We are live on ! Find out more
PG icon

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
GAM
1026
Garrison Asset Management
Arkansas
$2.9M -$63.9K -780 -2%
SIC
1027
Shoker Investment Counsel
Ohio
$2.9M -$244K -2,981 -8%
UR
1028
USCA RIA
Texas
$2.89M -$110K -1,342 -4%
AF
1029
Aldebaran Financial
$2.89M -$337K -4,113 -11%
GI
1030
Gradient Investments
Minnesota
$2.88M +$333K +4,061 +13%
NLGIA
1031
Nippon Life Global Investors Americas
New York
$2.88M +$2.82M +34,420 New
WJA
1032
Williams Jones & Associates
New York
$2.88M -$43.6K -532 -2%
WS
1033
Wedbush Securities
California
$2.87M +$3.2K +39 +0.1%
KIG
1034
Kovitz Investment Group
Illinois
$2.87M +$8.19K +100 +0.3%
MP
1035
Manifold Partners
California
$2.87M +$5.33K +65 +0.2%
AB
1036
Atlas Brown
Kentucky
$2.86M -$33K -403 -1%
DD
1037
Dominick & Dominick
New York
$2.85M +$320K +3,910 +13%
LKIM
1038
Lawson Kroeker Investment Management
Nebraska
$2.85M +$266K +3,250 +11%
BPCA
1039
Bank Pictet & Cie (Asia)
Singapore
$2.83M +$1.8M +21,970 +185%
PIM
1040
Provident Investment Management
Michigan
$2.83M -$12.3K -150 -0.4%
LA
1041
Lau Associates
Delaware
$2.82M -$16.4K -200 -0.6%
GIM
1042
Guardian Investment Management
California
$2.82M
CIM
1043
CenturyLink Investment Management
Colorado
$2.81M -$455K -5,555 -14%
VCM
1044
Vigilant Capital Management
Maine
$2.81M +$39.9K +487 +1%
KCPG
1045
Kavar Capital Partners Group
Kansas
$2.8M +$5.16K +63 +0.2%
FFSOTS
1046
Fiduciary Financial Services of The Southwest
Texas
$2.8M +$60.2K +735 +2%
CD
1047
Carl Domino
Florida
$2.79M -$193K -2,359 -7%
BA
1048
Birinyi Associates
Connecticut
$2.78M -$36.9K -450 -1%
CIA
1049
Covington Investment Advisors
Pennsylvania
$2.77M
AP
1050
Advisor Partners
California
$2.77M +$209K +2,547 +8%

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.