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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
DBG
801
De Burlo Group
Massachusetts
$5.13M -$1.45M -18,000 -22%
AIC
802
Argus Investors Counsel
New York
$5.13M +$335K +4,155 +7%
NME
803
Notis-McConarty Edward
$5.12M -$23.1K -287 -0.4%
SM
804
Stratton Management
Pennsylvania
$5.09M -$44.2K -548 -0.8%
FCBT
805
First Citizens Bank & Trust
North Carolina
$5.08M +$50K +620 +1%
TH
806
TCTC Holdings
Texas
$5.07M
CB
807
Chemical Bank
Michigan
$5.05M -$15.7K -195 -0.3%
SIG
808
Sky Investment Group
Connecticut
$5.04M -$797K -9,880 -13%
WP
809
WMS Partners
Maryland
$5M -$99.8K -1,238 -2%
ERIM
810
Eagle Ridge Investment Management
Connecticut
$5M +$23K +285 +0.5%
FPCM
811
Financial Partners Capital Management
New York
$4.99M +$3.76M +46,670 +277%
BA
812
Bridgewater Associates
Connecticut
$4.94M +$5.07M +62,831 New
MA
813
MCF Advisors
Kentucky
$4.92M +$5.32K +66 +0.1%
QT
814
Quantbot Technologies
New York
$4.91M +$5.04M +62,457 New
PI
815
Pettee Investors
Connecticut
$4.91M
SHGA
816
Sand Hill Global Advisors
California
$4.9M +$153K +1,892 +3%
KB
817
Kimelman & Baird
New York
$4.87M -$113K -1,400 -2%
SNT
818
Security National Trust
West Virginia
$4.86M +$52.2K +647 +1%
CC
819
Courier Capital
New York
$4.84M -$7.9K -98 -0.2%
PMG
820
ProVise Management Group
Florida
$4.83M +$1.75M +21,672 +54%
PL
821
Parkwood LLC
Ohio
$4.82M +$32.1K +398 +0.7%
LIM
822
Leavell Investment Management
Alabama
$4.8M +$20.2K +251 +0.4%
DCC
823
Dow Chemical Company
Michigan
$4.79M +$4.92M +61,000 New
BHIA
824
Birch Hill Investment Advisors
Massachusetts
$4.79M -$106K -1,310 -2%
CAG
825
Crestwood Advisors Group
Massachusetts
$4.78M -$195K -2,416 -4%

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.