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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
ANB
1326
Amarillo National Bank
Texas
$1.13M
HH
1327
Hilltop Holdings
Texas
$1.13M +$441K +5,383 +67%
VCM
1328
Violich Capital Management
California
$1.13M -$257K -3,137 -19%
IAS
1329
IMA Advisory Services
Colorado
$1.12M +$144K +1,753 +15%
WSC
1330
Wellington Shields & Co
New York
$1.12M +$65.5K +800 +6%
TCOO
1331
Trust Company of Oklahoma
Oklahoma
$1.12M -$22.1K -270 -2%
FBA
1332
Front Barnett Associates
Illinois
$1.11M
SMC
1333
Smith, Moore & Co
Missouri
$1.11M +$510K +6,224 +88%
BAM
1334
Brave Asset Management
New Jersey
$1.11M -$24.6K -300 -2%
LFG
1335
LifePlan Financial Group
Ohio
$1.11M +$33.3K +407 +3%
SFT
1336
Simmons First Trust
Arkansas
$1.11M +$1.09M +13,264 New
CW
1337
Cobiz Wealth
Colorado
$1.11M +$12.3K +150 +1%
1GA
1338
1st Global Advisors
Texas
$1.1M +$53.3K +651 +5%
SC
1339
Savant Capital
Illinois
$1.1M +$4.18K +51 +0.4%
LCM
1340
Liberty Capital Management
Michigan
$1.1M -$32.8K -400 -3%
SJIM
1341
St. Johns Investment Management
Florida
$1.09M -$4.34K -53 -0.4%
CC
1342
Capital Counsel
New York
$1.08M
RIA
1343
Regal Investment Advisors
Michigan
$1.08M +$123K +1,506 +13%
CC
1344
Cognios Capital
Kansas
$1.08M +$5.65K +69 +0.5%
ZTNA
1345
Zions Trust National Association
Utah
$1.08M -$4.1K -50 -0.4%
CWM
1346
Cabot Wealth Management
Massachusetts
$1.07M
BVDMP
1347
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.07M
MCWS
1348
McKinley Carter Wealth Services
West Virginia
$1.07M -$36.1K -440 -3%
WIL
1349
Winifred I. Li
$1.06M -$245K -2,988 -19%
RCM
1350
RNC Capital Management
California
$1.06M +$81.4K +994 +9%

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.