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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
MCM
1076
Maple Capital Management
Vermont
$2.46M +$6.45K +80 +0.3%
CWM
1077
Concert Wealth Management
California
$2.46M +$59.7K +740 +2%
MYAM
1078
Meiji Yasuda Asset Management
Japan
$2.46M -$65.1K -807 -3%
SAA
1079
Southeast Asset Advisors
Georgia
$2.46M -$41.9K -520 -2%
HB
1080
Homrich & Berg
Georgia
$2.46M -$30.2K -374 -1%
TYCC
1081
Texas Yale Capital Corp
Florida
$2.44M +$403 +5 +0%
MCM
1082
McMillion Capital Management
North Carolina
$2.44M +$67.3K +835 +3%
LI
1083
Longer Investments
Arkansas
$2.44M -$449K -5,565 -15%
CCM
1084
Chickasaw Capital Management
Tennessee
$2.44M -$34.7K -430 -1%
STMM
1085
South Texas Money Management
Texas
$2.43M +$75.1K +932 +3%
WC
1086
Whitnell & Co
Illinois
$2.43M -$26K -323 -1%
CIM
1087
CIM Investment Management
Pennsylvania
$2.43M -$69.3K -860 -3%
MC
1088
Middleton & Co
Massachusetts
$2.42M -$24.1K -299 -1%
ANBT
1089
American National Bank & Trust
Texas
$2.42M -$83K -1,029 -3%
TCOTO
1090
Trust Company of the Ozarks
Missouri
$2.42M
LKIM
1091
Lawson Kroeker Investment Management
Nebraska
$2.42M +$40.3K +500 +2%
AP
1092
Advisor Partners
California
$2.4M +$6.37K +79 +0.3%
ICAS
1093
Investors Capital Advisory Services
Massachusetts
$2.4M +$117K +1,454 +5%
SCM
1094
Stonebridge Capital Management
California
$2.39M
GI
1095
Gradient Investments
Minnesota
$2.39M +$358K +4,435 +17%
SCI
1096
S&CO Inc
Massachusetts
$2.38M -$24.4K -303 -1%
CC
1097
Columbia Capital
California
$2.38M +$19.1K +237 +0.8%
FDS
1098
First Dallas Securities
Texas
$2.37M +$8.47K +105 +0.3%
DD
1099
Dominick & Dominick
New York
$2.37M +$27.5K +341 +1%
QI
1100
Qualcomm Inc
California
$2.37M

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.