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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
VST
826
Van Strum & Towne
California
$4.78M -$117K -1,450 -2%
K
827
Kemper
Illinois
$4.75M
LA
828
Lynch & Associates
Indiana
$4.73M +$71.8K +891 +2%
SIP
829
Stoneridge Investment Partners
Pennsylvania
$4.73M -$3.4M -42,109 -41%
CVSCT
830
C.V. Starr & Co Trust
New York
$4.71M
WKWM
831
Walter & Keenan Wealth Management
Indiana
$4.71M +$75.7K +939 +2%
LBC
832
Lawrence B. Cohen
$4.71M -$48.8K -605 -1%
RB
833
Rodgers Brothers
Pennsylvania
$4.69M -$253K -3,142 -5%
SWK
834
Stephen W. Kidder
$4.69M -$62.1K -770 -1%
HVIA
835
Hudson Valley Investment Advisors
New York
$4.68M -$276K -3,417 -5%
PL
836
Perpetual Ltd
Australia
$4.67M +$278K +3,450 +6%
WIC
837
Woodmont Investment Counsel
Tennessee
$4.65M +$41.5K +515 +0.9%
PCA
838
Personal Capital Advisors
California
$4.64M +$1.27M +15,771 +36%
CIC
839
Cutler Investment Counsel
Oregon
$4.64M +$35.4K +439 +0.7%
RFS
840
Rockefeller Financial Services
New York
$4.64M +$519K +6,435 +12%
FCMC
841
Founders Capital Management (Connecticut)
Connecticut
$4.63M +$722K +8,959 +18%
AMIM
842
Aull & Monroe Investment Management
Alabama
$4.63M +$72.6K +900 +2%
FMBTD
843
First Midwest Bank Trust Division
Illinois
$4.6M +$110K +1,370 +2%
MFS
844
MSI Financial Services
Massachusetts
$4.59M +$937K +11,617 +25%
HCA
845
Horan Capital Advisors
Ohio
$4.58M +$335K +4,158 +8%
AO
846
Allen Operations
New York
$4.58M
WFG
847
Windsor Financial Group
Minnesota
$4.58M +$157K +1,950 +3%
SIG
848
Schooner Investment Group
Pennsylvania
$4.56M
ONB
849
Old National Bancorp
Indiana
$4.56M +$2.83M +35,068 +153%
OIM
850
Opus Investment Management
Massachusetts
$4.56M +$161K +2,000 +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.