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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
WC
1151
Whitney & Co
New York
$2.04M +$31.5K +400 +2%
VNB
1152
Valley National Bancorp
New York
$2.04M -$7.88K -100 -0.4%
GC
1153
Grimes & Company
Massachusetts
$2.03M +$209K +2,650 +12%
PL
1154
Plancorp LLC
Missouri
$2.02M +$378K +4,797 +24%
AIM
1155
Avity Investment Management
Connecticut
$2M -$284K -3,600 -13%
GIA
1156
GHP Investment Advisors
Colorado
$2M +$30.7K +389 +2%
CCMG
1157
Clark Capital Management Group
Pennsylvania
$1.99M -$93.6K -1,188 -5%
RGC
1158
Roberts, Glore & Co
Illinois
$1.99M -$13.4K -170 -0.7%
PCM
1159
Palouse Capital Management
Washington
$1.99M +$1.95M +24,685 New
FA
1160
FMA Advisory
Pennsylvania
$1.97M -$10.8K -137 -0.6%
CHJWM
1161
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.97M -$8.27K -105 -0.4%
MIP
1162
Marietta Investment Partners
Wisconsin
$1.96M -$60.7K -770 -3%
BMM
1163
Buffington Mohr McNeal
Idaho
$1.96M -$7.88K -100 -0.4%
JIM
1164
Jupiter Investment Management
United Kingdom
$1.96M -$84.2K -1,068 -4%
HCM
1165
Hutchinson Capital Management
California
$1.94M -$5.91K -75 -0.3%
DBIA
1166
Dumont & Blake Investment Advisors
New Jersey
$1.94M -$47.3K -600 -2%
NMIFOAC
1167
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.93M
WTIM
1168
Wilmington Trust Investment Management
Delaware
$1.92M -$1.62M -20,600 -46%
EM
1169
Excalibur Management
Massachusetts
$1.91M -$15.8K -200 -0.8%
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$1.91M +$135K +1,711 +8%
ACM
1171
Argentus Capital Management
Texas
$1.91M -$122K -1,548 -6%
FHC
1172
Forest Hill Capital
Arkansas
$1.9M
FFC
1173
First Financial Corp
Indiana
$1.9M -$76.4K -969 -4%
PAI
1174
Pittenger & Anderson Inc
Nebraska
$1.89M -$9.85K -125 -0.5%
VNA
1175
VNBTrust National Association
Virginia
$1.89M -$353K -4,474 -16%

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.