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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
BO
926
BRR OpCo
Ohio
$3.65M +$37.8K +480 +1%
MC
927
Martin & Co
Tennessee
$3.64M +$29.5K +375 +0.8%
BC
928
Burney Company
Virginia
$3.64M -$515K -6,534 -13%
OMCS
929
Old Mutual Customised Solutions
South Africa
$3.63M +$512K +6,500 +17%
MA
930
Montag & Associates
Georgia
$3.61M -$1.49M -18,858 -30%
SAS
931
Spectrum Advisory Services
Georgia
$3.58M -$18.9K -240 -0.5%
PP
932
Patten & Patten
Tennessee
$3.55M -$39.9K -506 -1%
CAM
933
Columbia Asset Management
Michigan
$3.55M +$76.2K +967 +2%
BCM
934
BTR Capital Management
California
$3.54M +$19.9K +252 +0.6%
GG
935
Greenwood Gearhart
Arkansas
$3.54M +$206K +2,617 +6%
Jane Street
936
Jane Street
New York
$3.53M +$2.07M +26,281 +150%
PHIMC
937
Private Harbour Investment Management & Counsel
Ohio
$3.52M +$18.1K +230 +0.5%
CCT
938
Capital City Trust
Florida
$3.5M +$44.9K +570 +1%
PCA
939
Personal Capital Advisors
California
$3.49M +$969K +12,300 +40%
CCG
940
Chatham Capital Group
Georgia
$3.48M -$106K -1,346 -3%
AT
941
Arden Trust
Delaware
$3.47M -$254K -3,229 -7%
ST
942
Spinnaker Trust
Maine
$3.47M -$161K -2,046 -5%
GIM
943
Goelzer Investment Management
Indiana
$3.47M +$37.4K +475 +1%
ABP
944
Arthur B. Page
$3.45M +$139K +1,770 +4%
CCM
945
Compton Capital Management
Rhode Island
$3.45M -$56.3K -715 -2%
CYG
946
Clean Yield Group
Vermont
$3.43M +$1.15M +14,547 +52%
CCMINC
947
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.4M -$141K -1,794 -4%
ATC
948
Adirondack Trust Company
New York
$3.4M -$53.6K -680 -2%
IAM
949
Impax Asset Management
New Hampshire
$3.38M -$11.8K -150 -0.4%
TCCM
950
Timber Creek Capital Management
Massachusetts
$3.38M +$45.3K +575 +1%

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.