We are live on ! Find out more
PG icon

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
ISB
951
Iowa State Bank
Iowa
$3.37M +$104K +1,321 +3%
CCT
952
Country Club Trust
Missouri
$3.36M -$171K -2,168 -5%
AW
953
ACG Wealth
Georgia
$3.35M -$858K -10,884 -21%
OCM
954
Osterweis Capital Management
California
$3.33M -$69.3K -880 -2%
BMC
955
Benin Management Corp
Connecticut
$3.33M -$449K -5,700 -12%
TBNY
956
Trustco Bank (New York)
New York
$3.33M -$25.5K -324 -0.8%
MAM
957
Mizuho Asset Management
Japan
$3.3M +$235K +2,987 +8%
DIA
958
Denver Investment Advisors
Colorado
$3.3M -$922K -11,702 -22%
MRCM
959
M&R Capital Management
New Jersey
$3.29M +$87.5K +1,110 +3%
VIA
960
Vantage Investment Advisors
Pennsylvania
$3.26M +$193K +2,451 +6%
CHC
961
City Holding Co
West Virginia
$3.25M +$285K +3,614 +10%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$3.25M +$138K +1,757 +5%
SFS
963
Strategic Financial Services
New York
$3.24M +$768K +9,752 +32%
UF
964
Univest Financial
Pennsylvania
$3.23M -$546K -6,924 -15%
ICOA
965
Investment Centers of America
North Dakota
$3.23M +$1.32M +16,800 +67%
NIMC
966
NWQ Investment Management Company
California
$3.22M
ADBIC
967
A.D. Beadell Investment Counsel
Wisconsin
$3.22M +$171K +2,175 +6%
PSI
968
Pinnacle Summer Investments
Virginia
$3.22M +$87.9K +1,115 +3%
TF
969
Tompkins Financial
New York
$3.21M -$80.9K -1,027 -3%
PMG
970
ProVise Management Group
Florida
$3.21M +$429K +5,448 +16%
DLCIG
971
D.L. Carlson Investment Group
New Hampshire
$3.19M -$550K -6,975 -15%
DCM
972
Delta Capital Management
New Jersey
$3.17M +$1.58K +20 +0.1%
CWP
973
Capital Wealth Planning
Florida
$3.16M +$1.24M +15,765 +67%
CIM
974
CenturyLink Investment Management
Colorado
$3.15M -$662K -8,395 -18%
VV
975
Verity & Verity
South Carolina
$3.15M +$181K +2,297 +6%

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.