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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
CTA
876
Chesley Taft & Associates
Illinois
$4.39M -$140K -1,710 -3%
MJP
877
Michael J. Puzo
$4.39M -$13.5K -165 -0.3%
FMC
878
First Merchants Corp
Indiana
$4.37M +$62.5K +763 +1%
BOC
879
Barbara Oil Co
Illinois
$4.35M
HCA
880
Horan Capital Advisors
Ohio
$4.35M -$521K -6,364 -11%
GA
881
GFS Advisors
Texas
$4.34M
EVM
882
Evelyn V. Moreno
$4.33M +$107K +1,311 +3%
KJHP
883
K.J. Harrison & Partners
Ontario, Canada
$4.3M -$8.19K -100 -0.2%
KB
884
Kimelman & Baird
New York
$4.29M -$877K -10,700 -17%
SSG
885
Summit Securities Group
New York
$4.27M -$303K -3,700 -7%
AW
886
ACG Wealth
Georgia
$4.27M -$2.11M -25,722 -34%
MHIM
887
MacNealy Hoover Investment Management
Ohio
$4.27M +$74.6K +910 +2%
LCP
888
Legacy Capital Partners
Wisconsin
$4.25M +$153K +1,869 +4%
FAAM
889
First Allied Asset Management
California
$4.23M +$183K +2,238 +5%
FAAS
890
First Allied Advisory Services
California
$4.22M -$1.72M -21,000 -29%
CIP
891
Cornerstone Investment Partners
Georgia
$4.22M +$86.9K +1,060 +2%
AIP
892
Ameritas Investment Partners
Nebraska
$4.2M -$253K -3,090 -6%
AUB
893
Atlantic Union Bankshares
Virginia
$4.19M +$23.8K +290 +0.6%
KCMRT
894
Kemper Corp Master Retirement Trust
Illinois
$4.19M
WKWM
895
Walter & Keenan Wealth Management
Indiana
$4.18M -$819K -10,000 -17%
FBP
896
Flippin Bruce & Porter
Virginia
$4.18M +$45.1K +550 +1%
CFC
897
Cincinnati Financial Corp
Ohio
$4.18M
SIG
898
Schooner Investment Group
Pennsylvania
$4.16M -$615K -7,500 -13%
AIMCA
899
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.15M +$4.06M +49,600 New
ACM
900
Aviance Capital Management
Florida
$4.15M +$2.79M +34,049 +219%

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.