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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
HC
851
HHG & Company
Connecticut
$4.51M +$389K +4,942 +10%
HA
852
Hamel Associates
New Jersey
$4.5M +$94.6K +1,200 +2%
HAM
853
Highstreet Asset Management
Ontario, Canada
$4.49M -$110K -1,400 -2%
AA
854
Ancora Advisors
Ohio
$4.45M +$311K +3,945 +8%
CA
855
Cetera Advisors
Colorado
$4.43M +$73.4K +931 +2%
GIA
856
Guyasuta Investment Advisors
Pennsylvania
$4.43M +$95.3K +1,210 +2%
KFS
857
KMS Financial Services
Washington
$4.42M +$634K +8,046 +17%
HCA
858
Horan Capital Advisors
Ohio
$4.37M +$93.9K +1,192 +2%
TBA
859
Train Babcock Advisors
New York
$4.33M -$651K -8,268 -13%
LC
860
Lilley & Co
Michigan
$4.33M +$15.7K +199 +0.4%
AIP
861
Ameritas Investment Partners
Nebraska
$4.33M -$1.71M -21,754 -29%
RIM
862
Regent Investment Management
Kentucky
$4.33M +$944K +11,983 +29%
TFA
863
Toth Financial Advisory
Virginia
$4.32M +$20.3K +258 +0.5%
IHL
864
Investment House LLC
California
$4.32M
LG
865
Laidlaw Group
New York
$4.32M +$230K +2,916 +6%
DSC
866
Duncker Streett & Co
Missouri
$4.29M -$16.9K -214 -0.4%
CTA
867
Chesley Taft & Associates
Illinois
$4.29M -$2.23M -28,335 -35%
RCWMU
868
Rothschild & Co Wealth Management (UK)
United Kingdom
$4.24M +$4.15M +52,645 New
AUB
869
Atlantic Union Bankshares
Virginia
$4.24M +$4.3M +54,515 New
RFS
870
Rockefeller Financial Services
New York
$4.24M +$969K +12,300 +31%
MJP
871
Michael J. Puzo
$4.24M -$24.5K -311 -0.6%
AHC
872
Adell Harriman & Carpenter
Texas
$4.21M -$54.4K -690 -1%
WFM
873
Wilmington Funds Management
Delaware
$4.21M
WSTAM
874
Wilbanks Smith & Thomas Asset Management
Virginia
$4.2M -$167K -2,125 -4%
AAM
875
Aston Asset Management
Illinois
$4.2M +$147K +1,866 +4%

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.