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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$180M -$83.7M -1,062,128 -32%
SIM
102
Sprucegrove Investment Management
Ontario, Canada
$179M -$5.9M -74,900 -3%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$176M +$555K +7,041 +0.3%
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$175M -$19.9M -252,844 -10%
AQR Capital Management
105
AQR Capital Management
Connecticut
$174M -$10.6M -134,500 -6%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$173M -$14.2M -180,524 -8%
NFA
107
Nationwide Fund Advisors
Ohio
$172M +$752K +9,539 +0.4%
KeyBank National Association
108
KeyBank National Association
Ohio
$171M -$5.84M -74,086 -3%
BCIM
109
British Columbia Investment Management
British Columbia, Canada
$168M -$12.8M -162,885 -7%
Canada Life
110
Canada Life
Manitoba, Canada
$165M +$2.9M +36,770 +2%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$165M +$9.57M +121,500 +6%
Citigroup
112
Citigroup
New York
$163M -$294M -3,731,464 -65%
USAA
113
United Services Automobile Association
Texas
$162M +$15.9M +201,738 +11%
Parallax Volatility Advisers
114
Parallax Volatility Advisers
California
$162M -$157M -1,990,439 -50%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$157M -$5.43M -68,850 -3%
H
116
Hexavest
Quebec, Canada
$156M +$20.9M +265,700 +16%
GIA
117
Gateway Investment Advisers
Ohio
$154M -$8.74M -110,966 -5%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$153M +$9.27M +117,700 +7%
PAM
119
Panagora Asset Management
Massachusetts
$152M -$6.17M -78,267 -4%
Credit Agricole
120
Credit Agricole
France
$151M +$34.4M +437,169 +30%
SSM
121
Sound Shore Management
Connecticut
$150M +$147M +1,860,153 New
N
122
Natixis
France
$149M -$227M -2,882,470 -61%
First Manhattan
123
First Manhattan
New York
$146M -$3.19M -40,495 -2%
SG Americas Securities
124
SG Americas Securities
New York
$146M +$1.3M +16,542 +0.9%
Federated Hermes
125
Federated Hermes
Pennsylvania
$146M -$484K -6,145 -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.