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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
BOC
876
Barbara Oil Co
Illinois
$4.19M
GA
877
GFS Advisors
Texas
$4.18M +$1.25M +15,800 +44%
MKC
878
M. Kraus & Co
Vermont
$4.17M +$7.88K +100 +0.2%
PTC
879
Petrus Trust Company
Texas
$4.16M
SGCA
880
Steel Grove Capital Advisors
Tennessee
$4.16M +$4.06M +51,557 New
TNB
881
Thomasville National Bank
Georgia
$4.15M +$279K +3,545 +7%
LG
882
LaFleur & Godfrey
Michigan
$4.14M -$2.43M -30,840 -38%
KJHP
883
K.J. Harrison & Partners
Ontario, Canada
$4.13M +$2.36M +30,000 +140%
BII
884
Bainco International Investors
Massachusetts
$4.12M -$624K -7,915 -13%
DWT
885
Dorsey & Whitney Trust
South Dakota
$4.12M +$1.5K +19 +0%
WIC
886
Whitegate Investment Counselors
New Hampshire
$4.11M +$3.94M +49,983 New
EWM
887
Endurance Wealth Management
Rhode Island
$4.1M +$8.82K +112 +0.2%
CI
888
Constellation Investments
Ohio
$4.1M +$70.9K +900 +2%
EGA
889
Eagle Global Advisors
Texas
$4.08M -$26.9K -342 -0.7%
MHIM
890
MacNealy Hoover Investment Management
Ohio
$4.06M +$98.3K +1,247 +3%
FCMC
891
Founders Capital Management (Connecticut)
Connecticut
$4.03M -$85.1K -1,080 -2%
KCMRT
892
Kemper Corp Master Retirement Trust
Illinois
$4.03M
CFC
893
Cincinnati Financial Corp
Ohio
$4.02M
FMC
894
First Merchants Corp
Indiana
$4.01M -$94.4K -1,198 -2%
WFG
895
Wills Financial Group
Virginia
$3.99M +$381K +4,838 +11%
FBP
896
Flippin Bruce & Porter
Virginia
$3.94M +$103K +1,313 +3%
ESCM
897
Echo Street Capital Management
New York
$3.92M +$3.83M +48,656 New
LNWWM
898
Laird Norton Wetherby Wealth Management
California
$3.92M -$85.7K -1,088 -2%
EVM
899
Evelyn V. Moreno
$3.92M +$152K +1,924 +4%
BCMO
900
Buckingham Capital Management (Ohio)
Ohio
$3.91M -$104K -1,325 -3%

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.