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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
KFA
1151
Kelleher Financial Advisors
New York
$2.1M +$1.71M +20,850 +635%
BJL
1152
Brighton Jones LLC
Washington
$2.09M +$302K +3,685 +17%
AIM
1153
Avity Investment Management
Connecticut
$2.08M -$384K -4,684 -16%
RT
1154
Reliance Trust
Georgia
$2.08M +$44K +537 +2%
JIM
1155
Jupiter Investment Management
United Kingdom
$2.07M -$1.64M -20,076 -45%
WAM
1156
Wood Asset Management
Florida
$2.06M -$99.5K -1,214 -5%
WC
1157
Whitney & Co
New York
$2.06M -$180K -2,200 -8%
RGC
1158
Roberts, Glore & Co
Illinois
$2.04M
PAI
1159
Pittenger & Anderson Inc
Nebraska
$2.03M +$2.05K +25 +0.1%
PFBT
1160
Parkside Financial Bank & Trust
Missouri
$2.02M -$34.1K -416 -2%
MIP
1161
Marietta Investment Partners
Wisconsin
$2.02M
MCM
1162
Manchester Capital Management
Vermont
$2.02M -$869K -10,610 -31%
EHWM
1163
Eads & Heald Wealth Management
Georgia
$2.02M -$60.1K -733 -3%
NIC
1164
Northwest Investment Counselors
Oregon
$2.01M -$72.1K -880 -4%
DBIA
1165
Dumont & Blake Investment Advisors
New Jersey
$2M
CHJWM
1166
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2M -$10.1K -123 -0.5%
NMIFOAC
1167
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2M
CONA
1168
Capital One National Association
New York
$1.99M -$134K -1,634 -6%
NEI
1169
Northwest & Ethical Investments
Ontario, Canada
$1.98M -$714K -8,708 -27%
AMM
1170
American Money Management
California
$1.98M +$492 +6 +0%
SWM
1171
Segment Wealth Management
Texas
$1.98M +$134K +1,641 +7%
RCAG
1172
Rehmann Capital Advisory Group
Michigan
$1.97M +$38.6K +471 +2%
FHC
1173
Forest Hill Capital
Arkansas
$1.97M
RP
1174
Riverbridge Partners
Minnesota
$1.97M +$53.2K +649 +3%
PL
1175
Plancorp LLC
Missouri
$1.96M +$885K +10,801 +86%

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.