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Procter & Gamble

1,788 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 744 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $1.56B

13% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 71

0.19% less ownership

Funds ownership: 60.32%60.13% (-0.19%)

0% less funds holding

Funds holding: 1,7961,788 (-8)

1% less capital invested

Capital invested by funds: $133B → $131B (-$1.8B)

6% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 789

11% less funds holding in top 10

Funds holding in top 10: 344306 (-38)

Holders
1,788
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.63%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
744
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
801
Century Capital Management
Massachusetts
$5.01M
CC
802
Courier Capital
New York
$4.97M -$104K -1,324 -2%
BIC
803
Bridges Investment Counsel
Nebraska
$4.95M -$70.6K -896 -1%
SLF
804
Sun Life Financial
Ontario, Canada
$4.95M -$2.16M -27,411 -31%
SNT
805
Security National Trust
West Virginia
$4.93M +$66K +838 +1%
AIC
806
Argus Investors Counsel
New York
$4.92M -$3.94K -50 -0.1%
MA
807
MCF Advisors
Kentucky
$4.92M +$96.4K +1,223 +2%
PL
808
Parkwood LLC
Ohio
$4.91M +$4.63M +58,703 +2,610%
LIM
809
Leavell Investment Management
Alabama
$4.9M +$30K +381 +0.6%
LM
810
Lincluden Management
Ontario, Canada
$4.88M +$137K +1,738 +3%
CIM
811
Confluence Investment Management
Missouri
$4.88M +$650K +8,251 +16%
LBC
812
Lawrence B. Cohen
$4.88M -$49.9K -633 -1%
Mackenzie Financial
813
Mackenzie Financial
Ontario, Canada
$4.88M +$537K +6,814 +13%
SHGA
814
Sand Hill Global Advisors
California
$4.88M +$168K +2,130 +4%
SWK
815
Stephen W. Kidder
$4.87M -$96.5K -1,225 -2%
K
816
Kemper
Illinois
$4.87M
AssetMark Inc
817
AssetMark Inc
California
$4.84M +$1.15M +14,577 +32%
CVSCT
818
C.V. Starr & Co Trust
New York
$4.84M
RWM
819
Rench Wealth Management
Texas
$4.8M +$29.1K +369 +0.6%
LA
820
Lynch & Associates
Indiana
$4.78M -$7.41K -94 -0.2%
WKWM
821
Walter & Keenan Wealth Management
Indiana
$4.76M +$4.65M +59,017 New
FNBTCON
822
First National Bank & Trust Co of Newtown
Pennsylvania
$4.75M -$60.7K -770 -1%
WIC
823
Woodmont Investment Counsel
Tennessee
$4.73M +$175K +2,222 +4%
CIC
824
Cutler Investment Counsel
Oregon
$4.72M +$45.9K +582 +1%
CICI
825
Capital Investment Counsel Inc
North Carolina
$4.72M +$65K +825 +1%

PG Hedge Fund Activity: Q1 2014 in Review

1,788 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2014, worth a combined $131B — down 1.4% from $133B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PG positions and 71 closed out — a net gain of 9 holders — while 744 added to existing stakes and 789 trimmed.

The largest buyer was Capital World Investors, adding an estimated $341M. The largest seller was State Street, cutting an estimated $794M.

  • 1,788 institutional investors held Procter & Gamble (PG) as of Q1 2014, down from 1,796 in Q4 2013.
  • Funds reported $131B of Procter & Gamble stock for Q1 2014, down 1.4% quarter-over-quarter.
  • 80 funds opened new Procter & Gamble positions in Q1 2014 and 71 closed out, a net change of +9 holders.
  • The largest Procter & Gamble buyer in Q1 2014 was Capital World Investors, an estimated $341M added.
  • The largest Procter & Gamble seller in Q1 2014 was State Street, an estimated $794M sold.

Based on aggregated 13F filings for Q1 2014.