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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
CAL
1251
Capital Analysts LLC
Pennsylvania
$1.49M +$31.6K +392 +2%
ECAM
1252
East Coast Asset Management
Massachusetts
$1.49M -$168K -2,080 -10%
LOAMS
1253
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.48M +$1.53M +18,958 New
SAM
1254
SignalPoint Asset Management
Missouri
$1.48M -$8.47K -105 -0.6%
AB
1255
AT Bancorp
Iowa
$1.47M -$8.06K -100 -0.5%
VCAM
1256
Van Cleef Asset Management
Ohio
$1.47M +$242K +3,000 +19%
WOC
1257
West Oak Capital
California
$1.47M +$2.42K +30 +0.2%
WCM
1258
Weik Capital Management
Pennsylvania
$1.46M -$20.2K -250 -1%
BO
1259
Bank OZK
Arkansas
$1.45M +$85.1K +1,056 +6%
HCMNY
1260
Howard Capital Management (New York)
New York
$1.43M
MM
1261
Midas Management
New York
$1.42M -$323K -4,000 -18%
VWM
1262
Valley Wealth Managers
New Jersey
$1.41M +$222K +2,750 +18%
MC
1263
Miles Capital
Iowa
$1.41M +$1.44M +17,919 New
WCM
1264
Westend Capital Management
California
$1.41M -$40.5K -502 -3%
EFSCE
1265
Enterprise Financial Services Corp (EFSC)
Missouri
$1.41M +$806 +10 +0.1%
FMB
1266
Field & Main Bank
Kentucky
$1.4M -$10.1K -125 -0.7%
PWP
1267
Private Wealth Partners
California
$1.4M -$13.7K -170 -0.9%
LPC
1268
Loeb Partners Corp
New York
$1.4M
PMFA
1269
Plante Moran Financial Advisors
Michigan
$1.39M +$102K +1,261 +8%
KPCM
1270
Kings Point Capital Management
New York
$1.39M +$26.7K +331 +2%
CHAM
1271
Clear Harbor Asset Management
Connecticut
$1.38M -$31.9K -395 -2%
PG
1272
Proffitt & Goodson
Tennessee
$1.38M -$15.7K -195 -1%
MCM
1273
Marathon Capital Management
Maryland
$1.38M -$2.98K -37 -0.2%
MSS
1274
Mitchell Sinkler & Starr
Pennsylvania
$1.37M +$8.06K +100 +0.6%
SCM
1275
Sterling Capital Management
North Carolina
$1.33M +$71.1K +882 +5%

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.