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Procter & Gamble
PG

1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 41

119% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $2.29B

9% more capital invested

Capital invested by funds: $122B → $133B (+$11B)

9% more funds holding

Funds holding: 1,652 → 1,797 (+145)

8% more funds holding in top 10

Funds holding in top 10: 318 → 344 (+26)

1.18% more ownership

Funds ownership: 59.14% → 60.32% (+1.2%)

29% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 825

Holders
1,797
Holders Change
+145
Holders Change %
+8.78%
% of All Funds
52.13%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.98%
New
207
Increased
586
Reduced
825
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
Goldman Sachs
Goldman Sachs
New York
-$160M
3
Norges Bank
Norges Bank
Norway
-$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
American Century Companies
American Century Companies
Missouri
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1076
Alleghany Corporation
New York
$2.44M – – –
WCP
1077
Welch Capital Partners
New York
$2.44M – – –
SFSG
1078
Stearns Financial Services Group
North Carolina
$2.43M -$6.76K -83 -0.3%
HI
1079
Hendershot Investments
Virginia
$2.43M +$15.9K +195 +0.7%
MPIA
1080
Mountain Pacific Investment Advisers
Idaho
$2.43M -$42K -516 -2%
WEC
1081
Winslow Evans & Crocker
Massachusetts
$2.43M +$2.43M +29,816 New
CNC
1082
Citizens & Northern Corp
Pennsylvania
$2.42M -$7.98K -98 -0.3%
HB
1083
Homrich & Berg
Georgia
$2.42M -$171K -2,093 -7%
PFPT
1084
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.42M +$85.5K +1,049 +4%
CWM
1085
Concert Wealth Management
California
$2.41M +$312K +3,833 +15%
AP
1086
Advisor Partners
California
$2.41M +$218K +2,676 +10%
AC
1087
Addison Capital
Pennsylvania
$2.4M +$2.4M +29,450 New
WS
1088
Wedbush Securities
California
$2.4M +$36.8K +452 +2%
ICAS
1089
Investors Capital Advisory Services
Massachusetts
$2.39M +$108K +1,322 +5%
AWA
1090
AmeriServ Wealth Advisors
Pennsylvania
$2.39M +$222K +2,727 +10%
RP
1091
Riverbridge Partners
Minnesota
$2.39M +$80.1K +983 +3%
MGIA
1092
Moneta Group Investment Advisors
Missouri
$2.38M -$98.9K -1,214 -4%
OIM
1093
Orca Investment Management
Oregon
$2.37M +$2.37M +29,103 New
EI
1094
EDMP Inc
Florida
$2.37M -$43.6K -535 -2%
HA
1095
Halsey Associates
Connecticut
$2.37M -$8.15K -100 -0.3%
RC
1096
Roundview Capital
New Jersey
$2.34M -$31K -381 -1%
SCM
1097
Stellar Capital Management
Arizona
$2.34M +$2.34M +28,718 New
CRM
1098
Cramer Rosenthal McGlynn
Connecticut
$2.34M +$21K +258 +0.9%
LS
1099
Livforsakringsbolaget Skandia
Sweden
$2.33M – – –
BIM
1100
Bridges Investment Management
Nebraska
$2.32M +$87.7K +1,076 +4%
42 43
44
45 46

PG Hedge Fund Activity: Q4 2013 in Review

1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
  • Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
  • 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
  • The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
  • The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2013.