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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
ATC
976
Adirondack Trust Company
New York
$3.3M -$10.1K -125 -0.3%
OMC
977
Overbrook Management Corp
New York
$3.29M -$272K -3,378 -7%
TBNY
978
Trustco Bank (New York)
New York
$3.26M +$14.4K +179 +0.4%
DIA
979
Denver Investment Advisors
Colorado
$3.25M +$37.6K +466 +1%
ADBIC
980
A.D. Beadell Investment Counsel
Wisconsin
$3.22M +$86.3K +1,070 +3%
UF
981
Univest Financial
Pennsylvania
$3.22M +$65.3K +810 +2%
MRCM
982
M&R Capital Management
New Jersey
$3.21M +$8.06K +100 +0.2%
BMC
983
Benin Management Corp
Connecticut
$3.21M -$44.3K -550 -1%
OCM
984
Osterweis Capital Management
California
$3.17M -$80.2K -995 -2%
CCIA
985
Campbell & Co Investment Adviser
Maryland
$3.17M +$3.25M +40,279 New
OMCS
986
Old Mutual Customised Solutions
South Africa
$3.16M -$387K -4,800 -11%
SFS
987
Strategic Financial Services
New York
$3.14M -$26.2K -325 -0.8%
PSI
988
Pinnacle Summer Investments
Virginia
$3.13M +$60.9K +755 +2%
CBT
989
Central Bank & Trust
Kentucky
$3.13M +$323 +4 +0%
TF
990
Tompkins Financial
New York
$3.1M -$30.5K -378 -0.9%
CMBA
991
C.M. Bidwell & Associates
Hawaii
$3.09M +$3.17M +39,350 New
DCM
992
Delta Capital Management
New Jersey
$3.09M
DCM
993
Dynamic Capital Management
Jersey
$3.09M +$3.17M +39,275 New
CIM
994
CenturyLink Investment Management
Colorado
$3.08M
NC
995
Northpointe Capital
Michigan
$3.05M +$1.28M +15,882 +69%
AF
996
Aldebaran Financial
$3.04M -$11.1K -138 -0.4%
DLCIG
997
D.L. Carlson Investment Group
New Hampshire
$3.02M -$83.1K -1,030 -3%
JPMIA
998
J.P. Marvel Investment Advisors
Massachusetts
$3.02M
AHB
999
Abner Herrman & Brock
New Jersey
$3.01M +$155K +1,920 +5%
BFG
1000
Beacon Financial Group
Texas
$2.99M +$13.2K +164 +0.4%

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.