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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
ITIM
951
Indiana Trust & Investment Management
Indiana
$3.62M +$656 +8 +0%
VP
952
Value Partners
Hong Kong
$3.58M -$2.82M -34,386 -45%
FPCP
953
Fort Point Capital Partners
California
$3.58M +$3.5M +42,756 New
VIA
954
Vantage Investment Advisors
Pennsylvania
$3.56M +$28.7K +350 +0.8%
UBWV
955
United Bank (West Virginia)
West Virginia
$3.55M +$6.47K +79 +0.2%
AT
956
Arden Trust
Delaware
$3.54M -$12.7K -155 -0.4%
ATC
957
Adirondack Trust Company
New York
$3.54M +$24.6K +300 +0.7%
BST
958
Bath Savings Trust
Maine
$3.53M -$59.2K -723 -2%
TCCM
959
Timber Creek Capital Management
Massachusetts
$3.52M -$6.96K -85 -0.2%
AssetMark Inc
960
AssetMark Inc
California
$3.52M -$1.94M -23,692 -36%
BCM
961
BTR Capital Management
California
$3.51M -$103K -1,261 -3%
KIC
962
Keating Investment Counselors
Florida
$3.47M -$274K -3,350 -7%
OMC
963
Overbrook Management Corp
New York
$3.47M -$38.1K -465 -1%
DIA
964
Denver Investment Advisors
Colorado
$3.46M -$3.52K -43 -0.1%
UF
965
Univest Financial
Pennsylvania
$3.45M +$17.9K +219 +0.5%
TC
966
Taylor Cottrill
New Hampshire
$3.44M +$625K +7,627 +23%
ADBIC
967
A.D. Beadell Investment Counsel
Wisconsin
$3.43M +$2.05K +25 +0.1%
BMC
968
Benin Management Corp
Connecticut
$3.43M +$15.8K +193 +0.5%
MRCM
969
M&R Capital Management
New Jersey
$3.43M +$4.1K +50 +0.1%
CCM
970
Compton Capital Management
Rhode Island
$3.43M -$118K -1,440 -3%
TYCC
971
Texas Yale Capital Corp
Florida
$3.42M +$801K +9,776 +31%
Westfield Capital Management
972
Westfield Capital Management
Massachusetts
$3.39M +$2.76M +33,660 +491%
BIM
973
Bridges Investment Management
Nebraska
$3.37M +$194K +2,366 +6%
TBNY
974
Trustco Bank (New York)
New York
$3.37M -$103K -1,256 -3%
HTI
975
Hikari Tsushin Inc
Japan
$3.37M -$6.2M -75,700 -65%

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.