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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
FNBTCON
851
First National Bank & Trust Co of Newtown
Pennsylvania
$4.55M -$8.47K -105 -0.2%
RWM
852
Rench Wealth Management
Texas
$4.53M -$153K -1,903 -3%
CICI
853
Capital Investment Counsel Inc
North Carolina
$4.53M -$74.2K -920 -2%
PAM
854
PartnerRe Asset Management
Connecticut
$4.52M -$644K -7,990 -12%
GLA
855
Great Lakes Advisors
Illinois
$4.5M +$65K +806 +1%
HAIM
856
Hunter Associates Investment Management
Pennsylvania
$4.5M +$19K +236 +0.4%
HC
857
HHG & Company
Connecticut
$4.49M +$84.6K +1,049 +2%
CC
858
ClearArc Capital
Ohio
$4.49M +$81 +1 +0%
AIM
859
AMI Investment Management
Indiana
$4.48M
KFS
860
KMS Financial Services
Washington
$4.48M +$176K +2,184 +4%
DWT
861
Dorsey & Whitney Trust
South Dakota
$4.48M +$469K +5,820 +11%
BPM
862
Bowling Portfolio Management
Ohio
$4.47M +$11.5K +143 +0.3%
FBC
863
Fairfield, Bush & Co
Connecticut
$4.46M -$101K -1,249 -2%
CAM
864
Congress Asset Management
Massachusetts
$4.46M -$64.7K -802 -1%
MYLI
865
Meiji Yasuda Life Insurance
Japan
$4.46M -$77.8K -965 -2%
DPIM
866
Duff & Phelps Investment Management
Illinois
$4.44M +$36.3K +450 +0.8%
IIM
867
Ipswich Investment Management
Massachusetts
$4.44M -$43K -533 -0.9%
GIA
868
Guyasuta Investment Advisors
Pennsylvania
$4.43M +$119K +1,477 +3%
TFA
869
Toth Financial Advisory
Virginia
$4.43M +$220K +2,729 +5%
WA
870
WBH Advisory
Maryland
$4.42M -$52.4K -650 -1%
AA
871
Ancora Advisors
Ohio
$4.41M +$80.1K +993 +2%
SLF
872
Sun Life Financial
Ontario, Canada
$4.4M -$434K -5,380 -9%
AF
873
Arrow Financial
New York
$4.4M -$8.47K -105 -0.2%
HA
874
Hamel Associates
New Jersey
$4.38M -$5.24K -65 -0.1%
PAM
875
Private Asset Management
California
$4.38M -$175K -2,166 -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.