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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
BFC
1301
Blue Fin Capital
Rhode Island
$1.24M +$9.42K +115 +0.8%
CIC
1302
Chilton Investment Company
Connecticut
$1.24M +$121K +1,475 +11%
PIA
1303
Peachtree Investment Advisors
Georgia
$1.24M +$14.9K +182 +1%
CASB
1304
Cape Ann Savings Bank
Massachusetts
$1.23M +$901 +11 +0.1%
BHBT
1305
Burke & Herbert Bank & Trust
Virginia
$1.23M -$20.5K -250 -2%
CG
1306
Colony Group
Massachusetts
$1.23M +$1.02M +12,483 +565%
RAM
1307
Redmond Asset Management
Virginia
$1.23M
ASN
1308
Advisory Services Network
Georgia
$1.22M +$7.78K +95 +0.7%
SFI
1309
SPC Financial Inc
Maryland
$1.21M +$597K +7,281 +102%
NIS
1310
National Investment Services
Wisconsin
$1.2M
Verition Fund Management
1311
Verition Fund Management
Connecticut
$1.2M -$750K -9,149 -39%
BDF
1312
Balasa Dinverno & Foltz
$1.19M +$75K +915 +7%
TFA
1313
Transamerica Financial Advisors
Florida
$1.19M +$405K +4,947 +54%
MHS
1314
M Holdings Securities
Oregon
$1.18M -$2.44M -29,761 -67%
WI
1315
Wedgewood Investors
Pennsylvania
$1.18M -$5.49K -67 -0.5%
GAM
1316
Gould Asset Management
California
$1.17M -$65.5K -800 -5%
DSI
1317
Daiwa SB Investments
Japan
$1.17M +$896K +10,930 +354%
W
1318
Wealthfront
California
$1.17M +$443K +5,404 +63%
SFA
1319
Sequoia Financial Advisors
Ohio
$1.17M -$2.05K -25 -0.2%
MWP
1320
Moller Wealth Partners
$1.17M -$28.5K -348 -2%
FMLI
1321
Fukoku Mutual Life Insurance
Japan
$1.16M -$65.5K -800 -5%
PIM
1322
Parasol Investment Management
Illinois
$1.16M +$192K +2,347 +20%
AAM
1323
Azzad Asset Management
Virginia
$1.16M +$229K +2,794 +25%
BEAM
1324
Baker Ellis Asset Management
Washington
$1.16M -$16.4K -200 -1%
AL
1325
Aspiriant LLC
California
$1.14M -$69.1K -843 -6%

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.