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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
CC
801
Courier Capital
New York
$5.18M +$18.9K +231 +0.4%
LIM
802
Leavell Investment Management
Alabama
$5.16M +$50.8K +620 +1%
SM
803
Stratton Management
Pennsylvania
$5.14M -$278K -3,395 -5%
BCM
804
Bluefin Capital Management
New York
$5.11M +$2.25M +27,475 +82%
DCC
805
Dow Chemical Company
Michigan
$5.11M
BHIA
806
Birch Hill Investment Advisors
Massachusetts
$5.1M -$4.59K -56 -0.1%
QI
807
Quotient Investors
New York
$5.09M +$3.66M +44,660 +277%
CAG
808
Crestwood Advisors Group
Massachusetts
$5.08M -$8.52K -104 -0.2%
LA
809
Leonetti & Associates
Illinois
$5.08M +$4.97M +60,700 New
GIM
810
Goelzer Investment Management
Indiana
$5.08M +$1.43M +17,513 +41%
SIP
811
Stoneridge Investment Partners
Pennsylvania
$5.06M +$26.2K +320 +0.5%
K
812
Kemper
Illinois
$5.06M
CSS
813
Cubist Systematic Strategies
Connecticut
$5.03M +$1.88M +22,919 +62%
TNB
814
Thomasville National Bank
Georgia
$5.03M +$373K +4,547 +8%
CVSCT
815
C.V. Starr & Co Trust
New York
$5.02M
RWM
816
Rench Wealth Management
Texas
$5.02M +$190K +2,317 +4%
Capital Fund Management (CFM)
817
Capital Fund Management (CFM)
France
$5.02M -$44.6M -544,344 -90%
FMBTD
818
First Midwest Bank Trust Division
Illinois
$5.01M +$108K +1,314 +2%
RB
819
Rodgers Brothers
Pennsylvania
$4.99M -$4.92K -60 -0.1%
HVIA
820
Hudson Valley Investment Advisors
New York
$4.97M -$8.19K -100 -0.2%
AMIM
821
Aull & Monroe Investment Management
Alabama
$4.95M +$15.3K +187 +0.3%
FCMC
822
Founders Capital Management (Connecticut)
Connecticut
$4.95M +$12.3K +150 +0.3%
RFS
823
Rockefeller Financial Services
New York
$4.94M -$2.87K -35 -0.1%
LBC
824
Lawrence B. Cohen
$4.93M -$82.1K -1,002 -2%
WFG
825
Windsor Financial Group
Minnesota
$4.92M +$39.8K +486 +0.8%

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.