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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
CGI
976
CI Global Investments
California
$3.35M -$19.3M -235,000 -85%
AMCA
977
Arthur M. Cohen & Associates
Illinois
$3.34M +$3.01M +36,735 New
BFG
978
Beacon Financial Group
Texas
$3.34M +$141K +1,717 +5%
SFS
979
Strategic Financial Services
New York
$3.32M -$21.8K -266 -0.7%
SCM
980
Schnieders Capital Management
California
$3.32M -$289K -3,525 -8%
PSI
981
Pinnacle Summer Investments
Virginia
$3.31M -$9.51K -116 -0.3%
TF
982
Tompkins Financial
New York
$3.29M -$13.4K -164 -0.4%
OCM
983
Osterweis Capital Management
California
$3.29M -$92.3K -1,126 -3%
CMBA
984
C.M. Bidwell & Associates
Hawaii
$3.28M -$13.1K -160 -0.4%
FMWA
985
Forvis Mazars Wealth Advisors
Missouri
$3.28M +$98K +1,196 +3%
DLCIG
986
D.L. Carlson Investment Group
New Hampshire
$3.28M +$52.9K +645 +2%
NC
987
Northpointe Capital
Michigan
$3.27M +$17.9K +219 +0.6%
PAMG
988
Patton Albertson Miller Group
Tennessee
$3.26M -$931K -11,363 -23%
AHB
989
Abner Herrman & Brock
New Jersey
$3.24M +$32.7K +399 +1%
MFBTD
990
MB Financial Bank - Trust Department
Illinois
$3.24M +$1.52M +18,564 +87%
VIP
991
Vantage Investment Partners
Missouri
$3.22M +$48.4K +591 +2%
CCT
992
Country Club Trust
Missouri
$3.22M -$308K -3,760 -9%
OMCS
993
Old Mutual Customised Solutions
South Africa
$3.21M -$156K -1,900 -5%
JPMIA
994
J.P. Marvel Investment Advisors
Massachusetts
$3.19M -$26.1K -319 -0.8%
SMM
995
Stadion Money Management
Georgia
$3.16M +$108K +1,323 +4%
FA
996
FDx Advisors
Illinois
$3.16M +$739K +9,017 +31%
CICI
997
Capital Investment Counsel Inc
North Carolina
$3.14M -$1.65M -20,092 -35%
SWP
998
Stratos Wealth Partners
Ohio
$3.13M +$64.3K +785 +2%
MCC
999
Mid Continent Capital
Illinois
$3.12M +$67.6K +825 +2%
P
1000
Pitcairn
Pennsylvania
$3.12M +$203K +2,475 +7%

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.