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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
SLA
1126
Silver Lake Advisory
Utah
$2.27M +$14.4K +176 +0.7%
CWP
1127
Capital Wealth Planning
Florida
$2.27M +$475K +5,795 +27%
NIMC
1128
NWQ Investment Management Company
California
$2.26M -$12.1K -148 -0.5%
JAFL
1129
Jay A. Fishman Ltd
Michigan
$2.24M -$2.62K -32 -0.1%
BWP
1130
Baldwin Wealth Partners
Massachusetts
$2.23M -$265K -3,235 -11%
NAM
1131
North American Management
Massachusetts
$2.23M -$830K -10,135 -28%
WA
1132
WFG Advisors
Texas
$2.22M +$163K +1,987 +8%
GIP
1133
Greatmark Investment Partners
Georgia
$2.22M -$66.8K -815 -3%
CBU
1134
CIBC Bank USA
Illinois
$2.21M -$12.6K -154 -0.6%
EM
1135
Excalibur Management
Massachusetts
$2.21M +$6.14K +75 +0.3%
AB
1136
AT Bancorp
Iowa
$2.21M +$621K +7,573 +40%
NES
1137
New England Securities
New York
$2.2M +$27K +329 +1%
PCTC
1138
Perkins Coie Trust Company
Washington
$2.2M +$52.3K +638 +2%
RC
1139
Reik & Co
New York
$2.19M -$144K -1,762 -6%
KT
1140
Kanaly Trust
Texas
$2.19M +$957K +11,682 +81%
GIA
1141
GHP Investment Advisors
Colorado
$2.17M +$44.9K +548 +2%
JFGIW
1142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.17M +$123K +1,503 +6%
MBT
1143
Monroe Bank & Trust
Michigan
$2.17M +$1.23K +15 +0.1%
CIS
1144
Connors Investor Services
Pennsylvania
$2.17M -$22.5K -274 -1%
BAM
1145
Burnham Asset Management
New York
$2.17M -$8.19K -100 -0.4%
AIM
1146
Acropolis Investment Management
Missouri
$2.15M -$38.7K -472 -2%
GC
1147
Grimes & Company
Massachusetts
$2.13M +$12.8K +156 +0.6%
WEC
1148
Winslow Evans & Crocker
Massachusetts
$2.11M -$70.2K -857 -3%
VNB
1149
Valley National Bancorp
New York
$2.11M +$55.7K +680 +3%
HA
1150
Halsey Associates
Connecticut
$2.11M -$207K -2,530 -9%

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.