We are live on ! Find out more
PG icon

Procter & Gamble

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: 270320 (+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: 1,7941,783 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1076
Southeast Asset Advisors
Georgia
$2.6M -$21.3K -260 -0.8%
STMM
1077
South Texas Money Management
Texas
$2.6M +$8.77K +107 +0.3%
WC
1078
Whitnell & Co
Illinois
$2.6M +$6.55K +80 +0.3%
MCM
1079
Maple Capital Management
Vermont
$2.6M -$29.5K -360 -1%
ICAS
1080
Investors Capital Advisory Services
Massachusetts
$2.58M +$17.9K +218 +0.7%
LI
1081
Longer Investments
Arkansas
$2.57M -$25K -305 -1%
MCM
1082
McMillion Capital Management
North Carolina
$2.57M -$31.1K -379 -1%
EVC
1083
Eidelman Virant Capital
Missouri
$2.56M -$197K -2,400 -7%
ANBT
1084
American National Bank & Trust
Texas
$2.56M -$20K -244 -0.8%
WCM
1085
Westend Capital Management
California
$2.55M +$1.08M +13,150 +75%
MNBTD
1086
Moody National Bank Trust Division
Texas
$2.55M +$222K +2,709 +10%
LP
1087
LMR Partners
United Kingdom
$2.55M +$2.5M +30,487 New
SCM
1088
Stonebridge Capital Management
California
$2.55M
QI
1089
Qualcomm Inc
California
$2.52M
FDS
1090
First Dallas Securities
Texas
$2.52M -$8.28K -101 -0.3%
NJBEST
1091
New Jersey Better Educational Savings Trust
New Jersey
$2.51M -$492K -6,000 -17%
AC
1092
Alleghany Corporation
New York
$2.51M
PCM
1093
Palouse Capital Management
Washington
$2.51M +$163K +1,990 +7%
FLPIM
1094
F.L. Putnam Investment Management
Massachusetts
$2.51M -$163K -1,994 -6%
MPIA
1095
Mountain Pacific Investment Advisers
Idaho
$2.5M
MC
1096
Middleton & Co
Massachusetts
$2.49M -$91.5K -1,117 -4%
SWM
1097
SVA Wealth Management
Wisconsin
$2.49M +$112K +1,363 +5%
CIM
1098
CIM Investment Management
Pennsylvania
$2.47M -$114K -1,390 -4%
1IA
1099
1834 Investment Advisors
Wisconsin
$2.47M +$79.4K +969 +3%
ST
1100
Sabal Trust
Florida
$2.46M +$243K +2,969 +11%

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.