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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
PTC
901
Petrus Trust Company
Texas
$4.05M
KJHP
902
K.J. Harrison & Partners
Ontario, Canada
$4.05M +$8.06K +100 +0.2%
LG
903
LaFleur & Godfrey
Michigan
$4.05M +$12.1K +150 +0.3%
EWM
904
Endurance Wealth Management
Rhode Island
$4.04M +$41.6K +516 +1%
FMC
905
First Merchants Corp
Indiana
$4.04M +$125K +1,548 +3%
HCM
906
Hollencrest Capital Management
California
$4.04M +$2.42M +30,065 +141%
WAM
907
Wolverine Asset Management
Illinois
$4M +$1.61M +19,999 +65%
BII
908
Bainco International Investors
Massachusetts
$4M -$19.8K -245 -0.5%
BRWA
909
B. Riley Wealth Advisors
Florida
$3.97M +$4.08M +50,569 +173%
EVM
910
Evelyn V. Moreno
$3.96M +$142K +1,755 +4%
PAMG
911
Patton Albertson Miller Group
Tennessee
$3.94M -$497K -6,169 -11%
MHIM
912
MacNealy Hoover Investment Management
Ohio
$3.93M -$30.2K -375 -0.7%
KCMRT
913
Kemper Corp Master Retirement Trust
Illinois
$3.93M
CFC
914
Cincinnati Financial Corp
Ohio
$3.92M
AHC
915
Adell Harriman & Carpenter
Texas
$3.91M -$194K -2,409 -5%
AUB
916
Atlantic Union Bankshares
Virginia
$3.91M -$381K -4,728 -9%
FBP
917
Flippin Bruce & Porter
Virginia
$3.88M +$36.3K +450 +0.9%
CIP
918
Cornerstone Investment Partners
Georgia
$3.88M +$3.98M +49,370 New
EGA
919
Eagle Global Advisors
Texas
$3.85M -$138K -1,714 -3%
LCP
920
Legacy Capital Partners
Wisconsin
$3.85M +$78.9K +979 +2%
BTNA
921
Bremer Trust National Association
Minnesota
$3.82M +$19.6K +243 +0.5%
ECM
922
Estabrook Capital Management
New York
$3.82M -$775K -9,608 -17%
GCM
923
Garland Capital Management
Washington
$3.79M +$4.03K +50 +0.1%
OCM
924
Oakwood Capital Management
California
$3.78M +$71.2K +883 +2%
JIC
925
Joel Isaacson & Co
New York
$3.77M +$47.4K +588 +1%

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.