We are live on ! Find out more
PG icon

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
ASN
1276
Advisory Services Network
Georgia
$1.34M -$410K -5,204 -24%
PH
1277
Pinnacle Holdings
Oklahoma
$1.33M +$56.5K +717 +5%
GF
1278
Gerstein Fisher
New York
$1.33M -$2.27M -28,838 -64%
CCMD
1279
Cypress Capital Management (Delaware)
Delaware
$1.33M
PMFA
1280
Plante Moran Financial Advisors
Michigan
$1.33M -$110K -1,395 -8%
WIM
1281
Waverton Investment Management
United Kingdom
$1.32M
SBWIC
1282
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.31M
KCM
1283
KSA Capital Management
New Jersey
$1.31M
PC
1284
Pecaut & Co
Iowa
$1.3M -$205K -2,600 -14%
WIL
1285
Winifred I. Li
$1.3M -$118K -1,498 -8%
AHS
1286
Aspiriant Holdings S3
California
$1.3M +$90.1K +1,144 +8%
SCM
1287
Sterling Capital Management
North Carolina
$1.3M +$104K +1,324 +9%
TSWM
1288
Triangle Securities Wealth Management
North Carolina
$1.29M +$194K +2,456 +17%
VCAM
1289
Van Cleef Asset Management
Ohio
$1.27M
RAM
1290
Redmond Asset Management
Virginia
$1.27M -$67K -850 -5%
SA
1291
Strategic Advisors
New York
$1.26M +$83.6K +1,061 +7%
KTC
1292
Kistler-Tiffany Companies
Pennsylvania
$1.26M +$30.6K +388 +3%
FBT
1293
Founders Bank & Trust
Michigan
$1.26M +$95.9K +1,217 +8%
NAMA
1294
Nikko Asset Management Americas
New York
$1.25M -$94.6K -1,200 -7%
PWAP
1295
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M -$10.2K -129 -0.8%
AIM
1296
Aspen Investment Management
Michigan
$1.24M +$12.8K +163 +1%
MFW
1297
Meristem Family Wealth
Minnesota
$1.24M -$92.9K -1,179 -7%
GLI
1298
Guardian Life Insurance
New York
$1.23M -$11.9K -151 -1%
HIM
1299
Hermes Investment Management
United Kingdom
$1.23M +$433K +5,496 +56%
WA
1300
Wheatland Advisors
Pennsylvania
$1.23M +$23.6K +300 +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.