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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
NPIT
1076
National Penn Investors Trust
Pennsylvania
$2.45M -$99.6K -1,264 -4%
SCM
1077
Stonebridge Capital Management
California
$2.45M -$4.65K -59 -0.2%
LKIM
1078
Lawson Kroeker Investment Management
Nebraska
$2.44M +$554K +7,037 +30%
MCM
1079
McMillion Capital Management
North Carolina
$2.44M -$41.4K -525 -2%
SI
1080
SII Investments
Wisconsin
$2.43M +$25.8K +327 +1%
QI
1081
Qualcomm Inc
California
$2.43M
FDS
1082
First Dallas Securities
Texas
$2.42M -$43.6K -553 -2%
STMM
1083
South Texas Money Management
Texas
$2.42M -$59.8K -759 -2%
JWA
1084
JFS Wealth Advisors
Pennsylvania
$2.42M -$83.4K -1,059 -3%
AC
1085
Alleghany Corporation
New York
$2.42M
WCP
1086
Welch Capital Partners
New York
$2.42M
BWP
1087
Baldwin Wealth Partners
Massachusetts
$2.41M -$122K -1,550 -5%
MPIA
1088
Mountain Pacific Investment Advisers
Idaho
$2.41M +$3.94K +50 +0.2%
DD
1089
Dominick & Dominick
New York
$2.4M +$457K +5,800 +24%
CC
1090
Columbia Capital
California
$2.4M +$198K +2,514 +9%
ANRIA
1091
American National Registered Investment Advisor
Texas
$2.39M -$51.2K -650 -2%
AC
1092
Addison Capital
Pennsylvania
$2.38M +$10.6K +135 +0.5%
SFSG
1093
Stearns Financial Services Group
North Carolina
$2.38M -$21.7K -275 -0.9%
OA
1094
Outfitter Advisors
Virginia
$2.37M +$304K +3,864 +15%
BRWA
1095
B. Riley Wealth Advisors
Florida
$2.36M +$112K +1,417 +5%
RP
1096
Riverbridge Partners
Minnesota
$2.36M -$5.91K -75 -0.3%
ICAS
1097
Investors Capital Advisory Services
Massachusetts
$2.34M -$23.9K -303 -1%
CNC
1098
Citizens & Northern Corp
Pennsylvania
$2.34M -$58.4K -741 -2%
NPF
1099
Norris Perne & French
Michigan
$2.33M -$114K -1,451 -5%
NSAM
1100
North Star Asset Management
Wisconsin
$2.32M -$475K -6,025 -17%

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.