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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
EWM
601
Evercore Wealth Management
New York
$8.86M -$1.7M -21,564 -16%
GMIM
602
General Motors Investment Management
New York
$8.86M -$325K -4,123 -4%
STI
603
Susquehanna Trust & Investment
Pennsylvania
$8.83M +$788 +10 +0%
HCM
604
Horan Capital Management
Maryland
$8.79M +$458K +5,811 +6%
BCM
605
Brookmont Capital Management
Texas
$8.73M +$191K +2,419 +2%
BPCE
606
Bank Pictet & Cie (Europe)
Germany
$8.6M -$739K -9,374 -8%
LIA
607
LS Investment Advisors
Michigan
$8.56M +$2.16M +27,358 +35%
LNB
608
Ledyard National Bank
$8.56M -$192K -2,440 -2%
RNS
609
Robert N. Shapiro
$8.51M -$205K -2,605 -2%
IMOV
610
Investment Management of Virginia
Virginia
$8.49M +$519K +6,587 +7%
BC
611
Blackhill Capital
New Jersey
$8.49M -$972K -12,330 -10%
TSS
612
Thomas Story & Son
Indiana
$8.49M -$7.88K -100 -0.1%
EAM
613
EULAV Asset Management
Florida
$8.46M +$5.67M +72,000 +218%
RJFSA
614
Raymond James Financial Services Advisors
Florida
$8.31M -$88.5K -1,123 -1%
BCB
615
Brian C. Broderick
$8.3M -$151K -1,921 -2%
FNT
616
First National Trust
Pennsylvania
$8.3M -$236 -3 -0%
SIP
617
Stoneridge Investment Partners
Pennsylvania
$8.24M +$3.64M +46,211 +82%
WTB
618
Washington Trust Bank
Washington
$8.24M +$8.05M +102,217 New
CC
619
Cannell & Co
New York
$8.2M +$7.54M +95,693 +1,587%
STB
620
S&T Bank
Pennsylvania
$8.2M +$212K +2,693 +3%
III
621
Independent Investors Inc
New York
$8.14M -$7.88K -100 -0.1%
GE
622
General Electric
Ohio
$8.13M
BIC
623
Beach Investment Counsel
Pennsylvania
$8.06M -$135K -1,715 -2%
AAC
624
Asset Advisors Corp
Georgia
$8.04M +$110K +1,400 +1%
RCAMU
625
Rothschild & Co Asset Management US
Connecticut
$8.01M -$18.1M -229,978 -70%

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.