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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
FNT
601
First National Trust
Pennsylvania
$9.03M +$197K +2,410 +2%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$9.02M -$292K -3,560 -3%
PP
603
Palladium Partners
Virginia
$8.97M -$152K -1,850 -2%
BCB
604
Brian C. Broderick
$8.96M +$328K +4,001 +4%
STB
605
S&T Bank
Pennsylvania
$8.89M -$30K -366 -0.3%
LIA
606
LS Investment Advisors
Michigan
$8.89M +$236K +2,885 +3%
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$8.84M +$8.65M +105,613 New
TSS
608
Thomas Story & Son
Indiana
$8.81M -$10.2K -125 -0.1%
PDN
609
Pensionfund DSM Netherlands
Netherlands
$8.79M
AAC
610
Asset Advisors Corp
Georgia
$8.79M +$125K +1,530 +1%
EIM
611
Emerson Investment Management
Massachusetts
$8.77M +$814K +9,929 +10%
BP
612
Banyan Partners
Florida
$8.75M +$227K +2,775 +3%
FLII
613
First Long Island Investors
New York
$8.73M +$1.06M +12,880 +14%
RNS
614
Robert N. Shapiro
$8.7M +$57.1K +697 +0.7%
KBC Group
615
KBC Group
Belgium
$8.66M -$40.2M -491,149 -83%
TIM
616
Thompson Investment Management
Wisconsin
$8.66M -$1.01M -12,387 -11%
HAI
617
Hennessy Advisors Inc
California
$8.66M -$156K -1,900 -2%
EWM
618
Evercore Wealth Management
New York
$8.62M -$487K -5,946 -5%
GA
619
Geneva Advisors
Illinois
$8.61M +$137K +1,673 +2%
RCAMU
620
Rothschild & Co Asset Management US
Connecticut
$8.6M +$442K +5,398 +6%
LBC
621
Lowe Brockenbrough & Co
Virginia
$8.52M +$203K +2,480 +2%
MCM
622
Murphy Capital Management
New Jersey
$8.48M +$175K +2,132 +2%
GE
623
General Electric
Ohio
$8.45M
FDCC
624
Foster Dykema Cabot & Co
Massachusetts
$8.41M -$79.5K -970 -1%
BIC
625
Beach Investment Counsel
Pennsylvania
$8.35M

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.