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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
FLII
676
First Long Island Investors
New York
$7.18M +$453K +5,624 +7%
CAM
677
Carret Asset Management
New York
$7.17M +$21.3K +264 +0.3%
ST
678
Smithfield Trust
Pennsylvania
$7.14M -$670K -8,315 -8%
GCP
679
GSA Capital Partners
United Kingdom
$7.11M +$5.67M +70,268 +347%
WCMN
680
Westchester Capital Management (Nebraska)
Nebraska
$7.1M +$169K +2,100 +2%
CA
681
CapWealth Advisors
Tennessee
$7.09M +$324K +4,024 +5%
AI
682
Analytic Investors
California
$7.08M +$5.43M +67,323 +296%
CNBT
683
Canandaigua National Bank & Trust
New York
$7.03M -$161K -1,995 -2%
SIRP
684
Shelter Insurance Retirement Plan
Missouri
$7.01M
EFS
685
Essex Financial Services
Connecticut
$6.97M +$123K +1,531 +2%
GAM
686
Griffin Asset Management
New York
$6.97M -$102K -1,267 -1%
ATC
687
Argent Trust Company
Louisiana
$6.94M -$17.9K -222 -0.3%
BAS
688
Brown Advisory Securities
Maryland
$6.94M +$18.1K +225 +0.3%
WF
689
WealthTrust Fairport
Ohio
$6.89M -$80.8K -1,002 -1%
PBT
690
Pictet Bank & Trust
Bahamas
$6.88M +$411K +5,100 +6%
VKH
691
Virtu KCG Holdings
New York
$6.85M +$901K +11,174 +15%
IIM
692
Intact Investment Management
Quebec, Canada
$6.83M +$288K +3,570 +4%
PWW
693
Pettyjohn Wood & White
Virginia
$6.83M -$33.1K -410 -0.5%
CT
694
Cambridge Trust
Massachusetts
$6.83M -$309K -3,829 -4%
PWM
695
Patriot Wealth Management
Texas
$6.77M +$27.4K +340 +0.4%
BBI
696
Baxter Bros Inc
Connecticut
$6.74M -$105K -1,308 -2%
HT
697
HighTower Trust
Texas
$6.73M -$95.4K -1,183 -1%
GSBTD
698
Glenview State Bank Trust Department
Illinois
$6.73M +$35.5K +440 +0.5%
ELC
699
Edgar Lomax Company
Virginia
$6.71M +$36.3K +450 +0.5%
PAG
700
Private Advisor Group
New Jersey
$6.66M +$1.12M +13,836 +20%

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.