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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
OA
1101
Outfitter Advisors
Virginia
$2.37M +$57.9K +718 +2%
AC
1102
Alleghany Corporation
New York
$2.36M
MPIA
1103
Mountain Pacific Investment Advisers
Idaho
$2.35M
BWP
1104
Baldwin Wealth Partners
Massachusetts
$2.35M -$4.76K -59 -0.2%
IH
1105
IFC Holdings
Florida
$2.35M +$164K +2,028 +7%
FPTW
1106
Franklin, Parlapiano, Turner & Welch
Texas
$2.33M +$124K +1,539 +5%
WPP
1107
Whalerock Point Partners
Rhode Island
$2.33M +$130K +1,609 +6%
AIM
1108
Avity Investment Management
Connecticut
$2.32M +$381K +4,728 +19%
ANRIA
1109
American National Registered Investment Advisor
Texas
$2.32M -$18.1K -225 -0.8%
AC
1110
Addison Capital
Pennsylvania
$2.31M -$12.1K -150 -0.5%
MFIMFI
1111
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.31M +$246K +3,052 +12%
NSAM
1112
North Star Asset Management
Wisconsin
$2.29M +$27.9K +346 +1%
NPF
1113
Norris Perne & French
Michigan
$2.27M +$1.05K +13 +0%
WFM
1114
Wilmington Funds Management
Delaware
$2.27M -$1.88M -23,300 -45%
CNC
1115
Citizens & Northern Corp
Pennsylvania
$2.27M -$14.3K -177 -0.6%
ACP
1116
Aviance Capital Partners
Florida
$2.26M +$12.8K +159 +0.6%
CFA
1117
Carroll Financial Associates
North Carolina
$2.26M +$249K +3,084 +12%
BOS
1118
Bingham Osborn & Scarborough
California
$2.26M +$962K +11,933 +71%
FA
1119
FDx Advisors
Illinois
$2.25M +$1.53M +19,014 +197%
SCM
1120
Southport Capital Management
Tennessee
$2.25M +$161K +2,000 +8%
SFSG
1121
Stearns Financial Services Group
North Carolina
$2.24M -$87.6K -1,086 -4%
1IA
1122
1834 Investment Advisors
Wisconsin
$2.24M +$103K +1,272 +5%
MGIA
1123
Moneta Group Investment Advisors
Missouri
$2.23M -$3.55K -44 -0.2%
SWM
1124
SVA Wealth Management
Wisconsin
$2.23M +$17.9K +222 +0.8%
FCCM
1125
First City Capital Management
Georgia
$2.21M -$17K -211 -0.7%

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.