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Procter & Gamble
PG

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: 270 → 320 (+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: 1,794 → 1,783 (-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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$298M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
4
State Street
State Street
Massachusetts
+$229M
5
Ameriprise
Ameriprise
Minnesota
+$220M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$1.68B
2
IG
ING Group
Netherlands
-$463M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$212M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1051
Argyle Capital Management
Pennsylvania
$2.77M – – –
MC
1052
Mathes Company
New York
$2.77M +$20.5K +250 +0.8%
NPIT
1053
National Penn Investors Trust
Pennsylvania
$2.75M +$34.4K +420 +1%
PFC
1054
Poplar Forest Capital
California
$2.75M – – –
NSIM
1055
North Star Investment Management
Illinois
$2.74M -$34.7K -424 -1%
COI
1056
Connable Office Inc
Michigan
$2.74M -$6.96K -85 -0.3%
CBB
1057
Citizens Business Bank
California
$2.74M -$53K -647 -2%
BGDI
1058
BW Gestao de Investimentos
Brazil
$2.7M -$43.8K -535 -2%
CCM
1059
Chickasaw Capital Management
Tennessee
$2.69M +$94.2K +1,150 +4%
CCG
1060
Cypress Capital Group
Florida
$2.69M -$63.2K -771 -2%
CWM
1061
Concert Wealth Management
California
$2.68M -$109K -1,334 -4%
HB
1062
Homrich & Berg
Georgia
$2.68M +$53.3K +650 +2%
MYAM
1063
Meiji Yasuda Asset Management
Japan
$2.68M +$53.3K +650 +2%
HIM
1064
Harbour Investment Management
Washington
$2.67M -$22.4K -273 -0.8%
TSW
1065
Thompson Siegel & Walmsley
Virginia
$2.67M +$432K +5,271 +20%
SACTSONJ
1066
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.66M – – –
OA
1067
Outfitter Advisors
Virginia
$2.65M +$127K +1,550 +5%
PCM
1068
Palisade Capital Management
New Jersey
$2.63M – – –
TRCT
1069
Tower Research Capital (TRC)
New York
$2.63M +$2.48M +30,266 +2,664%
FPTW
1070
Franklin, Parlapiano, Turner & Welch
Texas
$2.62M +$126K +1,543 +5%
AWCI
1071
Alpine Woods Capital Investors
New York
$2.61M – – –
TCOTO
1072
Trust Company of the Ozarks
Missouri
$2.61M +$31.9K +389 +1%
GP
1073
Girard Partners
Pennsylvania
$2.61M -$210K -2,560 -8%
SCM
1074
Southport Capital Management
Tennessee
$2.61M +$207K +2,521 +9%
BWAM
1075
Boyd Watterson Asset Management
Ohio
$2.6M -$108K -1,320 -4%
41 42
43
44 45

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.