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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
CW
1201
Cabot-Wellington
Massachusetts
$1.84M
WPC
1202
White Pine Capital
Minnesota
$1.84M
GT
1203
Greenleaf Trust
Michigan
$1.83M +$51K +622 +3%
WI
1204
Wafra Inc
New York
$1.8M -$13.3M -162,750 -88%
BG
1205
Bollard Group
Massachusetts
$1.79M +$107K +1,307 +7%
FC
1206
FIC Capital
New York
$1.78M -$10.2K -125 -0.6%
IB
1207
Intrust Bank
Kansas
$1.78M +$400K +4,884 +30%
WAM
1208
Weatherly Asset Management
California
$1.77M -$59.6K -727 -3%
SIMM
1209
Stillwater Investment Management (Minnesota)
Minnesota
$1.76M +$25.8K +315 +2%
HC
1210
Highmount Capital
New York
$1.76M
HCM
1211
Hutchinson Capital Management
California
$1.74M -$262K -3,200 -13%
CCMG
1212
Clark Capital Management Group
Pennsylvania
$1.73M -$8.85K -108 -0.5%
PFM
1213
PacWest Financial Management
Arizona
$1.73M -$92.1K -1,124 -5%
TCM
1214
Texan Capital Management
Texas
$1.73M +$103K +1,258 +6%
LCM
1215
LVM Capital Management
Michigan
$1.72M -$87.8K -1,072 -5%
PHS
1216
Pekin Hardy Strauss
Illinois
$1.72M
ZF
1217
Zhang Financial
Michigan
$1.71M +$28.2K +344 +2%
OCM
1218
One Capital Management
California
$1.71M -$29.7K -363 -2%
EWA
1219
Exencial Wealth Advisors
Oklahoma
$1.71M +$96.3K +1,175 +6%
IFB
1220
iAB Financial Bank
Indiana
$1.71M
BSW
1221
Buckingham Strategic Wealth
Missouri
$1.71M -$78.3K -955 -4%
WRM
1222
Westport Resources Management
Connecticut
$1.7M -$414K -5,056 -20%
ARMT
1223
Amica Retiree Medical Trust
Rhode Island
$1.7M
OIA
1224
Optimum Investment Advisors
Illinois
$1.69M -$2.62K -32 -0.2%
CC
1225
Cadinha & Co
Hawaii
$1.69M +$7.21K +88 +0.4%

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.