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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
SSB
576
Sandy Spring Bank
Maryland
$9.49M -$3.23K -41 -0%
FIB
577
First Interstate Bank
Montana
$9.45M +$14.3K +181 +0.2%
WIC
578
Wilkins Investment Counsel
Massachusetts
$9.42M +$756K +9,594 +9%
SIPS
579
Shelter Insurance Profit Sharing
Missouri
$9.39M +$1.95M +24,800 +27%
WDA
580
Wendell David Associates
New Hampshire
$9.38M -$286K -3,625 -3%
Boston Partners
581
Boston Partners
Massachusetts
$9.37M +$9.16M +116,300 New
GJCM
582
Grand Jean Capital Management
California
$9.35M -$537K -6,815 -6%
HTI
583
Hikari Tsushin Inc
Japan
$9.34M
HBT
584
Hills Bank & Trust
Iowa
$9.33M -$53.2K -675 -0.6%
TNBTD
585
Trustmark National Bank Trust Department
Mississippi
$9.32M +$224K +2,847 +3%
SAM
586
Strategy Asset Managers
California
$9.31M +$53.2K +675 +0.6%
RG
587
Rathbones Group
United Kingdom
$9.28M +$249K +3,155 +3%
PCM
588
Parsons Capital Management
Rhode Island
$9.26M -$67.1K -852 -0.7%
Pzena Investment Management
589
Pzena Investment Management
New York
$9.21M +$330K +4,189 +4%
11A
590
10-15 Associates
New York
$9.13M +$838K +10,631 +10%
RCYC
591
Richard C. Young & Co
Rhode Island
$9.12M +$367K +4,654 +4%
NPPM
592
North Point Portfolio Managers
Ohio
$9.07M +$10.8K +137 +0.1%
BCAM
593
Boston Common Asset Management
Massachusetts
$9.05M -$65.4K -830 -0.7%
TIM
594
Thompson Investment Management
Wisconsin
$9.03M +$865K +10,975 +11%
KFS
595
Kurt F. Somerville
$9M -$401K -5,094 -4%
FNBT
596
FineMark National Bank & Trust
Florida
$8.99M +$692K +8,785 +9%
PP
597
Palladium Partners
Virginia
$8.99M -$564K -7,161 -6%
HTHT
598
Hemenway Trust Hemenway Trust
New Hampshire
$8.95M +$191K +2,430 +2%
RS
599
Robeco Schweiz
Switzerland
$8.95M +$172K +2,178 +2%
FDCC
600
Foster Dykema Cabot & Co
Massachusetts
$8.89M -$18.9K -240 -0.2%

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.