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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
BFEC
1026
Benjamin F. Edwards & Company
Missouri
$2.79M -$19.8K -246 -0.7%
GAM
1027
Garrison Asset Management
Arkansas
$2.79M +$140K +1,742 +5%
RH
1028
Rayner & Haynor
California
$2.77M -$32.3K -400 -1%
WCM
1029
Wisconsin Capital Management
Wisconsin
$2.77M -$12.1K -150 -0.4%
WJA
1030
Williams Jones & Associates
New York
$2.74M -$4.16M -51,571 -60%
RHFI
1031
Reilly Herbert Faulkner III
$2.74M -$25.9K -321 -0.9%
SAM
1032
Smithbridge Asset Management
Pennsylvania
$2.74M
NCM
1033
Narwhal Capital Management
Georgia
$2.73M +$3.95K +49 +0.1%
P
1034
Pitcairn
Pennsylvania
$2.73M -$146K -1,814 -5%
MCM
1035
Manchester Capital Management
Vermont
$2.73M +$18.3K +227 +0.7%
AB
1036
Atlas Brown
Kentucky
$2.72M +$211K +2,618 +8%
WS
1037
Wedbush Securities
California
$2.69M -$154K -1,916 -5%
KIG
1038
Kovitz Investment Group
Illinois
$2.69M -$1.14M -14,163 -29%
MP
1039
Manifold Partners
California
$2.69M +$2.76M +34,172 New
GAM
1040
Guinness Asset Management
United Kingdom
$2.68M +$436K +5,410 +19%
SC
1041
SRB Corp
Massachusetts
$2.68M
ANBTV
1042
American National Bank & Trust (Virginia)
Virginia
$2.67M +$195K +2,416 +8%
PIM
1043
Provident Investment Management
Michigan
$2.67M -$272K -3,374 -9%
LA
1044
Lau Associates
Delaware
$2.67M
GP
1045
Girard Partners
Pennsylvania
$2.65M -$159K -1,970 -6%
BA
1046
Birinyi Associates
Connecticut
$2.64M +$49.7K +616 +2%
B
1047
BancorpSouth
Mississippi
$2.63M +$104K +1,295 +4%
SI
1048
SII Investments
Wisconsin
$2.63M +$146K +1,816 +6%
TC
1049
Taylor Cottrill
New Hampshire
$2.63M +$48.4K +600 +2%
FMT
1050
First Mercantile Trust
Tennessee
$2.63M +$147K +1,820 +6%

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.