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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
1GA
1351
1st Global Advisors
Texas
$1.02M +$153K +1,939 +18%
BP
1352
Ballentine Partners
Massachusetts
$1.02M -$75K -952 -7%
SJIM
1353
St. Johns Investment Management
Florida
$1.01M +$993K +12,597 New
CWM
1354
Cabot Wealth Management
Massachusetts
$1.01M -$6.46K -82 -0.7%
GHAM
1355
Gilman Hill Asset Management
Connecticut
$1.01M +$197K +2,500 +25%
HK
1356
Horizon Kinetics
New York
$1M +$41.8K +530 +4%
TCB
1357
Texas Capital Bancshares
Texas
$1M +$188K +2,381 +24%
BT
1358
Bankers Trust
Iowa
$1M -$67.1K -851 -6%
BB
1359
Bell Bank
North Dakota
$998K -$315K -3,999 -24%
LWI
1360
Long Wharf Investors
Massachusetts
$989K +$8.2K +104 +0.9%
LWM
1361
LBA Wealth Management
Florida
$977K -$17.8K -226 -2%
PGA
1362
Portland Global Advisors
Maine
$977K +$94.6K +1,200 +11%
CFA
1363
CT Financial Advisors
Pennsylvania
$976K +$938K +11,907 New
CISOA
1364
Capital Investment Services of America
Wisconsin
$975K -$87K -1,104 -8%
VLKIM
1365
Van Lanschot Kempen Investment Management
Netherlands
$970K
Kayne Anderson Rudnick Investment Management
1366
Kayne Anderson Rudnick Investment Management
California
$968K -$27.5K -349 -3%
KC
1367
Kingfisher Capital
North Carolina
$965K -$11.7K -148 -1%
NFC
1368
Northeast Financial Consultants
Connecticut
$964K -$86.7K -1,100 -8%
KIA
1369
Kopp Investment Advisors
Minnesota
$961K +$199K +2,530 +27%
FPIS
1370
Financial Planning & Information Services
Wisconsin
$952K -$3.94K -50 -0.4%
MPWT
1371
MassMutual Private Wealth & Trust
Connecticut
$951K +$179K +2,272 +24%
CAM
1372
Cacti Asset Management
Georgia
$951K
NAM
1373
Needelman Asset Management
California
$950K -$21.3K -270 -2%
ACM
1374
Aviance Capital Management
Florida
$944K +$806K +10,228 +688%
AIC
1375
Atlantic Investment Company
Georgia
$943K -$5.91K -75 -0.6%

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.