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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
FMWA
1001
Forvis Mazars Wealth Advisors
Missouri
$2.99M -$191K -2,364 -6%
SHA
1002
Smith Hayes Advisers
Nebraska
$2.98M +$159K +1,971 +5%
VIP
1003
Vantage Investment Partners
Missouri
$2.98M +$152K +1,879 +5%
BIM
1004
Bridges Investment Management
Nebraska
$2.98M +$473K +5,868 +18%
KAM
1005
Kokusai Asset Management
Japan
$2.98M +$548K +6,800 +22%
SIC
1006
Shoker Investment Counsel
Ohio
$2.96M +$42.6K +528 +1%
CSS
1007
Cubist Systematic Strategies
Connecticut
$2.92M +$2.99M +37,122 New
NAM
1008
North American Management
Massachusetts
$2.89M +$1.35M +16,788 +84%
SWP
1009
Stratos Wealth Partners
Ohio
$2.88M +$2.95M +36,641 New
KLWA
1010
Kelly Lawrence W & Associates
California
$2.88M
LW
1011
Linscomb Wealth
Texas
$2.87M +$205K +2,543 +7%
HIC
1012
Hartline Investment Corp
Illinois
$2.87M
MCC
1013
Mid Continent Capital
Illinois
$2.87M +$1.26M +15,630 +75%
SMM
1014
Stadion Money Management
Georgia
$2.86M -$102K -1,260 -3%
MA
1015
Marshwinds Advisory
Georgia
$2.85M -$2.42K -30 -0.1%
ICOA
1016
Investment Centers of America
North Dakota
$2.85M -$454K -5,630 -13%
PP
1017
Patten & Patten
Tennessee
$2.84M -$635K -7,874 -18%
MPAM
1018
Murphy Pohlad Asset Management
Minnesota
$2.84M +$66.1K +820 +2%
NJBEST
1019
New Jersey Better Educational Savings Trust
New Jersey
$2.83M +$1.13M +14,000 +64%
UR
1020
USCA RIA
Texas
$2.82M +$40.6K +504 +1%
Citadel Advisors
1021
Citadel Advisors
Florida
$2.81M -$7.3M -90,502 -72%
CD
1022
Carl Domino
Florida
$2.81M +$138K +1,710 +5%
AWM
1023
Altavista Wealth Management
North Carolina
$2.8M +$16.1K +200 +0.6%
SIC
1024
Sigma Investment Counselors
Michigan
$2.79M -$134K -1,665 -4%
FBB
1025
Fulton Breakefield Broenniman
Maryland
$2.79M +$60.7K +753 +2%

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.