We are live on ! Find out more
PG icon

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
PVH
751
Psagot Value Holdings
Israel
$5.9M -$567K -6,918 -9%
GW
752
GW & Wade
Massachusetts
$5.88M -$29.8K -364 -0.5%
NSEDCP
753
NJ State Employees Deferred Compensation Plan
New Jersey
$5.86M
SCM
754
Shelton Capital Management
Colorado
$5.85M -$139K -1,700 -2%
SGAM
755
Steinberg Global Asset Management
Florida
$5.85M +$181K +2,215 +3%
PRC
756
Platte River Capital
Colorado
$5.84M -$5.27M -64,350 -48%
HI
757
Hendershot Investments
Virginia
$5.83M -$10.2K -124 -0.2%
VC
758
Vestor Capital
Illinois
$5.81M +$81.9K +999 +1%
HIC
759
Harvey Investment Company
Kentucky
$5.81M +$44.6K +544 +0.8%
OSNBOA
760
Old Second National Bank of Aurora
Illinois
$5.8M -$8.69K -106 -0.2%
RBC
761
Ronald Blue & Co
Georgia
$5.79M -$154K -1,874 -3%
CPA
762
Court Place Advisors
Maryland
$5.79M -$8.19K -100 -0.1%
CIC
763
Cutler Investment Counsel
Oregon
$5.79M +$831K +10,140 +17%
LM
764
Lincluden Management
Ontario, Canada
$5.78M +$19.3K +235 +0.3%
AA
765
AlphaMark Advisors
Kentucky
$5.75M -$76K -928 -1%
AAM
766
AR Asset Management
California
$5.74M
CFS
767
Community Financial System
New York
$5.73M -$88.3K -1,078 -2%
KFS
768
KMS Financial Services
Washington
$5.7M +$904K +11,032 +19%
EOJOAM
769
E. Ohman J:or Asset Management
Sweden
$5.69M
HCC
770
Hirtle Callaghan & Co
Pennsylvania
$5.67M -$29.5K -360 -0.5%
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$5.66M -$328K -4,000 -6%
PL
772
Parkwood LLC
Ohio
$5.66M +$510K +6,221 +10%
CIA
773
Capital Investment Advisors
Georgia
$5.64M +$19.8K +242 +0.4%
SI
774
SII Investments
Wisconsin
$5.61M +$2.76M +33,714 +101%
AAM
775
Auxier Asset Management
Oregon
$5.6M -$262K -3,200 -5%

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.