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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
HPBT
1276
High Point Bank & Trust
North Carolina
$1.4M
AHS
1277
Aspiriant Holdings S3
California
$1.39M +$47.9K +585 +4%
AI
1278
ArchPoint Investors
Florida
$1.38M -$18.8K -230 -1%
SBWIC
1279
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.38M +$16.4K +200 +1%
I
1280
IberiaBank
Louisiana
$1.38M +$91K +1,111 +7%
PG
1281
Proffitt & Goodson
Tennessee
$1.38M -$97.5K -1,190 -7%
WIM
1282
Waverton Investment Management
United Kingdom
$1.38M
KCM
1283
KSA Capital Management
New Jersey
$1.36M
CHAM
1284
Clear Harbor Asset Management
Connecticut
$1.35M -$117K -1,430 -8%
FBT
1285
Founders Bank & Trust
Michigan
$1.35M +$39.8K +486 +3%
ACM
1286
Argentus Capital Management
Texas
$1.35M +$213K +2,600 +19%
TIA
1287
Trust Investment Advisors
Indiana
$1.34M -$30.7K -375 -2%
Envestnet Asset Management
1288
Envestnet Asset Management
Illinois
$1.31M +$220K +2,688 +21%
LPT
1289
Legacy Private Trust
Wisconsin
$1.31M -$19.7K -240 -2%
FHC
1290
First Heartland Consultants
Missouri
$1.3M +$68.8K +840 +6%
Two Sigma Advisers
1291
Two Sigma Advisers
New York
$1.3M -$11.8M -143,570 -90%
PWAP
1292
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.3M +$1.48K +18 +0.1%
GLI
1293
Guardian Life Insurance
New York
$1.29M +$983 +12 +0.1%
HIM
1294
Hermes Investment Management
United Kingdom
$1.28M
LC
1295
Lourd Capital
California
$1.27M +$8.36K +102 +0.7%
FUBT
1296
First United Bank & Trust
Maryland
$1.27M +$44.7K +545 +4%
BE
1297
Bonness Enterprises
District of Columbia
$1.26M
WA
1298
Wheatland Advisors
Pennsylvania
$1.25M -$4.1K -50 -0.3%
AIM
1299
Allen Investment Management
New York
$1.25M +$1.23M +14,962 New
NAMA
1300
Nikko Asset Management Americas
New York
$1.25M

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.