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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
PBT
676
Pictet Bank & Trust
Bahamas
$7.29M -$41K -500 -0.6%
BAS
677
Brown Advisory Securities
Maryland
$7.28M -$94.6K -1,155 -1%
GMIM
678
General Motors Investment Management
New York
$7.24M -$1.95M -23,796 -22%
BC
679
Burney Company
Virginia
$7.16M +$3.46M +42,211 +98%
BC
680
Blackhill Capital
New Jersey
$7.14M -$1.64M -20,000 -19%
GSBTD
681
Glenview State Bank Trust Department
Illinois
$7.13M -$36.9K -450 -0.5%
HL
682
HeadInvest LLC
Maine
$7.12M -$67.8K -827 -1%
HT
683
HighTower Trust
Texas
$7.12M -$53.3K -651 -0.8%
CT
684
Cambridge Trust
Massachusetts
$7.11M -$158K -1,933 -2%
WF
685
WealthTrust Fairport
Ohio
$7.09M -$238K -2,909 -3%
CA
686
Cetera Advisors
Colorado
$7.09M +$970K +11,840 +16%
PFC
687
Phocas Financial Corp
California
$7.06M +$14K +171 +0.2%
SSWM
688
Smith Salley Wealth Management
North Carolina
$7.05M +$1.53M +18,721 +29%
FBT
689
First Bankers Trust
Kentucky
$7.03M +$22.2K +271 +0.3%
ATC
690
Argent Trust Company
Louisiana
$7.02M -$372K -4,543 -5%
MBE
691
Michael B. Elefante
$6.99M -$92.6K -1,130 -1%
BHTS
692
Bar Harbor Trust Services
Maine
$6.96M +$59K +720 +0.9%
IC
693
InterOcean Capital
Illinois
$6.92M -$2.98M -36,322 -31%
CIC
694
Carnegie Investment Counsel
Ohio
$6.92M -$1.17M -14,285 -15%
DA
695
Dillon & Associates
Michigan
$6.91M -$53.3K -650 -0.8%
CK
696
Cohen Klingenstein
New York
$6.86M
VFS
697
VSR Financial Services
Kansas
$6.82M +$117K +1,430 +2%
RSVP
698
Ramsay Stattman Vela & Price
Colorado
$6.82M +$6.23K +76 +0.1%
BC
699
Brookfield Corp
Ontario, Canada
$6.8M
AP
700
Appleton Partners
Massachusetts
$6.76M +$202K +2,471 +3%

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.