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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
SC
701
Saybrook Capital
North Carolina
$6.75M +$22.6K +276 +0.3%
PGIM
702
Pacific Global Investment Management
California
$6.72M -$28K -342 -0.4%
RMA
703
Roffman Miller Associates
Pennsylvania
$6.7M +$193K +2,350 +3%
PIM
704
Profit Investment Management
Maryland
$6.68M -$35.9M -438,634 -85%
CAI
705
Capital Advisors Inc
Oklahoma
$6.66M +$97.9K +1,195 +2%
WSCM
706
Wellington Shields Capital Management
New York
$6.65M -$53.3K -651 -0.8%
AFG
707
American Financial Group
Ohio
$6.65M
CIM
708
Confluence Investment Management
Missouri
$6.6M +$229K +2,799 +4%
OA
709
OFI Advisors
Pennsylvania
$6.56M -$223K -2,725 -3%
ARMC
710
American Research & Management Company
Massachusetts
$6.55M -$112K -1,370 -2%
WCM
711
Windward Capital Management
California
$6.54M -$75.9K -926 -1%
DG
712
Davidson & Garrard
Virginia
$6.54M +$26.7K +326 +0.4%
NIA
713
Northstar Investment Advisors
Colorado
$6.49M -$8.77K -107 -0.1%
MCM
714
Monarch Capital Management
Indiana
$6.48M -$256K -3,130 -4%
RP
715
Reinhart Partners
Wisconsin
$6.42M +$119K +1,455 +2%
DY
716
Dowling & Yahnke
California
$6.4M +$49.2K +600 +0.8%
TCM
717
Tran Capital Management
California
$6.39M +$162K +1,975 +3%
MIM
718
Marco Investment Management
Georgia
$6.38M +$321K +3,916 +5%
SCM
719
Salem Capital Management
Massachusetts
$6.38M -$54.7K -667 -0.9%
UFG
720
United Fire Group
Iowa
$6.36M
FAT
721
First American Trust
California
$6.35M -$88.4K -1,079 -1%
SCA
722
Stonebridge Capital Advisors
Minnesota
$6.33M +$268K +3,268 +5%
BFIM
723
Beese Fulmer Investment Management
Ohio
$6.33M +$43.8K +535 +0.7%
PCA
724
Personal Capital Advisors
California
$6.32M +$1.35M +16,456 +28%
BFA
725
Bragg Financial Advisors
North Carolina
$6.31M -$90.4K -1,103 -1%

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.