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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
HTHT
601
Hemenway Trust Hemenway Trust
New Hampshire
$8.84M +$117K +1,452 +1%
MC
602
Moors & Cabot
Massachusetts
$8.82M +$1.63M +20,183 +22%
TIM
603
Thompson Investment Management
Wisconsin
$8.77M -$37.9K -470 -0.4%
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$8.74M -$360K -4,465 -4%
HCM
605
Horan Capital Management
Maryland
$8.74M +$167K +2,074 +2%
KFS
606
Kurt F. Somerville
$8.72M -$50.6K -627 -0.6%
NPPM
607
North Point Portfolio Managers
Ohio
$8.69M -$160K -1,981 -2%
GMIM
608
General Motors Investment Management
New York
$8.66M +$28.4K +352 +0.3%
BCAM
609
Boston Common Asset Management
Massachusetts
$8.64M -$188K -2,335 -2%
MWR
610
McAdams Wright Ragen
Washington
$8.59M +$1.64M +20,390 +23%
PP
611
Palladium Partners
Virginia
$8.56M -$204K -2,536 -2%
EWM
612
Evercore Wealth Management
New York
$8.56M -$82.9K -1,028 -0.9%
STI
613
Susquehanna Trust & Investment
Pennsylvania
$8.56M -$47.4K -588 -0.5%
BPCE
614
Bank Pictet & Cie (Europe)
Germany
$8.55M +$170K +2,105 +2%
CIA
615
CSat Investment Advisory
Michigan
$8.5M +$1.98M +24,602 +29%
CL
616
Croft-Leominster
Maryland
$8.46M -$840K -10,422 -9%
AP
617
Atwood & Palmer
Missouri
$8.45M -$4.42M -54,812 -34%
RJFSA
618
Raymond James Financial Services Advisors
Florida
$8.42M +$315K +3,911 +4%
BOIA
619
Bush ODonnell Investment Advisors
Missouri
$8.38M -$1.21M -15,024 -12%
STB
620
S&T Bank
Pennsylvania
$8.37M +$390K +4,837 +5%
FNT
621
First National Trust
Pennsylvania
$8.28M +$196K +2,436 +2%
BC
622
Blackhill Capital
New Jersey
$8.28M
HAI
623
Hennessy Advisors Inc
California
$8.28M +$1M +12,450 +13%
TSS
624
Thomas Story & Son
Indiana
$8.28M
EAM
625
EULAV Asset Management
Florida
$8.25M

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.