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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
OC
1126
Oarsman Capital
Wisconsin
$2.21M +$66K +818 +3%
WCM
1127
Wallace Capital Management
Texas
$2.21M -$22K -273 -1%
PCM
1128
Palouse Capital Management
Washington
$2.2M +$266K +3,300 +13%
MIM
1129
Midwest Investment Management
Ohio
$2.2M -$8.06K -100 -0.4%
SCA
1130
Salient Capital Advisors
Texas
$2.19M -$561K -6,957 -20%
RC
1131
Reik & Co
New York
$2.19M
ALA
1132
Atherton Lane Advisers
California
$2.19M +$667K +8,276 +42%
MNBTD
1133
Moody National Bank Trust Division
Texas
$2.18M -$8.06K -100 -0.4%
EIM
1134
Essex Investment Management
Massachusetts
$2.18M -$3.47K -43 -0.2%
SCM
1135
Stellar Capital Management
Arizona
$2.18M -$86.7K -1,075 -4%
HA
1136
Halsey Associates
Connecticut
$2.17M
PPSG
1137
Princeton Portfolio Strategies Group
New Jersey
$2.17M +$1.14M +14,125 +105%
LSA
1138
L & S Advisors
California
$2.17M +$1.94M +24,104 +686%
SLA
1139
Silver Lake Advisory
Utah
$2.15M +$477K +5,913 +28%
EI
1140
EDMP Inc
Florida
$2.15M +$45.2K +560 +2%
GIP
1141
Greatmark Investment Partners
Georgia
$2.14M -$22.3K -277 -1%
NIMC
1142
NWQ Investment Management Company
California
$2.13M -$1.04M -12,852 -32%
JAFL
1143
Jay A. Fishman Ltd
Michigan
$2.1M -$62.7K -778 -3%
WC
1144
Whitney & Co
New York
$2.1M +$116K +1,434 +6%
TSW
1145
Thompson Siegel & Walmsley
Virginia
$2.09M -$79.9K -991 -4%
CBU
1146
CIBC Bank USA
Illinois
$2.09M +$27.7K +344 +1%
AC
1147
Alley Company
Illinois
$2.09M -$144K -1,789 -6%
ST
1148
Sabal Trust
Florida
$2.08M +$50K +620 +2%
VAM
1149
Visium Asset Management
New York
$2.07M +$1.89M +23,483 +810%
EM
1150
Excalibur Management
Massachusetts
$2.07M +$210K +2,600 +11%

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.