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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
PDN
626
Pensionfund DSM Netherlands
Netherlands
$8.25M +$968K +12,000 +13%
CC
627
Cannell & Co
New York
$8.16M +$169K +2,101 +2%
WB
628
Webster Bank
Connecticut
$8.15M -$3.47M -43,010 -29%
AAC
629
Asset Advisors Corp
Georgia
$8.13M +$290K +3,600 +4%
LIA
630
LS Investment Advisors
Michigan
$8.12M -$239K -2,959 -3%
RNS
631
Robert N. Shapiro
$8.11M -$193K -2,397 -2%
BCB
632
Brian C. Broderick
$8.1M +$4.84K +60 +0.1%
AI
633
Atria Investments
North Carolina
$8.06M +$254K +3,144 +3%
FNBT
634
FineMark National Bank & Trust
Florida
$8.04M -$754K -9,347 -8%
AL
635
Airain Ltd
Guernsey
$8M +$8.21M +101,812 New
BP
636
Banyan Partners
Florida
$8M -$1.99M -24,711 -20%
FDCC
637
Foster Dykema Cabot & Co
Massachusetts
$7.97M -$717K -8,888 -8%
GXMC
638
Global X Management Company
New York
$7.96M -$2.17M -26,932 -21%
GA
639
Geneva Advisors
Illinois
$7.95M +$319K +3,953 +4%
GE
640
General Electric
Ohio
$7.93M
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$7.88M +$78.1K +968 +1%
TTWM
642
TCV Trust & Wealth Management
Virginia
$7.84M +$161K +1,993 +2%
III
643
Independent Investors Inc
New York
$7.84M -$105K -1,300 -1%
BIC
644
Beach Investment Counsel
Pennsylvania
$7.84M -$19.8K -245 -0.2%
LBC
645
Lowe Brockenbrough & Co
Virginia
$7.8M +$35.5K +440 +0.4%
MCM
646
Murphy Capital Management
New Jersey
$7.79M +$178K +2,206 +2%
WTB
647
Washington Trust Bank
Washington
$7.75M -$292K -3,626 -4%
BSPF
648
British Steel Pension Fund
United Kingdom
$7.72M
FNF
649
Fidelity National Financial
Florida
$7.69M
BBA
650
BLB&B Advisors
Pennsylvania
$7.69M +$491K +6,084 +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.