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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
HJGA
1201
Hardman Johnston Global Advisors
Connecticut
$1.76M
BT
1202
Beacon Trust
New Jersey
$1.74M -$52.7K -654 -3%
FNBOMD
1203
First National Bank of Mount Dora
Florida
$1.74M +$2.02K +25 +0.1%
CW
1204
Cabot-Wellington
Massachusetts
$1.73M -$40.3K -500 -2%
WPC
1205
White Pine Capital
Minnesota
$1.73M -$69.7K -865 -4%
SWM
1206
Segment Wealth Management
Texas
$1.73M +$115K +1,423 +7%
WAM
1207
Weatherly Asset Management
California
$1.72M +$1.05K +13 +0.1%
JG
1208
Jefferies Group
New York
$1.71M +$2.98K +37 +0.2%
PFM
1209
PacWest Financial Management
Arizona
$1.71M +$34.7K +430 +2%
LCM
1210
LVM Capital Management
Michigan
$1.7M -$32.3K -400 -2%
MFBTD
1211
MB Financial Bank - Trust Department
Illinois
$1.68M +$208K +2,581 +14%
FC
1212
FIC Capital
New York
$1.68M -$6.45K -80 -0.4%
BSW
1213
Buckingham Strategic Wealth
Missouri
$1.68M +$67K +831 +4%
BJL
1214
Brighton Jones LLC
Washington
$1.67M +$2.98K +37 +0.2%
CWP
1215
Capital Wealth Planning
Florida
$1.67M -$1.45M -17,934 -46%
GT
1216
Greenleaf Trust
Michigan
$1.67M +$33.9K +420 +2%
HP
1217
Hikari Power
Japan
$1.66M
HC
1218
Highmount Capital
New York
$1.65M -$48.3K -599 -3%
SA
1219
Strategic Advisors
New York
$1.65M +$424K +5,254 +33%
DMC
1220
Drexel Morgan & Co
Pennsylvania
$1.64M -$174K -2,156 -9%
PWS
1221
Peloton Wealth Strategists
Indiana
$1.64M -$258K -3,200 -14%
AMM
1222
American Money Management
California
$1.64M +$60.3K +748 +3%
OCM
1223
One Capital Management
California
$1.64M +$25.2K +312 +2%
CCMG
1224
Clark Capital Management Group
Pennsylvania
$1.64M -$316K -3,925 -16%
WTIM
1225
Wilmington Trust Investment Management
Delaware
$1.63M -$250K -3,100 -13%

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.