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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
FC
1226
Fayerweather Charles
$1.62M -$12.2K -155 -0.8%
PCM
1227
Princeton Capital Management
New Jersey
$1.61M -$35.5K -450 -2%
B
1228
Bellecapital
Switzerland
$1.61M +$50.3K +638 +3%
NAM
1229
North American Management
Massachusetts
$1.61M +$378K +4,801 +32%
IFB
1230
iAB Financial Bank
Indiana
$1.61M -$78.8K -1,000 -5%
ZF
1231
Zhang Financial
Michigan
$1.6M +$434K +5,513 +38%
SSIA
1232
Spero-Smith Investment Advisers
Ohio
$1.6M -$21.5K -273 -1%
CWM
1233
Calamos Wealth Management
Illinois
$1.59M +$1.56M +19,755 New
LOCB
1234
Lombard Odier & Cie (Bahamas)
Bahamas
$1.59M -$231K -2,934 -13%
ALA
1235
Atherton Lane Advisers
California
$1.58M -$11.8K -150 -0.8%
SFSIG
1236
San Francisco Sentry Investment Group
California
$1.57M +$52.3K +664 +4%
RPA
1237
Rock Point Advisors
Vermont
$1.55M +$7.01K +89 +0.5%
PMAM
1238
Picton Mahoney Asset Management
Ontario, Canada
$1.55M +$1.51M +19,200 New
JFGIW
1239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.54M +$26K +330 +2%
LJAC
1240
L.J. Altfest & Co
New York
$1.54M +$22.9K +290 +2%
CR
1241
Cooperatieve Rabobank
Netherlands
$1.54M +$1.51M +19,140 New
TCM
1242
Texan Capital Management
Texas
$1.54M +$1.51M +19,114 New
SAM
1243
SignalPoint Asset Management
Missouri
$1.52M -$47.8K -606 -3%
WCM
1244
Weik Capital Management
Pennsylvania
$1.52M
AB
1245
AT Bancorp
Iowa
$1.52M -$13.9K -177 -0.9%
MFBTD
1246
MB Financial Bank - Trust Department
Illinois
$1.52M -$190K -2,413 -11%
WOC
1247
West Oak Capital
California
$1.51M +$7.88K +100 +0.5%
ZAM
1248
Zevin Asset Management
Massachusetts
$1.5M -$69.9K -887 -5%
NGA
1249
Naples Global Advisors
Florida
$1.5M +$112K +1,420 +8%
HSA
1250
HBK Sorce Advisory
Pennsylvania
$1.5M -$70.2K -891 -5%

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.