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Procter & Gamble
PG

1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 41

119% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $2.29B

9% more capital invested

Capital invested by funds: $122B → $133B (+$11B)

9% more funds holding

Funds holding: 1,652 → 1,797 (+145)

8% more funds holding in top 10

Funds holding in top 10: 318 → 344 (+26)

1.18% more ownership

Funds ownership: 59.14% → 60.32% (+1.2%)

29% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 825

Holders
1,797
Holders Change
+145
Holders Change %
+8.78%
% of All Funds
52.13%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.98%
New
207
Increased
586
Reduced
825
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
Goldman Sachs
Goldman Sachs
New York
-$160M
3
Norges Bank
Norges Bank
Norway
-$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
American Century Companies
American Century Companies
Missouri
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
801
Patton Albertson Miller Group
Tennessee
$5.02M -$292K -3,583 -5%
HVIA
802
Hudson Valley Investment Advisors
New York
$4.99M +$32.7K +401 +0.7%
LBC
803
Lawrence B. Cohen
$4.98M -$43.2K -530 -0.9%
AIC
804
Argus Investors Counsel
New York
$4.97M – – –
BPM
805
Bowling Portfolio Management
Ohio
$4.97M +$430K +5,278 +9%
Alyeska Investment Group
806
Alyeska Investment Group
Illinois
$4.94M +$4.94M +60,657 New
SGAM
807
Steinberg Global Asset Management
Florida
$4.93M +$63.5K +779 +1%
LIM
808
Leavell Investment Management
Alabama
$4.92M -$136K -1,670 -3%
K
809
Kemper
Illinois
$4.92M – – –
SNT
810
Security National Trust
West Virginia
$4.91M -$81.6K -1,001 -2%
RB
811
Rodgers Brothers
Pennsylvania
$4.91M -$4.48K -55 -0.1%
PAM
812
Private Asset Management
California
$4.9M -$30.6K -375 -0.6%
CVSCT
813
C.V. Starr & Co Trust
New York
$4.88M – – –
HAIM
814
Hunter Associates Investment Management
Pennsylvania
$4.88M +$24.4K +300 +0.5%
FNBTCON
815
First National Bank & Trust Co of Newtown
Pennsylvania
$4.86M -$176K -2,155 -3%
GA
816
Geneva Advisors
Illinois
$4.86M +$61.2K +751 +1%
LPC
817
Loeb Partners Corp
New York
$4.84M +$40.7K +500 +0.8%
LA
818
Lynch & Associates
Indiana
$4.84M +$151K +1,856 +3%
PAG
819
Private Advisor Group
New Jersey
$4.83M +$4.84M +59,382 New
RWM
820
Rench Wealth Management
Texas
$4.82M +$4.82M +59,204 New
MA
821
MCF Advisors
Kentucky
$4.82M +$50.3K +618 +1%
BII
822
Bainco International Investors
Massachusetts
$4.81M +$674K +8,275 +16%
LM
823
Lincluden Management
Ontario, Canada
$4.79M +$386K +4,735 +9%
FAAS
824
First Allied Advisory Services
California
$4.79M -$2.77M -34,041 -36%
AF
825
Arrow Financial
New York
$4.76M -$26.9K -330 -0.6%
31 32
33
34 35

PG Hedge Fund Activity: Q4 2013 in Review

1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
  • Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
  • 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
  • The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
  • The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2013.