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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
SAA
1051
Southeast Asset Advisors
Georgia
$2.57M -$509K -6,460 -17%
ANBT
1052
American National Bank & Trust
Texas
$2.57M -$17.6K -223 -0.7%
IA
1053
Icon Advisers
Colorado
$2.56M
SACTSONJ
1054
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.56M
CIM
1055
CIM Investment Management
Pennsylvania
$2.56M -$59.3K -752 -2%
HB
1056
Homrich & Berg
Georgia
$2.56M +$153K +1,944 +7%
CAM
1057
ClariVest Asset Management
California
$2.55M -$804K -10,200 -24%
FMT
1058
First Mercantile Trust
Tennessee
$2.54M -$209K -2,650 -8%
ANBTV
1059
American National Bank & Trust (Virginia)
Virginia
$2.54M -$9.85K -125 -0.4%
CCM
1060
Chickasaw Capital Management
Tennessee
$2.54M +$44.8K +568 +2%
PCM
1061
Palisade Capital Management
New Jersey
$2.53M -$32.3K -410 -1%
MCM
1062
Maple Capital Management
Vermont
$2.52M -$3.78M -47,947 -61%
WC
1063
Whitnell & Co
Illinois
$2.52M -$53.5K -679 -2%
MC
1064
Middleton & Co
Massachusetts
$2.51M -$237K -3,014 -9%
SSWM
1065
Smith Salley Wealth Management
North Carolina
$2.51M -$20.4K -259 -0.8%
KAM
1066
Kokusai Asset Management
Japan
$2.51M -$94.6K -1,200 -4%
AWCI
1067
Alpine Woods Capital Investors
New York
$2.51M -$31.5K -400 -1%
TYCC
1068
Texas Yale Capital Corp
Florida
$2.5M -$33.9K -430 -1%
WAM
1069
Wolverine Asset Management
Illinois
$2.49M +$1.09M +13,800 +80%
TCOTO
1070
Trust Company of the Ozarks
Missouri
$2.48M -$7.57K -96 -0.3%
TT
1071
Tower Trust
Indiana
$2.48M -$189K -2,401 -7%
SGC
1072
South Georgia Capital
Illinois
$2.47M -$1.12M -14,240 -32%
SCI
1073
S&CO Inc
Massachusetts
$2.47M
TC
1074
TradeLink Capital
Illinois
$2.47M +$2.41M +30,600 New
AP
1075
Advisor Partners
California
$2.46M +$68.6K +870 +3%

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.