania
$10.1M -$105K -1,285 -1%
MI
559
Markston International
New York
$10.1M -$728K -8,883 -7%
WRF
560
Waddell & Reed Financial
Kansas
$10M +$9.83M +120,000 New
BAC
561
Boys Arnold & Co
North Carolina
$9.99M -$233K -2,844 -2%
CTA
562
Colonial Trust Advisors
South Carolina
$9.99M -$122K -1,485 -1%
WIC
563
Wilkins Investment Counsel
Massachusetts
$9.92M +$65.5K +800 +0.7%
SSB
564
Sandy Spring Bank
Maryland
$9.92M +$129K +1,570 +1%
LIC
565
Lodestar Investment Counsel
Illinois
$9.85M -$500K -6,100 -5%
RW
566
Rand Wealth
Maryland
$9.85M -$73.3K -894 -0.8%
Nomura Holdings
567
Nomura Holdings
Japan
$9.83M -$13.4M -163,314 -58%
MCTIC
568
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$9.83M -$45.5K -555 -0.5%
OH
569
Orbis Holdings
Bermuda
$9.8M -$28.2M -344,718 -75%
BCM
570
Brookmont Capital Management
Texas
$9.78M -$453K -5,524 -5%
FIB
571
First Interstate Bank
Montana
$9.78M +$109K +1,335 +1%
SAM
572
Strategy Asset Managers
California
$9.77M +$79.5K +970 +0.8%
SIPS
573
Shelter Insurance Profit Sharing
Missouri
$9.76M
PCM
574
Peg Capital Management
New Hampshire
$9.75M -$1.58M -19,254 -14%
LI
575
LMCG Investments
Massachusetts
$9.71M -$275K -3,359 -3%

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.