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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
MERSOM
651
Municipal Employees' Retirement System of Michigan
Michigan
$7.47M +$134K +1,700 +2%
RP
652
Reinhart Partners
Wisconsin
$7.42M +$2.16M +27,380 +42%
BBA
653
BLB&B Advisors
Pennsylvania
$7.4M +$205K +2,596 +3%
CIC
654
Carnegie Investment Counsel
Ohio
$7.39M -$118K -1,496 -2%
MC
655
Moors & Cabot
Massachusetts
$7.38M +$7.22M +91,595 New
CNBT
656
Canandaigua National Bank & Trust
New York
$7.37M -$73.2K -929 -1%
SFM
657
Stack Financial Management
Montana
$7.36M -$5.27M -66,922 -42%
CAM
658
Carret Asset Management
New York
$7.33M +$394 +5 +0%
CT
659
Cambridge Trust
Massachusetts
$7.31M -$92.6K -1,175 -1%
FWCM
660
Ferguson Wellman Capital Management
Oregon
$7.28M -$388K -4,921 -5%
GAM
661
Griffin Asset Management
New York
$7.25M +$86.7K +1,100 +1%
FAM
662
Fiduciary Asset Management
Missouri
$7.19M +$6.64M +84,209 +1,684%
MWR
663
McAdams Wright Ragen
Washington
$7.17M -$51.8K -658 -0.7%
SIRP
664
Shelter Insurance Retirement Plan
Missouri
$7.15M
WF
665
WealthTrust Fairport
Ohio
$7.14M -$145K -1,836 -2%
ATC
666
Argent Trust Company
Louisiana
$7.14M -$41.4K -525 -0.6%
M
667
MOTCO
Texas
$7.12M +$5.2K +66 +0.1%
IC
668
InterOcean Capital
Illinois
$7.12M -$492K -6,250 -7%
WCMN
669
Westchester Capital Management (Nebraska)
Nebraska
$7.12M +$81.2K +1,031 +1%
BAS
670
Brown Advisory Securities
Maryland
$7.07M +$188K +2,386 +3%
MLL
671
Moody Lynn & Lieberson
Massachusetts
$7.04M +$58.6K +744 +0.9%
PWW
672
Pettyjohn Wood & White
Virginia
$7.04M +$1.65M +20,942 +32%
EFS
673
Essex Financial Services
Connecticut
$7.03M +$131K +1,663 +2%
MBE
674
Michael B. Elefante
$7.02M +$3.07K +39 +0%
BBI
675
Baxter Bros Inc
Connecticut
$7.02M -$101K -1,281 -1%

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.