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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
ANRIA
1101
American National Registered Investment Advisor
Texas
$2.46M -$4.51K -55 -0.2%
AC
1102
Addison Capital
Pennsylvania
$2.46M -$2.87K -35 -0.1%
MGIA
1103
Moneta Group Investment Advisors
Missouri
$2.46M +$83.7K +1,021 +4%
SCI
1104
S&CO Inc
Massachusetts
$2.45M -$85.5K -1,044 -3%
CNC
1105
Citizens & Northern Corp
Pennsylvania
$2.43M +$10.9K +133 +0.5%
GAM
1106
Gotham Asset Management
New York
$2.42M -$34.8M -425,302 -94%
SFSG
1107
Stearns Financial Services Group
North Carolina
$2.42M +$30.5K +372 +1%
ALA
1108
Atherton Lane Advisers
California
$2.42M +$76.5K +934 +3%
ACP
1109
Aviance Capital Partners
Florida
$2.4M -$7.37K -90 -0.3%
WPP
1110
Whalerock Point Partners
Rhode Island
$2.39M -$88.8K -1,084 -4%
AC
1111
Alley Company
Illinois
$2.39M +$163K +1,987 +7%
WCM
1112
Wallace Capital Management
Texas
$2.39M +$35.1K +428 +2%
IH
1113
IFC Holdings
Florida
$2.38M -$91.8K -1,120 -4%
NPF
1114
Norris Perne & French
Michigan
$2.38M -$44.5K -543 -2%
FCCM
1115
First City Capital Management
Georgia
$2.36M +$1.06K +13 +0%
DAC
1116
Dividend Assets Capital
South Carolina
$2.35M +$167K +2,041 +8%
PPSG
1117
Princeton Portfolio Strategies Group
New Jersey
$2.35M +$34.8K +425 +2%
EIM
1118
Essex Investment Management
Massachusetts
$2.35M +$18.4K +224 +0.8%
OC
1119
Oarsman Capital
Wisconsin
$2.34M -$15.1K -184 -0.7%
NSAM
1120
North Star Asset Management
Wisconsin
$2.32M -$115K -1,398 -5%
SCM
1121
Stellar Capital Management
Arizona
$2.32M +$4.92K +60 +0.2%
MIM
1122
Midwest Investment Management
Ohio
$2.3M -$41.1K -501 -2%
EI
1123
EDMP Inc
Florida
$2.29M +$901 +11 +0%
FSA
1124
Franklin Street Advisors
North Carolina
$2.29M +$339K +4,135 +18%
SCA
1125
Salient Capital Advisors
Texas
$2.29M -$53.3K -651 -2%

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.