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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
FOAM
701
Five Oceans Asset Management
Australia
$6.48M -$318K -4,030 -5%
BHTS
702
Bar Harbor Trust Services
Maine
$6.48M -$85.1K -1,080 -1%
SC
703
Saybrook Capital
North Carolina
$6.47M +$262K +3,325 +4%
SI
704
Stephens Inc
Arkansas
$6.46M +$848K +10,756 +16%
PVH
705
Psagot Value Holdings
Israel
$6.45M +$522K +6,620 +9%
SCM
706
Salem Capital Management
Massachusetts
$6.43M -$352K -4,473 -5%
AAM
707
Auxier Asset Management
Oregon
$6.42M -$433K -5,500 -6%
WCM
708
Windward Capital Management
California
$6.41M -$76.3K -968 -1%
AFG
709
American Financial Group
Ohio
$6.4M
PGIM
710
Pacific Global Investment Management
California
$6.39M -$108K -1,368 -2%
RSVP
711
Ramsay Stattman Vela & Price
Colorado
$6.37M +$221K +2,799 +4%
PJSIMP
712
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.31M +$408K +5,173 +7%
NIA
713
Northstar Investment Advisors
Colorado
$6.3M +$174K +2,211 +3%
DG
714
Davidson & Garrard
Virginia
$6.3M +$93.7K +1,189 +2%
LJHT
715
Laurie J. Hall Trustee
$6.26M -$345K -4,375 -5%
VP
716
Value Partners
Hong Kong
$6.22M -$70.9K -900 -1%
BFA
717
Bragg Financial Advisors
North Carolina
$6.19M -$274K -3,477 -4%
CAI
718
Capital Advisors Inc
Oklahoma
$6.18M -$15.4K -195 -0.3%
DY
719
Dowling & Yahnke
California
$6.14M -$68.6K -871 -1%
UFG
720
United Fire Group
Iowa
$6.13M
VKH
721
Virtu KCG Holdings
New York
$6.12M +$1.73M +21,913 +41%
OA
722
OFI Advisors
Pennsylvania
$6.1M +$552K +7,008 +10%
RMA
723
Roffman Miller Associates
Pennsylvania
$6.06M +$56.7K +719 +1%
ST
724
Stifel Trust
Missouri
$6.05M -$353K -4,478 -6%
AP
725
Appleton Partners
Massachusetts
$6.05M +$98.1K +1,245 +2%

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.