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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
BAC
576
Boys Arnold & Co
North Carolina
$9.6M -$116K -1,442 -1%
GRQ
577
Gardner Russo & Quinn
Pennsylvania
$9.57M -$444K -5,510 -4%
CTA
578
Colonial Trust Advisors
South Carolina
$9.49M -$114K -1,416 -1%
GD
579
Grandfield & Dodd
New York
$9.39M +$97.3K +1,207 +1%
LI
580
LMCG Investments
Massachusetts
$9.38M -$1.03M -12,752 -10%
IC
581
InterOcean Capital
Illinois
$9.35M +$2.48M +30,716 +35%
RW
582
Rand Wealth
Maryland
$9.31M -$539K -6,681 -5%
MCTIC
583
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$9.27M -$87.9K -1,090 -0.9%
WIC
584
Wilkins Investment Counsel
Massachusetts
$9.25M +$64.9K +805 +0.7%
HBT
585
Hills Bank & Trust
Iowa
$9.24M +$150K +1,863 +2%
BCM
586
Buckhead Capital Management
Georgia
$9.24M -$383K -4,750 -4%
SIPS
587
Shelter Insurance Profit Sharing
Missouri
$9.21M
SSB
588
Sandy Spring Bank
Maryland
$9.19M -$66.5K -825 -0.7%
CAM
589
Cypress Asset Management
Texas
$9.16M -$107K -1,324 -1%
HTI
590
Hikari Tsushin Inc
Japan
$9.11M
RCYC
591
Richard C. Young & Co
Rhode Island
$9.11M +$218K +2,706 +2%
SAM
592
Strategy Asset Managers
California
$9.1M +$14.6K +181 +0.2%
JEW
593
Jamison Eaton & Wood
New Jersey
$9.08M -$498K -6,175 -5%
FIB
594
First Interstate Bank
Montana
$9.07M -$145K -1,796 -2%
WDA
595
Wendell David Associates
New Hampshire
$9.05M -$100K -1,245 -1%
CIM
596
Calvert Investment Management
Maryland
$9.01M +$7.1M +88,074 +331%
PCM
597
Parsons Capital Management
Rhode Island
$9M -$23.5K -291 -0.3%
GJCM
598
Grand Jean Capital Management
California
$8.99M -$124K -1,535 -1%
MAM
599
Martingale Asset Management
Massachusetts
$8.95M -$547K -6,781 -6%
11A
600
10-15 Associates
New York
$8.84M -$66.2K -821 -0.7%

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.