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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
CIS
1151
Connors Investor Services
Pennsylvania
$2.06M -$97.2K -1,205 -4%
AIM
1152
Acropolis Investment Management
Missouri
$2.06M -$78.5K -974 -4%
WEC
1153
Winslow Evans & Crocker
Massachusetts
$2.05M +$19.2K +238 +0.9%
DT
1154
Diversified Trust
Tennessee
$2.05M +$2.1M +26,086 New
BAM
1155
Burnham Asset Management
New York
$2.05M +$16.1K +200 +0.8%
DAC
1156
Dividend Assets Capital
South Carolina
$2.04M -$52K -645 -2%
NES
1157
New England Securities
New York
$2.04M -$94.4K -1,171 -4%
MBT
1158
Monroe Bank & Trust
Michigan
$2.04M +$10.1K +125 +0.5%
WAM
1159
Wood Asset Management
Florida
$2.03M -$4.8M -59,511 -70%
PCTC
1160
Perkins Coie Trust Company
Washington
$2.02M -$4.03K -50 -0.2%
JCM
1161
Jag Capital Management
Missouri
$2.01M +$187K +2,325 +10%
PAM
1162
Princeton Alpha Management
New Jersey
$2.01M +$2.06M +25,539 New
CONA
1163
Capital One National Association
New York
$2M -$69.7K -864 -3%
GIA
1164
GHP Investment Advisors
Colorado
$2M +$51.1K +634 +3%
WRM
1165
Westport Resources Management
Connecticut
$2M -$28.1K -348 -1%
GC
1166
Grimes & Company
Massachusetts
$1.99M +$10.4K +129 +0.5%
AR
1167
Advisory Research
Illinois
$1.99M -$201K -2,489 -9%
MSWM
1168
Mader & Shannon Wealth Management
Missouri
$1.97M +$2.02M +25,000 New
NIC
1169
Northwest Investment Counselors
Oregon
$1.96M -$59.8K -742 -3%
EHWM
1170
Eads & Heald Wealth Management
Georgia
$1.95M -$89.2K -1,106 -4%
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$1.93M -$158K -1,954 -7%
FA
1172
FMA Advisory
Pennsylvania
$1.93M +$6.85K +85 +0.3%
WA
1173
WFG Advisors
Texas
$1.93M +$276K +3,428 +16%
VNB
1174
Valley National Bancorp
New York
$1.93M -$62.5K -775 -3%
JFGIW
1175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92M +$428K +5,305 +28%

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.