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Procter & Gamble
PG

1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 41

119% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $2.29B

9% more capital invested

Capital invested by funds: $122B → $133B (+$11B)

9% more funds holding

Funds holding: 1,652 → 1,797 (+145)

8% more funds holding in top 10

Funds holding in top 10: 318 → 344 (+26)

1.18% more ownership

Funds ownership: 59.14% → 60.32% (+1.2%)

29% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 825

Holders
1,797
Holders Change
+145
Holders Change %
+8.78%
% of All Funds
52.13%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.98%
New
207
Increased
586
Reduced
825
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
Goldman Sachs
Goldman Sachs
New York
-$160M
3
Norges Bank
Norges Bank
Norway
-$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
American Century Companies
American Century Companies
Missouri
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
976
Richard Bernstein Advisors
New York
$3.07M -$1.41M -17,326 -31%
UBWV
977
United Bank (West Virginia)
West Virginia
$3M -$60.4K -741 -2%
SIC
978
Shoker Investment Counsel
Ohio
$2.99M +$3M +36,766 New
CHC
979
City Holding Co
West Virginia
$2.99M +$3M +36,769 New
VV
980
Verity & Verity
South Carolina
$2.99M -$179K -2,199 -6%
KLWA
981
Kelly Lawrence W & Associates
California
$2.98M -$24.4K -300 -0.8%
AWM
982
Altavista Wealth Management
North Carolina
$2.97M -$353K -4,331 -11%
HIC
983
Hartline Investment Corp
Illinois
$2.97M – – –
SMM
984
Stadion Money Management
Georgia
$2.96M +$176K +2,159 +6%
FLPIM
985
F.L. Putnam Investment Management
Massachusetts
$2.94M -$183K -2,250 -6%
GCP
986
GSA Capital Partners
United Kingdom
$2.94M +$63.9K +784 +2%
GA
987
GFS Advisors
Texas
$2.94M -$538K -6,600 -15%
NAP
988
New Amsterdam Partners
New York
$2.92M -$23.1K -284 -0.8%
KIG
989
Kovitz Investment Group
Illinois
$2.91M +$35.9K +441 +1%
RH
990
Rayner & Haynor
California
$2.91M +$2.91M +35,691 New
MA
991
Marshwinds Advisory
Georgia
$2.9M +$368K +4,518 +15%
UR
992
USCA RIA
Texas
$2.89M +$17.8K +218 +0.6%
BFG
993
Beacon Financial Group
Texas
$2.88M +$69.5K +853 +2%
MPAM
994
Murphy Pohlad Asset Management
Minnesota
$2.88M – – –
SHA
995
Smith Hayes Advisers
Nebraska
$2.87M +$41.6K +511 +1%
SAM
996
Smithbridge Asset Management
Pennsylvania
$2.87M -$73.3K -900 -2%
AF
997
Aldebaran Financial
$2.85M +$2.85M +35,043 New
GP
998
Girard Partners
Pennsylvania
$2.85M +$2.85M +35,007 New
BWAM
999
Boyd Watterson Asset Management
Ohio
$2.84M -$630K -7,730 -18%
NSAM
1000
North Star Asset Management
Wisconsin
$2.84M -$264K -3,239 -9%
38 39
40
41 42

PG Hedge Fund Activity: Q4 2013 in Review

1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
  • Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
  • 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
  • The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
  • The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2013.