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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
AI
626
Atria Investments
North Carolina
$8.01M -$217K -2,755 -3%
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$8.01M +$117K +1,489 +2%
ST
628
Smithfield Trust
Pennsylvania
$7.99M +$157K +1,993 +2%
LBC
629
Lowe Brockenbrough & Co
Virginia
$7.97M +$2.28M +28,960 +41%
HRIA
630
Haberer Registered Investment Advisor
Ohio
$7.94M -$3.32M -42,144 -30%
FTC
631
Farmers Trust Company
Ohio
$7.93M -$65.4K -830 -0.8%
BSPF
632
British Steel Pension Fund
United Kingdom
$7.92M -$2.27M -28,843 -23%
FNF
633
Fidelity National Financial
Florida
$7.89M
Northwestern Mutual Wealth Management
634
Northwestern Mutual Wealth Management
Wisconsin
$7.89M +$189K +2,402 +3%
EIM
635
Emerson Investment Management
Massachusetts
$7.89M +$229K +2,904 +3%
TTWM
636
TCV Trust & Wealth Management
Virginia
$7.88M -$43.3K -550 -0.6%
GLRA
637
Gerald L. Ray & Associates
Texas
$7.84M -$15.8K -200 -0.2%
GA
638
Geneva Advisors
Illinois
$7.83M +$2.95M +37,475 +63%
MCM
639
Murphy Capital Management
New Jersey
$7.81M +$363K +4,612 +5%
1SB
640
1ST Source Bank
Indiana
$7.75M +$27.7K +351 +0.4%
AL
641
Agran Libbie
California
$7.66M -$59.1K -750 -0.8%
SAMNY
642
Samsung Asset Management (New York)
New York
$7.66M +$4.34M +55,110 +138%
MG
643
Markel Group
Virginia
$7.66M +$4.18M +53,100 +127%
BCMU
644
BlueCrest Capital Management (UK)
Guernsey
$7.55M +$7.38M +93,665 New
JWBC
645
J.W. Burns & Co
New York
$7.54M +$203K +2,581 +3%
KRSITF
646
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.54M -$219K -2,779 -3%
HCMT
647
Highland Capital Management (Tennessee)
Tennessee
$7.51M -$35.5K -450 -0.5%
PDN
648
Pensionfund DSM Netherlands
Netherlands
$7.5M -$666K -8,448 -8%
TFF
649
Timothy F. Fidgeon
$7.49M -$24.8K -315 -0.3%
HAI
650
Hennessy Advisors Inc
California
$7.48M -$142K -1,800 -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.