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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
AO
826
Allen Operations
New York
$4.7M
ECM
827
Estabrook Capital Management
New York
$4.69M -$444K -5,631 -9%
FBC
828
Fairfield, Bush & Co
Connecticut
$4.68M -$887K -11,263 -16%
AMIM
829
Aull & Monroe Investment Management
Alabama
$4.68M -$5.52K -70 -0.1%
PAM
830
Private Asset Management
California
$4.66M -$185K -2,350 -4%
MYLI
831
Meiji Yasuda Life Insurance
Japan
$4.65M -$426K -5,404 -9%
CAM
832
Congress Asset Management
Massachusetts
$4.64M -$878K -11,138 -16%
SIG
833
Schooner Investment Group
Pennsylvania
$4.63M
FMBTD
834
First Midwest Bank Trust Division
Illinois
$4.61M +$250K +3,176 +6%
CC
835
ClearArc Capital
Ohio
$4.6M +$327K +4,145 +8%
AIM
836
AMI Investment Management
Indiana
$4.6M +$2.52M +32,025 +128%
IIM
837
Ipswich Investment Management
Massachusetts
$4.59M +$108K +1,368 +2%
HAIM
838
Hunter Associates Investment Management
Pennsylvania
$4.59M -$233K -2,959 -5%
CRCM
839
Crystal Rock Capital Management
Illinois
$4.58M -$699K -8,865 -13%
WA
840
WBH Advisory
Maryland
$4.58M -$13.5K -171 -0.3%
BPM
841
Bowling Portfolio Management
Ohio
$4.58M -$335K -4,251 -7%
RC
842
RegentAtlantic Capital
New Jersey
$4.57M -$485K -6,160 -10%
GLA
843
Great Lakes Advisors
Illinois
$4.55M -$110K -1,401 -2%
WFG
844
Windsor Financial Group
Minnesota
$4.54M +$195K +2,475 +5%
PAMG
845
Patton Albertson Miller Group
Tennessee
$4.52M -$436K -5,528 -9%
DPIM
846
Duff & Phelps Investment Management
Illinois
$4.52M -$48.9K -620 -1%
AF
847
Arrow Financial
New York
$4.52M -$190K -2,415 -4%
PL
848
Perpetual Ltd
Australia
$4.52M -$47.3K -600 -1%
OIM
849
Opus Investment Management
Massachusetts
$4.51M +$2.36M +30,000 +115%
BMCMI
850
Bryn Mawr Capital Management Inc
Pennsylvania
$4.51M +$4.41M +55,940 New

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.