We are live on ! Find out more
PG icon

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
CYG
951
Clean Yield Group
Vermont
$3.44M +$93.1K +1,155 +3%
MCM
952
MAI Capital Management
Ohio
$3.41M +$1.21M +15,037 +53%
CHC
953
City Holding Co
West Virginia
$3.41M +$302K +3,748 +9%
PFPT
954
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.41M +$555K +6,879 +19%
BC
955
Burney Company
Virginia
$3.4M -$150K -1,865 -4%
BCM
956
BTR Capital Management
California
$3.4M -$57K -707 -2%
ISB
957
Iowa State Bank
Iowa
$3.4M +$112K +1,392 +3%
CCG
958
Chatham Capital Group
Georgia
$3.4M +$323 +4 +0%
ITIM
959
Indiana Trust & Investment Management
Indiana
$3.39M +$879K +10,902 +34%
LBG
960
Lloyds Banking Group
United Kingdom
$3.39M -$123M -1,523,303 -97%
SCM
961
Schnieders Capital Management
California
$3.39M +$681K +8,443 +24%
GIM
962
Goelzer Investment Management
Indiana
$3.39M +$6.21K +77 +0.2%
CCT
963
Capital City Trust
Florida
$3.38M -$28.5K -353 -0.8%
ABP
964
Arthur B. Page
$3.38M +$10.7K +133 +0.3%
BST
965
Bath Savings Trust
Maine
$3.37M -$386K -4,782 -10%
CCMINC
966
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.35M +$40.4K +501 +1%
AT
967
Arden Trust
Delaware
$3.34M -$53.1K -658 -2%
VV
968
Verity & Verity
South Carolina
$3.33M +$274K +3,400 +9%
CCM
969
Compton Capital Management
Rhode Island
$3.33M -$33.4K -414 -1%
UBWV
970
United Bank (West Virginia)
West Virginia
$3.32M +$547K +6,781 +19%
CCT
971
Country Club Trust
Missouri
$3.32M +$46.8K +580 +1%
VIA
972
Vantage Investment Advisors
Pennsylvania
$3.32M +$143K +1,779 +4%
ST
973
Spinnaker Trust
Maine
$3.31M -$71.8K -890 -2%
TCCM
974
Timber Creek Capital Management
Massachusetts
$3.31M +$21.4K +265 +0.6%
RAM
975
RWC Asset Management
United Kingdom
$3.3M +$3.39M +42,044 New

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.