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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
MWP
1326
Moller Wealth Partners
$1.12M +$16.1K +200 +1%
WI
1327
Wedgewood Investors
Pennsylvania
$1.11M +$16.1K +200 +1%
CC
1328
Cornerstone Capital
California
$1.1M +$93.5K +1,160 +9%
SFA
1329
Sequoia Financial Advisors
Ohio
$1.1M -$91.8K -1,138 -8%
MIC
1330
MU Investments Company
Japan
$1.1M -$64.5K -800 -5%
BEAM
1331
Baker Ellis Asset Management
Washington
$1.1M -$42K -521 -4%
VHAM
1332
Van Hulzen Asset Management
California
$1.09M +$8.22K +102 +0.7%
SAMC
1333
Shinko Asset Management Company
Japan
$1.08M -$44.3K -550 -4%
TCOO
1334
Trust Company of Oklahoma
Oklahoma
$1.07M +$809K +10,030 +281%
BAM
1335
Brave Asset Management
New Jersey
$1.07M
DAM
1336
Doheny Asset Management
California
$1.06M +$6.05K +75 +0.6%
ACM
1337
Argentus Capital Management
Texas
$1.06M -$816K -10,122 -43%
LCM
1338
Liberty Capital Management
Michigan
$1.06M -$27.4K -340 -2%
ANB
1339
Amarillo National Bank
Texas
$1.06M +$10.2K +126 +0.9%
SEC
1340
Seven Eight Capital
New York
$1.05M +$1.08M +13,400 New
NERM
1341
New England Research & Management
Illinois
$1.05M +$778K +9,650 +259%
CIC
1342
Chilton Investment Company
Connecticut
$1.05M -$113K -1,404 -10%
BDF
1343
Balasa Dinverno & Foltz
$1.05M +$2.18K +27 +0.2%
FBA
1344
Front Barnett Associates
Illinois
$1.05M +$33.7K +418 +3%
MLL
1345
Moody Lynn & Lieberson
Massachusetts
$1.04M -$5.97M -74,087 -85%
MCWS
1346
McKinley Carter Wealth Services
West Virginia
$1.04M -$78.3K -971 -7%
SC
1347
Savant Capital
Illinois
$1.03M -$3.95K -49 -0.4%
CW
1348
Cobiz Wealth
Colorado
$1.03M -$36.5K -453 -3%
FWP
1349
FAS Wealth Partners
Kansas
$1.03M +$16K +199 +2%
SJIM
1350
St. Johns Investment Management
Florida
$1.02M +$35.6K +442 +4%

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.