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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
HCMT
651
Highland Capital Management (Tennessee)
Tennessee
$7.81M -$64.6K -789 -0.8%
EAM
652
EULAV Asset Management
Florida
$7.79M -$983K -12,000 -11%
CA
653
CapWealth Advisors
Tennessee
$7.75M +$191K +2,327 +3%
AC
654
Allstate Corporation
Illinois
$7.74M -$5.64M -68,835 -43%
BSPF
655
British Steel Pension Fund
United Kingdom
$7.72M -$497K -6,062 -6%
CAM
656
Centre Asset Management
New York
$7.71M -$5.2M -63,500 -41%
HRIA
657
Haberer Registered Investment Advisor
Ohio
$7.64M -$266K -3,250 -3%
ST
658
Smithfield Trust
Pennsylvania
$7.59M -$13.6K -166 -0.2%
CAM
659
Carret Asset Management
New York
$7.58M -$54.9K -670 -0.7%
WCMN
660
Westchester Capital Management (Nebraska)
Nebraska
$7.56M -$12.3K -150 -0.2%
EWA
661
EP Wealth Advisors
California
$7.54M +$441K +5,377 +6%
EWM
662
Edge Wealth Management
New York
$7.54M -$159K -1,939 -2%
TAM
663
Taurus Asset Management
New York
$7.49M -$321K -3,915 -4%
FMT
664
First Mercantile Trust
Tennessee
$7.43M +$4.53M +55,328 +166%
SIRP
665
Shelter Insurance Retirement Plan
Missouri
$7.43M
FB
666
Fulton Bank
Pennsylvania
$7.42M +$1.18M +14,423 +19%
PWM
667
Patriot Wealth Management
Texas
$7.41M +$188K +2,290 +3%
EFS
668
Essex Financial Services
Connecticut
$7.4M -$28.7K -350 -0.4%
PAG
669
Private Advisor Group
New Jersey
$7.38M +$272K +3,320 +4%
SAG
670
Sterne Agee Group
Alabama
$7.36M +$832K +10,158 +13%
BBI
671
Baxter Bros Inc
Connecticut
$7.34M +$151K +1,840 +2%
PWW
672
Pettyjohn Wood & White
Virginia
$7.34M +$60.8K +742 +0.9%
CNBT
673
Canandaigua National Bank & Trust
New York
$7.33M -$159K -1,946 -2%
ELC
674
Edgar Lomax Company
Virginia
$7.32M +$166K +2,020 +2%
GAM
675
Griffin Asset Management
New York
$7.3M -$122K -1,491 -2%

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.