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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
GIP
1176
Granite Investment Partners
California
$1.89M -$1.58K -20 -0.1%
PCA
1177
Peddock Capital Advisors
Massachusetts
$1.88M -$84.7K -1,075 -4%
FSA
1178
Franklin Street Advisors
North Carolina
$1.88M -$1.23M -15,629 -40%
JCM
1179
Jag Capital Management
Missouri
$1.87M +$43.3K +549 +2%
RC
1180
Roundview Capital
New Jersey
$1.86M -$443K -5,625 -20%
DMC
1181
Drexel Morgan & Co
Pennsylvania
$1.85M +$9.46K +120 +0.5%
ONB
1182
Old National Bancorp
Indiana
$1.85M +$26.9K +341 +2%
NC
1183
Northpointe Capital
Michigan
$1.85M -$193K -2,452 -10%
AMM
1184
American Money Management
California
$1.84M +$51.2K +650 +3%
BT
1185
Beacon Trust
New Jersey
$1.84M -$25.2K -320 -1%
WPC
1186
White Pine Capital
Minnesota
$1.84M +$7.88K +100 +0.4%
AI
1187
Analytic Investors
California
$1.83M -$12.7K -161 -0.7%
TCM
1188
Telos Capital Management
California
$1.82M +$47.7K +605 +3%
PWS
1189
Peloton Wealth Strategists
Indiana
$1.82M +$15.8K +200 +0.9%
SAM
1190
Shamrock Asset Management
Texas
$1.82M -$20.5K -260 -1%
CW
1191
Cabot-Wellington
Massachusetts
$1.81M -$54.4K -690 -3%
HJGA
1192
Hardman Johnston Global Advisors
Connecticut
$1.8M
SAM
1193
Summit Asset Management
Tennessee
$1.8M -$56.1K -712 -3%
FNBOMD
1194
First National Bank of Mount Dora
Florida
$1.78M +$544K +6,900 +46%
LCM
1195
LVM Capital Management
Michigan
$1.78M +$15.9K +202 +0.9%
MM
1196
Midas Management
New York
$1.77M
NJBEST
1197
New Jersey Better Educational Savings Trust
New Jersey
$1.77M
WAM
1198
Weatherly Asset Management
California
$1.76M -$3.07K -39 -0.2%
KT
1199
Kanaly Trust
Texas
$1.75M +$30.7K +390 +2%
JG
1200
Jefferies Group
New York
$1.75M +$270K +3,431 +19%

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.