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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
SCM
1026
Stux Capital Management
New York
$2.69M +$394K +5,000 +18%
NLGIA
1027
Nippon Life Global Investors Americas
New York
$2.69M -$8.78M -111,486 -77%
NSIM
1028
North Star Investment Management
Illinois
$2.69M +$114K +1,444 +5%
CIA
1029
Covington Investment Advisors
Pennsylvania
$2.69M +$1.58K +20 +0.1%
KCPG
1030
Kavar Capital Partners Group
Kansas
$2.68M +$16.8K +213 +0.6%
ACM
1031
Argyle Capital Management
Pennsylvania
$2.68M
BA
1032
Birinyi Associates
Connecticut
$2.66M -$433K -5,500 -14%
COI
1033
Connable Office Inc
Michigan
$2.66M -$28.8K -365 -1%
VCM
1034
Vigilant Capital Management
Maine
$2.66M -$67.4K -855 -3%
CBB
1035
Citizens Business Bank
California
$2.65M -$37.1K -471 -1%
TC
1036
Taylor Cottrill
New Hampshire
$2.65M +$11.8K +150 +0.5%
PFC
1037
Poplar Forest Capital
California
$2.64M
BGDI
1038
BW Gestao de Investimentos
Brazil
$2.64M
ST
1039
Spot Trading
Illinois
$2.63M -$39.9M -506,668 -94%
HIM
1040
Harbour Investment Management
Washington
$2.62M +$10.9K +138 +0.4%
FFSOTS
1041
Fiduciary Financial Services of The Southwest
Texas
$2.61M +$3.94K +50 +0.2%
CWM
1042
Concert Wealth Management
California
$2.6M +$234K +2,965 +10%
ITIM
1043
Indiana Trust & Investment Management
Indiana
$2.6M +$166K +2,110 +7%
B
1044
BancorpSouth
Mississippi
$2.6M +$12.8K +162 +0.5%
MC
1045
Mathes Company
New York
$2.6M +$88.6K +1,125 +4%
MYAM
1046
Meiji Yasuda Asset Management
Japan
$2.59M -$31.5K -400 -1%
NDSI
1047
Newman Dignan & Sheerar Inc
Rhode Island
$2.59M -$73.5K -933 -3%
BIM
1048
Bridges Investment Management
Nebraska
$2.58M +$275K +3,485 +12%
AB
1049
Atlas Brown
Kentucky
$2.58M -$198K -2,511 -7%
SGH
1050
Schonfeld Group Holdings
New York
$2.58M +$2.52M +31,964 New

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.