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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
CAL
1251
Capital Analysts LLC
Pennsylvania
$1.5M +$240K +3,040 +20%
CS
1252
Cannell & Spears
New York
$1.49M +$47.3K +600 +3%
HCMNY
1253
Howard Capital Management (New York)
New York
$1.47M +$1.26K +16 +0.1%
WCM
1254
Westend Capital Management
California
$1.46M -$193K -2,447 -12%
PWP
1255
Private Wealth Partners
California
$1.45M -$3.15K -40 -0.2%
CHAM
1256
Clear Harbor Asset Management
Connecticut
$1.45M
FMB
1257
Field & Main Bank
Kentucky
$1.45M -$3.94K -50 -0.3%
EFSCE
1258
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M -$110K -1,397 -7%
PG
1259
Proffitt & Goodson
Tennessee
$1.44M -$68.7K -872 -5%
TRCT
1260
Tower Research Capital (TRC)
New York
$1.44M +$333K +4,223 +31%
LPC
1261
Loeb Partners Corp
New York
$1.43M -$3.28M -41,683 -70%
MCM
1262
Marathon Capital Management
Maryland
$1.42M +$315 +4 +0%
DSI
1263
Daiwa SB Investments
Japan
$1.41M +$1.38M +17,507 New
BE
1264
Bonness Enterprises
District of Columbia
$1.41M
BO
1265
Bank OZK
Arkansas
$1.4M +$23.6K +300 +2%
KPCM
1266
Kings Point Capital Management
New York
$1.4M -$199K -2,529 -13%
MSS
1267
Mitchell Sinkler & Starr
Pennsylvania
$1.4M +$6.3K +80 +0.5%
HPBT
1268
High Point Bank & Trust
North Carolina
$1.38M +$171K +2,164 +15%
OIA
1269
Optimum Investment Advisors
Illinois
$1.37M -$41.2K -523 -3%
AI
1270
ArchPoint Investors
Florida
$1.36M +$11.8K +150 +0.9%
IIM
1271
Ivory Investment Management
New York
$1.36M -$639K -8,107 -32%
BOS
1272
Bingham Osborn & Scarborough
California
$1.36M
FPCM
1273
Financial Partners Capital Management
New York
$1.36M
TIA
1274
Trust Investment Advisors
Indiana
$1.34M +$160K +2,025 +14%
IAM
1275
Integre Asset Management
New York
$1.34M -$26.8K -340 -2%

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.