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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
SIMM
1226
Stillwater Investment Management (Minnesota)
Minnesota
$1.63M +$33.5K +416 +2%
PHS
1227
Pekin Hardy Strauss
Illinois
$1.61M
IFB
1228
iAB Financial Bank
Indiana
$1.6M +$40.3K +500 +3%
WAS
1229
Winch Advisory Services
Wisconsin
$1.6M -$1.09M -13,534 -40%
PCM
1230
Princeton Capital Management
New Jersey
$1.6M +$26.4K +328 +2%
ARMT
1231
Amica Retiree Medical Trust
Rhode Island
$1.59M
GIS
1232
Guardian Investor Services
New York
$1.58M -$63.9K -793 -4%
CC
1233
Cadinha & Co
Hawaii
$1.58M -$4.43K -55 -0.3%
ZF
1234
Zhang Financial
Michigan
$1.58M +$17.7K +219 +1%
FC
1235
Fayerweather Charles
$1.58M -$1.61K -20 -0.1%
OIA
1236
Optimum Investment Advisors
Illinois
$1.58M +$245K +3,035 +18%
BG
1237
Bollard Group
Massachusetts
$1.57M +$762K +9,454 +89%
EWA
1238
Exencial Wealth Advisors
Oklahoma
$1.57M -$79.1K -981 -5%
B
1239
Bellecapital
Switzerland
$1.57M -$1.21K -15 -0.1%
HSA
1240
HBK Sorce Advisory
Pennsylvania
$1.55M +$86.4K +1,072 +6%
LOCB
1241
Lombard Odier & Cie (Bahamas)
Bahamas
$1.55M
SSIA
1242
Spero-Smith Investment Advisers
Ohio
$1.54M -$23.1K -287 -1%
CS
1243
Cannell & Spears
New York
$1.53M +$74.6K +925 +5%
NGA
1244
Naples Global Advisors
Florida
$1.53M +$61.3K +760 +4%
TCM
1245
Texan Capital Management
Texas
$1.52M +$20.2K +250 +1%
SFSIG
1246
San Francisco Sentry Investment Group
California
$1.51M -$12.5K -155 -0.8%
LJAC
1247
L.J. Altfest & Co
New York
$1.5M -$27.7K -344 -2%
MMG
1248
Monetary Management Group
Missouri
$1.5M +$703K +8,723 +84%
RPA
1249
Rock Point Advisors
Vermont
$1.5M -$19.1K -237 -1%
IAM
1250
Integre Asset Management
New York
$1.5M +$193K +2,396 +14%

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.