We are live on ! Find out more
PG icon

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
VNA
1176
VNBTrust National Association
Virginia
$1.95M -$9.26K -113 -0.5%
TCM
1177
Telos Capital Management
California
$1.95M +$16.2K +198 +0.9%
JCM
1178
Jag Capital Management
Missouri
$1.95M -$186K -2,269 -9%
SAM
1179
Summit Asset Management
Tennessee
$1.95M +$65.6K +801 +4%
GIP
1180
Granite Investment Partners
California
$1.95M
FNBOMD
1181
First National Bank of Mount Dora
Florida
$1.94M +$88.1K +1,075 +5%
RC
1182
Roundview Capital
New Jersey
$1.94M -$56.5K -690 -3%
PCA
1183
Peddock Capital Advisors
Massachusetts
$1.93M -$25.7K -314 -1%
MC
1184
Miles Capital
Iowa
$1.93M +$418K +5,101 +28%
SAM
1185
Shamrock Asset Management
Texas
$1.91M -$12.5K -153 -0.7%
CSM
1186
Central Square Management
Illinois
$1.9M -$4.64M -56,681 -71%
PWS
1187
Peloton Wealth Strategists
Indiana
$1.9M +$270K +3,300 +17%
ZAM
1188
Zevin Asset Management
Massachusetts
$1.9M +$16.4K +200 +0.9%
MMG
1189
Monetary Management Group
Missouri
$1.9M +$287K +3,500 +18%
CBT
1190
Central Bank & Trust
Kentucky
$1.89M -$1.3M -15,847 -41%
BMM
1191
Buffington Mohr McNeal
Idaho
$1.88M -$128K -1,565 -7%
HJGA
1192
Hardman Johnston Global Advisors
Connecticut
$1.87M
CFA
1193
Carroll Financial Associates
North Carolina
$1.87M -$649K -7,920 -27%
FFC
1194
First Financial Corp
Indiana
$1.87M -$87.5K -1,068 -5%
FA
1195
FMA Advisory
Pennsylvania
$1.86M -$190K -2,322 -9%
LBG
1196
Lloyds Banking Group
United Kingdom
$1.86M -$1.72M -20,953 -49%
BCM
1197
Bourgeon Capital Management
Connecticut
$1.86M -$18K -220 -1%
BT
1198
Beacon Trust
New Jersey
$1.86M +$1.15K +14 +0.1%
SCM
1199
SOL Capital Management
Maryland
$1.85M -$41K -500 -2%
MM
1200
Midas Management
New York
$1.84M +$328K +4,000 +22%

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.