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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
SCM
1101
Stellar Capital Management
Arizona
$2.32M +$3.94K +50 +0.2%
GAM
1102
Guinness Asset Management
United Kingdom
$2.32M +$288K +3,660 +15%
CRM
1103
Cramer Rosenthal McGlynn
Connecticut
$2.31M -$1.58K -20 -0.1%
ACP
1104
Aviance Capital Partners
Florida
$2.31M -$6.26M -79,390 -73%
NEI
1105
Northwest & Ethical Investments
Ontario, Canada
$2.31M +$294K +3,729 +15%
MGIA
1106
Moneta Group Investment Advisors
Missouri
$2.29M -$67.5K -856 -3%
MCM
1107
MAI Capital Management
Ohio
$2.29M +$25K +317 +1%
FCCM
1108
First City Capital Management
Georgia
$2.29M +$5.36K +68 +0.2%
AC
1109
Alley Company
Illinois
$2.29M +$10.9K +138 +0.5%
WCM
1110
Wallace Capital Management
Texas
$2.29M +$20K +254 +0.9%
FPTW
1111
Franklin, Parlapiano, Turner & Welch
Texas
$2.27M -$6.46K -82 -0.3%
SWM
1112
SVA Wealth Management
Wisconsin
$2.27M +$379K +4,805 +21%
MIM
1113
Midwest Investment Management
Ohio
$2.26M +$36.6K +465 +2%
WPP
1114
Whalerock Point Partners
Rhode Island
$2.26M
RC
1115
Reik & Co
New York
$2.25M +$13K +165 +0.6%
MNBTD
1116
Moody National Bank Trust Division
Texas
$2.25M -$49.2K -625 -2%
AR
1117
Advisory Research
Illinois
$2.24M +$210K +2,662 +11%
EIM
1118
Essex Investment Management
Massachusetts
$2.24M +$284K +3,607 +15%
HA
1119
Halsey Associates
Connecticut
$2.23M -$110K -1,397 -5%
TSW
1120
Thompson Siegel & Walmsley
Virginia
$2.23M -$37.3K -473 -2%
GIP
1121
Greatmark Investment Partners
Georgia
$2.22M -$71.8K -911 -3%
JAFL
1122
Jay A. Fishman Ltd
Michigan
$2.22M +$12.8K +163 +0.6%
CIS
1123
Connors Investor Services
Pennsylvania
$2.21M +$25.6K +325 +1%
IH
1124
IFC Holdings
Florida
$2.2M +$205K +2,605 +10%
OC
1125
Oarsman Capital
Wisconsin
$2.2M +$16.6K +211 +0.8%

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.