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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
YIA
726
YHB Investment Advisors
Connecticut
$6.31M +$63.1K +770 +1%
AB
727
Amalgamated Bank
New York
$6.31M +$61.6K +752 +1%
LJHT
728
Laurie J. Hall Trustee
$6.29M -$12.3K -150 -0.2%
CA
729
Callahan Advisors
Texas
$6.29M +$81K +989 +1%
RT
730
Rockland Trust
Massachusetts
$6.28M +$489K +5,962 +9%
BCM
731
Birmingham Capital Management
Alabama
$6.27M +$100K +1,224 +2%
PJSIMP
732
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.24M -$224K -2,728 -4%
CIM
733
Corda Investment Management
Texas
$6.24M -$52.4K -639 -0.9%
GLA
734
Great Lakes Advisors
Illinois
$6.22M +$1.4M +17,120 +30%
CCM
735
Catawba Capital Management
Virginia
$6.22M +$188K +2,300 +3%
JC
736
Jacobs & Co
California
$6.21M +$94.1K +1,148 +2%
CANC
737
Culbertson A N & Co
Virginia
$6.2M -$4.51K -55 -0.1%
SIG
738
Sky Investment Group
Connecticut
$6.19M +$795K +9,700 +15%
HFS
739
Haverford Financial Services
Pennsylvania
$6.17M +$437K +5,332 +8%
CIP
740
Chartwell Investment Partners
Pennsylvania
$6.12M -$219K -2,675 -4%
LI
741
Lafayette Investments
Maryland
$6.11M +$35.7K +436 +0.6%
FAM
742
Fiduciary Asset Management
Missouri
$6.09M -$868K -10,588 -13%
SOADOR
743
State of Alaska Department of Revenue
Alaska
$6.08M -$115K -1,400 -2%
RBA
744
Richard Bernstein Advisors
New York
$6.08M
CCM
745
Cohen Capital Management
California
$6.06M
Daiwa Securities Group
746
Daiwa Securities Group
Japan
$5.97M -$81.9K -1,000 -1%
OPTFSNA
747
Old Point Trust & Financial Services N A
Virginia
$5.96M -$983 -12 -0%
KFP
748
Keystone Financial Planning
Ohio
$5.93M +$51.3K +626 +0.9%
Mariner
749
Mariner
Kansas
$5.92M +$152K +1,859 +3%
ST
750
Stifel Trust
Missouri
$5.92M -$262K -3,197 -4%

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.