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Procter & Gamble

1,788 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 744 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $1.56B

13% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 71

0.19% less ownership

Funds ownership: 60.32%60.13% (-0.19%)

0% less funds holding

Funds holding: 1,7961,788 (-8)

1% less capital invested

Capital invested by funds: $133B → $131B (-$1.8B)

6% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 789

11% less funds holding in top 10

Funds holding in top 10: 344306 (-38)

Holders
1,788
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.63%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
744
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Altavista Wealth Management
North Carolina
$2.85M -$36.9K -468 -1%
UR
1002
USCA RIA
Texas
$2.85M -$5.99K -76 -0.2%
WCM
1003
Wisconsin Capital Management
Wisconsin
$2.85M -$1.2M -15,235 -30%
MPAM
1004
Murphy Pohlad Asset Management
Minnesota
$2.85M
RHFI
1005
Reilly Herbert Faulkner III
$2.83M +$35.8K +454 +1%
LP
1006
LMR Partners
United Kingdom
$2.82M +$2.76M +35,013 New
GIM
1007
Guardian Investment Management
California
$2.82M
SCA
1008
Salient Capital Advisors
Texas
$2.81M -$227K -2,878 -8%
SAM
1009
Smithbridge Asset Management
Pennsylvania
$2.81M -$31.1K -395 -1%
MHS
1010
M Holdings Securities
Oregon
$2.81M -$677K -8,590 -20%
FBB
1011
Fulton Breakefield Broenniman
Maryland
$2.8M +$709 +9 +0%
NCM
1012
Narwhal Capital Management
Georgia
$2.8M -$3.94K -50 -0.1%
SCM
1013
Schnieders Capital Management
California
$2.8M +$11.8K +150 +0.4%
MCM
1014
Manchester Capital Management
Vermont
$2.78M +$86.9K +1,103 +3%
BCM
1015
Bourgeon Capital Management
Connecticut
$2.77M -$23.6K -300 -0.9%
CCG
1016
Cypress Capital Group
Florida
$2.77M -$19.7K -250 -0.7%
SC
1017
SRB Corp
Massachusetts
$2.75M
NIS
1018
National Investment Services
Wisconsin
$2.74M +$2.36K +30 +0.1%
LW
1019
Linscomb Wealth
Texas
$2.74M +$437K +5,541 +19%
CD
1020
Carl Domino
Florida
$2.74M +$24K +305 +0.9%
LA
1021
Lau Associates
Delaware
$2.73M
Mirae Asset Global Investments
1022
Mirae Asset Global Investments
South Korea
$2.73M -$53.6K -680 -2%
WAS
1023
Winch Advisory Services
Wisconsin
$2.73M +$2.67M +33,883 New
GAM
1024
Garrison Asset Management
Arkansas
$2.72M +$134K +1,702 +5%
BWAM
1025
Boyd Watterson Asset Management
Ohio
$2.7M -$104K -1,315 -4%

PG Hedge Fund Activity: Q1 2014 in Review

1,788 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2014, worth a combined $131B — down 1.4% from $133B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PG positions and 71 closed out — a net gain of 9 holders — while 744 added to existing stakes and 789 trimmed.

The largest buyer was Capital World Investors, adding an estimated $341M. The largest seller was State Street, cutting an estimated $794M.

  • 1,788 institutional investors held Procter & Gamble (PG) as of Q1 2014, down from 1,796 in Q4 2013.
  • Funds reported $131B of Procter & Gamble stock for Q1 2014, down 1.4% quarter-over-quarter.
  • 80 funds opened new Procter & Gamble positions in Q1 2014 and 71 closed out, a net change of +9 holders.
  • The largest Procter & Gamble buyer in Q1 2014 was Capital World Investors, an estimated $341M added.
  • The largest Procter & Gamble seller in Q1 2014 was State Street, an estimated $794M sold.

Based on aggregated 13F filings for Q1 2014.