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Procter & Gamble

1,794 hedge funds and large institutions have $130B invested in Procter & Gamble in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 786 increasing their positions, 726 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.55B | Put options by funds: $1.63B

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

8% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 726

0.73% more ownership

Funds ownership: 60.13%60.86% (+0.73%)

0% more funds holding

Funds holding: 1,7891,794 (+5)

1% less capital invested

Capital invested by funds: $131B → $130B (-$1.58B)

12% less funds holding in top 10

Funds holding in top 10: 306270 (-36)

Holders
1,794
Holders Change
+5
Holders Change %
+0.28%
% of All Funds
51.54%
Holding in Top 10
270
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-11.76%
% of All Funds
7.76%
New
67
Increased
786
Reduced
726
Closed
52
Calls
$2.55B
Puts
$1.63B
Net Calls
+$918M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
776
Community Financial System
New York
$5.46M +$38.1K +473 +0.7%
OSNBOA
777
Old Second National Bank of Aurora
Illinois
$5.45M +$85.8K +1,064 +2%
CPA
778
Court Place Advisors
Maryland
$5.44M +$48.4K +600 +0.9%
RT
779
Rockland Trust
Massachusetts
$5.42M +$260K +3,227 +5%
Mariner
780
Mariner
Kansas
$5.41M +$39.7K +492 +0.7%
HIC
781
Harvey Investment Company
Kentucky
$5.41M -$80.6K -1,000 -1%
LM
782
Lincluden Management
Ontario, Canada
$5.41M +$660K +8,190 +14%
AAM
783
AR Asset Management
California
$5.39M
VC
784
Vestor Capital
Illinois
$5.38M +$105K +1,307 +2%
SCM
785
Stux Capital Management
New York
$5.36M +$2.81M +34,800 +104%
HFS
786
Haverford Financial Services
Pennsylvania
$5.35M -$106K -1,309 -2%
HCC
787
Hirtle Callaghan & Co
Pennsylvania
$5.34M
EOJOAM
788
E. Ohman J:or Asset Management
Sweden
$5.34M -$185K -2,300 -3%
MBTD
789
Mechanics Bank - Trust Department
California
$5.33M -$209K -2,593 -4%
NL
790
NWAM LLC
Washington
$5.32M +$74.3K +921 +1%
SGAM
791
Steinberg Global Asset Management
Florida
$5.31M +$172K +2,129 +3%
CIA
792
Capital Investment Advisors
Georgia
$5.28M -$48K -595 -0.9%
AIA
793
Alerus Investment Advisors
Minnesota
$5.28M -$645 -8 -0%
LRPA
794
L. Roy Papp & Associates
Arizona
$5.22M +$173K +2,142 +3%
IIC
795
Ironwood Investment Counsel
Arizona
$5.2M +$302K +3,740 +6%
NAM
796
NTV Asset Management
West Virginia
$5.19M -$20K -248 -0.4%
CPO
797
Cerity Partners OCIO
New York
$5.18M -$221K -2,743 -4%
FSC
798
Fiduciary Services Corp
Georgia
$5.18M -$42.7K -529 -0.8%
AssetMark Inc
799
AssetMark Inc
California
$5.16M +$455K +5,644 +9%
SSWM
800
Smith Salley Wealth Management
North Carolina
$5.14M +$2.77M +34,305 +110%

PG Hedge Fund Activity: Q2 2014 in Review

1,794 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2014, worth a combined $130B — down 1.2% from $131B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PG positions and 52 closed out — a net gain of 15 holders — while 786 added to existing stakes and 726 trimmed.

The largest buyer was Norges Bank, adding an estimated $1.6B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.4B.

  • 1,794 institutional investors held Procter & Gamble (PG) as of Q2 2014, up from 1,789 in Q1 2014.
  • Funds reported $130B of Procter & Gamble stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 67 funds opened new Procter & Gamble positions in Q2 2014 and 52 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2014 was Norges Bank, an estimated $1.6B added.
  • The largest Procter & Gamble seller in Q2 2014 was T. Rowe Price Associates, an estimated $1.4B sold.

Based on aggregated 13F filings for Q2 2014.