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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
HC
1201
Highmount Capital
New York
$1.74M -$392K -4,980 -19%
SCM
1202
SOL Capital Management
Maryland
$1.73M -$7.88K -100 -0.5%
FC
1203
FIC Capital
New York
$1.73M
IT
1204
Investors Trust
Texas
$1.72M
PFM
1205
PacWest Financial Management
Arizona
$1.72M +$294K +3,732 +21%
CAS
1206
CTC Alternative Strategies
Illinois
$1.72M +$1.68M +21,300 New
HCM
1207
Hollencrest Capital Management
California
$1.72M +$77.5K +984 +5%
BJL
1208
Brighton Jones LLC
Washington
$1.71M -$50.1K -636 -3%
WA
1209
WFG Advisors
Texas
$1.7M -$1.02M -12,997 -38%
BCM
1210
Bluefin Capital Management
New York
$1.7M +$1.63M +20,727 New
ECAM
1211
East Coast Asset Management
Massachusetts
$1.7M -$51.6K -655 -3%
LMAM
1212
Legg Mason Asset Management
Japan
$1.69M -$197K -2,500 -11%
SLA
1213
Silver Lake Advisory
Utah
$1.69M -$6.38K -81 -0.4%
GIS
1214
Guardian Investor Services
New York
$1.69M -$78.6K -997 -5%
MCC
1215
Mid Continent Capital
Illinois
$1.68M -$7.88K -100 -0.5%
GT
1216
Greenleaf Trust
Michigan
$1.68M +$13.5K +171 +0.8%
SWM
1217
Segment Wealth Management
Texas
$1.65M +$316K +4,006 +24%
BSW
1218
Buckingham Strategic Wealth
Missouri
$1.65M +$23K +292 +1%
OCM
1219
One Capital Management
California
$1.65M +$1.62M +20,512 New
PHS
1220
Pekin Hardy Strauss
Illinois
$1.65M -$158K -2,000 -9%
EWA
1221
Exencial Wealth Advisors
Oklahoma
$1.65M +$14.8K +188 +0.9%
SIMM
1222
Stillwater Investment Management (Minnesota)
Minnesota
$1.64M +$11.6K +147 +0.7%
ARMT
1223
Amica Retiree Medical Trust
Rhode Island
$1.64M
GCP
1224
GSA Capital Partners
United Kingdom
$1.63M -$1.25M -15,851 -44%
CC
1225
Cadinha & Co
Hawaii
$1.63M +$4.33K +55 +0.3%

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.