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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
SNT
826
Security National Trust
West Virginia
$4.92M -$257K -3,137 -5%
NME
827
Notis-McConarty Edward
$4.9M -$547K -6,679 -10%
HCM
828
Hollencrest Capital Management
California
$4.88M +$571K +6,970 +14%
AO
829
Allen Operations
New York
$4.88M
MA
830
MCF Advisors
Kentucky
$4.87M -$50.9K -621 -1%
OIM
831
Opus Investment Management
Massachusetts
$4.86M
TFA
832
Toth Financial Advisory
Virginia
$4.85M +$126K +1,543 +3%
FNBTCON
833
First National Bank & Trust Co of Newtown
Pennsylvania
$4.84M -$85.8K -1,047 -2%
GIA
834
Guyasuta Investment Advisors
Pennsylvania
$4.82M +$94.1K +1,149 +2%
WIC
835
Woodmont Investment Counsel
Tennessee
$4.82M -$133K -1,626 -3%
PL
836
Perpetual Ltd
Australia
$4.81M -$164K -2,000 -3%
DWT
837
Dorsey & Whitney Trust
South Dakota
$4.79M +$16.9K +206 +0.4%
AIM
838
AMI Investment Management
Indiana
$4.79M +$9.67K +118 +0.2%
GG
839
Greenwood Gearhart
Arkansas
$4.76M +$291K +3,557 +7%
BPM
840
Bowling Portfolio Management
Ohio
$4.76M -$8.11K -99 -0.2%
AF
841
Arrow Financial
New York
$4.75M +$67.4K +822 +1%
MCM
842
MAI Capital Management
Ohio
$4.75M +$1.08M +13,235 +30%
IIM
843
Ipswich Investment Management
Massachusetts
$4.73M +$164 +2 +0%
FBC
844
Fairfield, Bush & Co
Connecticut
$4.72M -$33.5K -409 -0.7%
HAIM
845
Hunter Associates Investment Management
Pennsylvania
$4.69M -$99.6K -1,215 -2%
CC
846
ClearArc Capital
Ohio
$4.69M -$92.6K -1,130 -2%
WA
847
WBH Advisory
Maryland
$4.68M -$26.8K -327 -0.6%
AA
848
Ancora Advisors
Ohio
$4.67M -$32.6K -398 -0.7%
HA
849
Hamel Associates
New Jersey
$4.67M
WAM
850
Wolverine Asset Management
Illinois
$4.66M +$386K +4,716 +9%

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.