We are live on ! Find out more
PG icon

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
VHAM
1326
Van Hulzen Asset Management
California
$1.11M +$8.75K +111 +0.8%
AL
1327
Aspiriant LLC
California
$1.11M +$1.18K +15 +0.1%
ARTA
1328
A.R.T. Advisors
New York
$1.11M +$1.08M +13,764 New
FUBT
1329
First United Bank & Trust
Maryland
$1.1M +$39.4K +500 +4%
YP
1330
Yellowstone Partners
Idaho
$1.1M +$200K +2,541 +23%
BAM
1331
Brave Asset Management
New Jersey
$1.09M -$15.8K -200 -1%
CW
1332
Cobiz Wealth
Colorado
$1.09M -$236 -3 -0%
PPSG
1333
Princeton Portfolio Strategies Group
New Jersey
$1.09M +$150K +1,900 +16%
DAM
1334
Doheny Asset Management
California
$1.09M
ANB
1335
Amarillo National Bank
Texas
$1.08M -$42.4K -538 -4%
BDF
1336
Balasa Dinverno & Foltz
$1.07M +$34K +432 +3%
I
1337
IberiaBank
Louisiana
$1.07M +$85.1K +1,080 +9%
NAMP
1338
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.06M +$39.4K +500 +4%
SC
1339
Savant Capital
Illinois
$1.06M +$138K +1,753 +15%
FBA
1340
Front Barnett Associates
Illinois
$1.04M -$59.1K -750 -5%
FWP
1341
FAS Wealth Partners
Kansas
$1.04M +$85.6K +1,086 +9%
ZTNA
1342
Zions Trust National Association
Utah
$1.04M -$61.5K -780 -6%
CC
1343
Cornerstone Capital
California
$1.04M
SKK
1344
Shepherd Kaplan Krochuk
Massachusetts
$1.04M
CC
1345
Cognios Capital
Kansas
$1.04M +$7.72K +98 +0.8%
SMC
1346
Smith, Moore & Co
Missouri
$1.04M +$91.5K +1,161 +10%
QGM
1347
Quality Growth Management
California
$1.03M
LFG
1348
LifePlan Financial Group
Ohio
$1.03M +$31.4K +399 +3%
BVDMP
1349
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.03M +$150K +1,900 +17%
WSC
1350
Wellington Shields & Co
New York
$1.03M

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.