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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
JG
1001
Jefferies Group
New York
$3.11M +$1.26M +15,404 +71%
MA
1002
Marshwinds Advisory
Georgia
$3.1M +$57.3K +699 +2%
PWAG
1003
Polaris Wealth Advisory Group
California
$3.09M +$453K +5,527 +18%
KLWA
1004
Kelly Lawrence W & Associates
California
$3.09M +$16.4K +200 +0.5%
AAM
1005
Aston Asset Management
Illinois
$3.08M -$1.23M -14,966 -29%
EWM
1006
Endurance Wealth Management
Rhode Island
$3.08M -$1.2M -14,622 -28%
BFEC
1007
Benjamin F. Edwards & Company
Missouri
$3.07M +$92.5K +1,129 +3%
MPAM
1008
Murphy Pohlad Asset Management
Minnesota
$3.06M +$31.1K +380 +1%
HIC
1009
Hartline Investment Corp
Illinois
$3.06M
CC
1010
Columbia Capital
California
$3.02M +$470K +5,740 +19%
GAM
1011
Guinness Asset Management
United Kingdom
$3M +$132K +1,610 +5%
SC
1012
SRB Corp
Massachusetts
$3M +$137K +1,677 +5%
FBB
1013
Fulton Breakefield Broenniman
Maryland
$2.99M +$11.4K +139 +0.4%
CIP
1014
Convergence Investment Partners
Florida
$2.99M +$1.73M +21,131 +145%
B
1015
BancorpSouth
Mississippi
$2.98M +$167K +2,039 +6%
LW
1016
Linscomb Wealth
Texas
$2.97M -$87.8K -1,071 -3%
AWM
1017
Altavista Wealth Management
North Carolina
$2.96M -$26.6K -325 -0.9%
WCM
1018
Wisconsin Capital Management
Wisconsin
$2.95M +$5.82K +71 +0.2%
PP
1019
Patten & Patten
Tennessee
$2.93M -$94.4K -1,152 -3%
SIC
1020
Sigma Investment Counselors
Michigan
$2.93M -$44.2K -539 -2%
SHA
1021
Smith Hayes Advisers
Nebraska
$2.93M -$244K -2,975 -8%
RH
1022
Rayner & Haynor
California
$2.92M -$26.6K -325 -0.9%
SAM
1023
Smithbridge Asset Management
Pennsylvania
$2.92M
NCM
1024
Narwhal Capital Management
Georgia
$2.91M -$4.1K -50 -0.1%
RHFI
1025
Reilly Herbert Faulkner III
$2.91M -$8.36K -102 -0.3%

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.