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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
AI
1276
ArchPoint Investors
Florida
$1.32M -$12.1K -150 -0.9%
HPBT
1277
High Point Bank & Trust
North Carolina
$1.31M -$28.6K -355 -2%
GF
1278
Gerstein Fisher
New York
$1.31M +$17.8K +221 +1%
CCMD
1279
Cypress Capital Management (Delaware)
Delaware
$1.31M +$18.4K +228 +1%
CWM
1280
Calamos Wealth Management
Illinois
$1.31M -$248K -3,071 -16%
VCM
1281
Violich Capital Management
California
$1.3M +$414K +5,137 +45%
CCA
1282
Checchi Capital Advisers
California
$1.29M +$193K +2,389 +17%
WIM
1283
Waverton Investment Management
United Kingdom
$1.29M
TIA
1284
Trust Investment Advisors
Indiana
$1.29M -$24.2K -300 -2%
IB
1285
Intrust Bank
Kansas
$1.29M +$511K +6,332 +63%
SBWIC
1286
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.28M +$3.15K +39 +0.2%
KCM
1287
KSA Capital Management
New Jersey
$1.27M
QI
1288
Quotient Investors
New York
$1.26M +$1.3M +16,100 New
PH
1289
Pinnacle Holdings
Oklahoma
$1.26M -$38.8K -481 -3%
FFA
1290
Fragasso Financial Advisors
Pennsylvania
$1.26M +$108K +1,336 +9%
IPC
1291
Independent Portfolio Consultants
Florida
$1.26M +$1.02M +12,695 +383%
AHS
1292
Aspiriant Holdings S3
California
$1.26M -$13.1K -163 -1%
LPT
1293
Legacy Private Trust
Wisconsin
$1.25M +$153K +1,901 +14%
IT
1294
Investors Trust
Texas
$1.23M -$456K -5,659 -26%
WIL
1295
Winifred I. Li
$1.23M -$36.5K -453 -3%
FBT
1296
Founders Bank & Trust
Michigan
$1.23M +$8.06K +100 +0.6%
KTC
1297
Kistler-Tiffany Companies
Pennsylvania
$1.23M +$564 +7 +0%
ACM
1298
Aviance Capital Management
Florida
$1.22M +$308K +3,814 +33%
PWAP
1299
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M +$7.01K +87 +0.6%
LMAM
1300
Legg Mason Asset Management
Japan
$1.21M -$452K -5,600 -27%

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.