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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
GLI
1301
Guardian Life Insurance
New York
$1.21M +$6.37K +79 +0.5%
I
1302
IberiaBank
Louisiana
$1.21M +$165K +2,047 +15%
HIM
1303
Hermes Investment Management
United Kingdom
$1.2M
MFW
1304
Meristem Family Wealth
Minnesota
$1.19M -$14.2K -176 -1%
MPWT
1305
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$268K +3,323 +28%
LC
1306
Lourd Capital
California
$1.19M +$5.48K +68 +0.5%
TSWM
1307
Triangle Securities Wealth Management
North Carolina
$1.18M -$140K -1,731 -10%
BE
1308
Bonness Enterprises
District of Columbia
$1.18M -$202K -2,500 -14%
BHBT
1309
Burke & Herbert Bank & Trust
Virginia
$1.18M -$16.1K -200 -1%
NAMA
1310
Nikko Asset Management Americas
New York
$1.17M -$72.6K -900 -6%
GAM
1311
Gould Asset Management
California
$1.17M
BFC
1312
Blue Fin Capital
Rhode Island
$1.16M +$46.6K +578 +4%
CASB
1313
Cape Ann Savings Bank
Massachusetts
$1.16M +$70.6K +875 +6%
FHC
1314
First Heartland Consultants
Missouri
$1.16M -$887 -11 -0.1%
YP
1315
Yellowstone Partners
Idaho
$1.15M +$87.2K +1,081 +8%
FMLI
1316
Fukoku Mutual Life Insurance
Japan
$1.15M
RAM
1317
Redmond Asset Management
Virginia
$1.15M -$84.7K -1,050 -7%
FUBT
1318
First United Bank & Trust
Maryland
$1.15M +$74.6K +925 +7%
PIA
1319
Peachtree Investment Advisors
Georgia
$1.15M +$30K +372 +3%
CIP
1320
Convergence Investment Partners
Florida
$1.14M +$1.17M +14,559 New
AL
1321
Aspiriant LLC
California
$1.14M +$57.5K +713 +5%
KT
1322
Kanaly Trust
Texas
$1.13M -$590K -7,319 -34%
ASN
1323
Advisory Services Network
Georgia
$1.13M -$179K -2,223 -13%
AIM
1324
Aspen Investment Management
Michigan
$1.13M -$82.2K -1,020 -7%
NIS
1325
National Investment Services
Wisconsin
$1.13M -$1.59M -19,669 -58%

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.