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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
1IA
1126
1834 Investment Advisors
Wisconsin
$2.19M +$57K +724 +3%
AIM
1127
Acropolis Investment Management
Missouri
$2.19M -$42.1K -534 -2%
NES
1128
New England Securities
New York
$2.19M +$240K +3,040 +13%
EI
1129
EDMP Inc
Florida
$2.16M -$178K -2,254 -8%
DAC
1130
Dividend Assets Capital
South Carolina
$2.15M +$226K +2,862 +12%
SCM
1131
Southport Capital Management
Tennessee
$2.15M +$10K +127 +0.5%
CIM
1132
Calvert Investment Management
Maryland
$2.14M -$1.79M -22,658 -46%
PFBT
1133
Parkside Financial Bank & Trust
Missouri
$2.14M +$367K +4,659 +21%
CONA
1134
Capital One National Association
New York
$2.12M -$397K -5,042 -16%
MFIMFI
1135
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.12M +$776K +9,853 +60%
CBU
1136
CIBC Bank USA
Illinois
$2.12M -$470K -5,961 -19%
RT
1137
Reliance Trust
Georgia
$2.1M -$56.6K -718 -3%
GI
1138
Gradient Investments
Minnesota
$2.09M +$1.87M +23,676 +1,042%
EHWM
1139
Eads & Heald Wealth Management
Georgia
$2.09M +$12.9K +164 +0.6%
WEC
1140
Winslow Evans & Crocker
Massachusetts
$2.08M -$312K -3,961 -13%
ST
1141
Sabal Trust
Florida
$2.08M -$171K -2,170 -8%
BAM
1142
Burnham Asset Management
New York
$2.08M +$18.5K +235 +0.9%
MBT
1143
Monroe Bank & Trust
Michigan
$2.08M +$447K +5,675 +28%
WRM
1144
Westport Resources Management
Connecticut
$2.07M -$19.7K -250 -1%
CFA
1145
Carroll Financial Associates
North Carolina
$2.07M +$138K +1,753 +7%
PCTC
1146
Perkins Coie Trust Company
Washington
$2.07M +$74.4K +944 +4%
NIC
1147
Northwest Investment Counselors
Oregon
$2.07M -$33.3K -422 -2%
PTC
1148
Philadelphia Trust Company
Pennsylvania
$2.06M +$270K +3,430 +15%
BPCA
1149
Bank Pictet & Cie (Asia)
Singapore
$2.06M +$211K +2,680 +12%
IPRC
1150
Indices-Pac Research Corporation
New Jersey
$2.06M -$2.28M -28,880 -53%

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.