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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
VWM
1301
Valley Wealth Managers
New Jersey
$1.23M +$119K +1,505 +11%
BHBT
1302
Burke & Herbert Bank & Trust
Virginia
$1.22M +$11.2K +142 +0.9%
SFA
1303
Sequoia Financial Advisors
Ohio
$1.22M +$70.6K +896 +6%
LC
1304
Lourd Capital
California
$1.21M -$31.5K -400 -3%
RCM
1305
RNC Capital Management
California
$1.2M +$56.9K +722 +5%
GAM
1306
Gould Asset Management
California
$1.19M +$100K +1,270 +9%
SCA
1307
SAC Capital Advisors
Connecticut
$1.19M -$4.62M -58,661 -80%
CIC
1308
Chilton Investment Company
Connecticut
$1.19M +$79.2K +1,005 +7%
FHC
1309
First Heartland Consultants
Missouri
$1.19M -$26.6K -338 -2%
FFA
1310
Fragasso Financial Advisors
Pennsylvania
$1.18M -$16.7K -212 -1%
FMLI
1311
Fukoku Mutual Life Insurance
Japan
$1.18M -$102K -1,300 -8%
MIC
1312
MU Investments Company
Japan
$1.17M -$160K -2,030 -12%
BEAM
1313
Baker Ellis Asset Management
Washington
$1.17M +$36.2K +460 +3%
SAMC
1314
Shinko Asset Management Company
Japan
$1.15M +$71.5K +907 +7%
PIA
1315
Peachtree Investment Advisors
Georgia
$1.15M -$51.5K -653 -4%
EWM
1316
Elite Wealth Management
Washington
$1.14M -$306K -3,878 -21%
MCWS
1317
McKinley Carter Wealth Services
West Virginia
$1.14M -$385K -4,882 -26%
BFC
1318
Blue Fin Capital
Rhode Island
$1.14M -$81.1K -1,029 -7%
TL
1319
Tirschwell & Loewy
New York
$1.14M -$3.94K -50 -0.4%
MWP
1320
Moller Wealth Partners
$1.14M +$178K +2,256 +19%
CCA
1321
Checchi Capital Advisers
California
$1.13M +$252K +3,192 +29%
LPT
1322
Legacy Private Trust
Wisconsin
$1.13M -$6.3K -80 -0.6%
WI
1323
Wedgewood Investors
Pennsylvania
$1.12M -$19.7K -250 -2%
LCM
1324
Liberty Capital Management
Michigan
$1.12M -$15K -190 -1%
CASB
1325
Cape Ann Savings Bank
Massachusetts
$1.12M -$2.76K -35 -0.3%

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.