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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$288M +$5.51M +68,300 +2%
Principal Financial Group
77
Principal Financial Group
Iowa
$284M +$4.67M +57,960 +2%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$279M +$280M +3,474,399 +4,879%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$277M +$2.76M +34,196 +1%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$277M -$52.8M -655,400 -16%
JHIU
81
Janus Henderson Investors US
Colorado
$259M -$1.32M -16,325 -0.5%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$253M +$260M +3,218,945 New
RFC
83
Russell Frank Company
Washington
$250M -$9.24M -114,602 -3%
GJIC
84
Gamble Jones Investment Counsel
California
$247M -$274K -3,400 -0.1%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$242M +$10.6M +131,230 +4%
SO
86
STRS Ohio
Ohio
$241M +$25.7M +319,274 +12%
JIM
87
Jensen Investment Management
Oregon
$235M -$9.76M -120,988 -4%
PI
88
PGGM Investments
Netherlands
$233M +$12M +149,292 +5%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$232M -$10.6M -131,589 -4%
Barclays
90
Barclays
United Kingdom
$228M -$3.14M -38,929 -1%
BJ
91
BlackRock Japan
Japan
$224M -$17.5M -216,558 -7%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$214M +$34.3M +425,573 +19%
JFL
93
Jarislowsky, Fraser Ltd
Quebec, Canada
$199M +$708K +8,782 +0.3%
Credit Agricole
94
Credit Agricole
France
$194M +$48.2M +598,193 +32%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$193M -$158M -1,955,696 -44%
JIC
96
Johnson Investment Counsel
Ohio
$189M -$1.19M -14,734 -0.6%
Federated Hermes
97
Federated Hermes
Pennsylvania
$187M +$46.1M +571,899 +32%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$184M +$8.21M +101,817 +5%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$183M -$5.8M -71,892 -3%
AAM
100
Aberdeen Asset Management
United Kingdom
$182M +$109M +1,353,503 +141%

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.