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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
RGC
1176
Roberts, Glore & Co
Illinois
$1.91M -$32.3K -400 -2%
RT
1177
Reliance Trust
Georgia
$1.91M -$145K -1,802 -7%
PAI
1178
Pittenger & Anderson Inc
Nebraska
$1.9M +$62.5K +775 +3%
MIP
1179
Marietta Investment Partners
Wisconsin
$1.9M -$13.9K -172 -0.7%
CHJWM
1180
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.89M -$24K -298 -1%
BMM
1181
Buffington Mohr McNeal
Idaho
$1.89M -$23K -285 -1%
DBIA
1182
Dumont & Blake Investment Advisors
New Jersey
$1.88M -$6.05K -75 -0.3%
HCM
1183
Hutchinson Capital Management
California
$1.88M -$11.3K -140 -0.6%
NMIFOAC
1184
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.88M
RC
1185
Roundview Capital
New Jersey
$1.87M +$54.8K +680 +3%
FHC
1186
Forest Hill Capital
Arkansas
$1.85M
Verition Fund Management
1187
Verition Fund Management
Connecticut
$1.84M +$1M +12,425 +113%
FFC
1188
First Financial Corp
Indiana
$1.84M -$8.06K -100 -0.4%
VNA
1189
VNBTrust National Association
Virginia
$1.84M +$1.77K +22 +0.1%
PCA
1190
Peddock Capital Advisors
Massachusetts
$1.83M
GIP
1191
Granite Investment Partners
California
$1.83M -$9.68K -120 -0.5%
FSA
1192
Franklin Street Advisors
North Carolina
$1.83M -$3.23K -40 -0.2%
TCM
1193
Telos Capital Management
California
$1.82M +$44.3K +549 +2%
RCAG
1194
Rehmann Capital Advisory Group
Michigan
$1.82M -$50.4K -625 -3%
SAM
1195
Shamrock Asset Management
Texas
$1.8M +$29.8K +370 +2%
RP
1196
Riverbridge Partners
Minnesota
$1.8M -$513K -6,365 -22%
SCM
1197
SOL Capital Management
Maryland
$1.78M +$93.6K +1,161 +5%
SAM
1198
Summit Asset Management
Tennessee
$1.77M +$11.9K +147 +0.7%
ZAM
1199
Zevin Asset Management
Massachusetts
$1.76M +$304K +3,774 +20%
BCM
1200
Bourgeon Capital Management
Connecticut
$1.76M -$968K -12,009 -35%

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.