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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
FC
1226
Fayerweather Charles
$1.69M +$4.1K +50 +0.2%
WAS
1227
Winch Advisory Services
Wisconsin
$1.67M -$31.2K -381 -2%
HSA
1228
HBK Sorce Advisory
Pennsylvania
$1.67M +$19K +232 +1%
CS
1229
Cannell & Spears
New York
$1.67M +$41.3K +504 +3%
B
1230
Bellecapital
Switzerland
$1.65M -$20.5K -250 -1%
LOCB
1231
Lombard Odier & Cie (Bahamas)
Bahamas
$1.65M
DMC
1232
Drexel Morgan & Co
Pennsylvania
$1.65M -$98.2K -1,198 -6%
PAM
1233
Princeton Alpha Management
New Jersey
$1.64M -$488K -5,959 -23%
AR
1234
Advisory Research
Illinois
$1.64M -$473K -5,767 -23%
SSIA
1235
Spero-Smith Investment Advisers
Ohio
$1.63M -$6.55K -80 -0.4%
RIM
1236
Reliant Investment Management
Tennessee
$1.63M +$657K +8,018 +70%
CCA
1237
Checchi Capital Advisers
California
$1.62M +$240K +2,932 +18%
PCM
1238
Princeton Capital Management
New Jersey
$1.62M -$79.8K -974 -5%
QT
1239
Quantbot Technologies
New York
$1.61M -$3.54M -43,178 -69%
SFSIG
1240
San Francisco Sentry Investment Group
California
$1.61M
IA
1241
Icon Advisers
Colorado
$1.61M -$1.03M -12,600 -40%
GIS
1242
Guardian Investor Services
New York
$1.61M -$78.8K -962 -5%
NGA
1243
Naples Global Advisors
Florida
$1.6M -$22.9K -279 -1%
IAM
1244
Integre Asset Management
New York
$1.58M -$12.2K -149 -0.8%
PH
1245
Pinnacle Holdings
Oklahoma
$1.58M +$234K +2,860 +18%
LJAC
1246
L.J. Altfest & Co
New York
$1.58M +$6.23K +76 +0.4%
RPA
1247
Rock Point Advisors
Vermont
$1.58M -$19.9K -243 -1%
CAL
1248
Capital Analysts LLC
Pennsylvania
$1.58M -$11.6K -142 -0.7%
PWP
1249
Private Wealth Partners
California
$1.56M +$68.4K +835 +5%
HCMNY
1250
Howard Capital Management (New York)
New York
$1.56M +$37.2K +454 +2%

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.