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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
KCPG
1051
Kavar Capital Partners Group
Kansas
$2.62M +$9.19K +114 +0.3%
CBB
1052
Citizens Business Bank
California
$2.62M +$36K +446 +1%
NSIM
1053
North Star Investment Management
Illinois
$2.6M -$14.4K -178 -0.5%
CIA
1054
Covington Investment Advisors
Pennsylvania
$2.6M -$16.1K -200 -0.6%
ACM
1055
Argyle Capital Management
Pennsylvania
$2.6M -$8.06K -100 -0.3%
BCM
1056
Bluefin Capital Management
New York
$2.6M +$1.04M +12,842 +62%
VCM
1057
Vigilant Capital Management
Maine
$2.6M +$7.26K +90 +0.3%
GIM
1058
Guardian Investment Management
California
$2.59M
EVC
1059
Eidelman Virant Capital
Missouri
$2.59M -$242K -3,000 -8%
CCG
1060
Cypress Capital Group
Florida
$2.58M -$116K -1,442 -4%
COI
1061
Connable Office Inc
Michigan
$2.58M -$16.8K -208 -0.6%
PFC
1062
Poplar Forest Capital
California
$2.58M
MC
1063
Mathes Company
New York
$2.58M +$46.4K +575 +2%
BGDI
1064
BW Gestao de Investimentos
Brazil
$2.57M
FFSOTS
1065
Fiduciary Financial Services of The Southwest
Texas
$2.57M +$21.8K +270 +0.8%
NPIT
1066
National Penn Investors Trust
Pennsylvania
$2.55M +$163K +2,018 +7%
BWAM
1067
Boyd Watterson Asset Management
Ohio
$2.55M -$91.1K -1,130 -3%
NEI
1068
Northwest & Ethical Investments
Ontario, Canada
$2.54M +$303K +3,754 +13%
HIM
1069
Harbour Investment Management
Washington
$2.53M -$24.4K -302 -0.9%
FLPIM
1070
F.L. Putnam Investment Management
Massachusetts
$2.51M -$329K -4,082 -11%
IA
1071
Icon Advisers
Colorado
$2.5M
SACTSONJ
1072
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.5M
CAM
1073
ClariVest Asset Management
California
$2.49M
PCM
1074
Palisade Capital Management
New Jersey
$2.47M
PWAG
1075
Polaris Wealth Advisory Group
California
$2.47M +$2.51M +31,180 +15,590%

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.