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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
HAM
876
Highstreet Asset Management
Ontario, Canada
$4.38M
TNB
877
Thomasville National Bank
Georgia
$4.36M +$324K +4,023 +8%
RIM
878
Regent Investment Management
Kentucky
$4.35M +$130K +1,610 +3%
IMOV
879
Investment Management of Virginia
Virginia
$4.33M -$4.05M -50,259 -48%
SSG
880
Summit Securities Group
New York
$4.3M +$4.37M +54,200 +10,840%
DSC
881
Duncker Streett & Co
Missouri
$4.29M +$114K +1,408 +3%
BIC
882
Bridges Investment Counsel
Nebraska
$4.29M -$547K -6,782 -11%
LC
883
Lilley & Co
Michigan
$4.25M +$28.5K +353 +0.7%
CTA
884
Chesley Taft & Associates
Illinois
$4.25M +$73.1K +906 +2%
PTC
885
Private Trust Company
Ohio
$4.25M +$701K +8,690 +19%
MKC
886
M. Kraus & Co
Vermont
$4.24M +$173K +2,140 +4%
LG
887
Laidlaw Group
New York
$4.23M +$23K +285 +0.5%
TBA
888
Train Babcock Advisors
New York
$4.21M -$14.1K -175 -0.3%
RC
889
RegentAtlantic Capital
New Jersey
$4.2M -$266K -3,305 -6%
GG
890
Greenwood Gearhart
Arkansas
$4.19M +$759K +9,416 +21%
AIP
891
Ameritas Investment Partners
Nebraska
$4.18M -$45.2K -561 -1%
WSTAM
892
Wilbanks Smith & Thomas Asset Management
Virginia
$4.16M +$58.7K +728 +1%
WFG
893
Wills Financial Group
Virginia
$4.14M +$252K +3,126 +6%
IHL
894
Investment House LLC
California
$4.13M -$80.6K -1,000 -2%
MJP
895
Michael J. Puzo
$4.13M +$323 +4 +0%
BOC
896
Barbara Oil Co
Illinois
$4.09M
GA
897
GFS Advisors
Texas
$4.08M
SGCA
898
Steel Grove Capital Advisors
Tennessee
$4.07M +$20.4K +253 +0.5%
AAM
899
Aston Asset Management
Illinois
$4.07M -$25.8K -320 -0.6%
CI
900
Constellation Investments
Ohio
$4.06M +$64.5K +800 +2%

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.