We are live on ! Find out more
PG icon

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
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$8.33M -$67.9K -829 -0.8%
TTWM
627
TCV Trust & Wealth Management
Virginia
$8.32M -$41.7K -509 -0.5%
GJCM
628
Grand Jean Capital Management
California
$8.27M -$1.28M -15,609 -14%
III
629
Independent Investors Inc
New York
$8.27M -$81.9K -1,000 -1%
AI
630
Atria Investments
North Carolina
$8.26M -$315K -3,848 -4%
MAM
631
Martingale Asset Management
Massachusetts
$8.22M -$1.28M -15,678 -14%
FNF
632
Fidelity National Financial
Florida
$8.2M
FNBT
633
FineMark National Bank & Trust
Florida
$8.17M -$379K -4,623 -5%
WB
634
Webster Bank
Connecticut
$8.16M -$513K -6,258 -6%
GLRA
635
Gerald L. Ray & Associates
Texas
$8.11M -$49.2K -600 -0.6%
BOTW
636
Bank of the West
California
$8.1M -$2.19M -26,763 -22%
FWCM
637
Ferguson Wellman Capital Management
Oregon
$8.1M +$243K +2,963 +3%
FTC
638
Farmers Trust Company
Ohio
$8.1M -$93.2K -1,138 -1%
M
639
MOTCO
Texas
$8.03M +$300K +3,665 +4%
1SB
640
1ST Source Bank
Indiana
$8.02M -$112K -1,361 -1%
SWK
641
Stephen W. Kidder
$7.99M +$2.94M +35,829 +60%
PA
642
Profund Advisors
Maryland
$7.99M +$328K +3,997 +4%
LNB
643
Ledyard National Bank
$7.97M -$76.1K -929 -1%
TFF
644
Timothy F. Fidgeon
$7.97M -$48.3K -590 -0.6%
JWBC
645
J.W. Burns & Co
New York
$7.93M +$3.36K +41 +0%
FM
646
Family Management
New York
$7.87M -$81.9K -1,000 -1%
MERSOM
647
Municipal Employees' Retirement System of Michigan
Michigan
$7.85M +$81.9K +1,000 +1%
KRSITF
648
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.84M +$80.2K +979 +1%
AL
649
Agran Libbie
California
$7.84M -$82.2K -1,003 -1%
SFM
650
Stack Financial Management
Montana
$7.81M +$10.7K +130 +0.1%

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.