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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
Envestnet Asset Management
1351
Envestnet Asset Management
Illinois
$1.02M +$146K +1,816 +16%
CC
1352
Capital Counsel
New York
$1.02M +$108K +1,337 +12%
ZTNA
1353
Zions Trust National Association
Utah
$1.01M +$4.03K +50 +0.4%
CC
1354
Cognios Capital
Kansas
$1.01M
LFG
1355
LifePlan Financial Group
Ohio
$1.01M +$2.58K +32 +0.2%
GHAM
1356
Gilman Hill Asset Management
Connecticut
$1.01M +$29K +360 +3%
CWM
1357
Cabot Wealth Management
Massachusetts
$1.01M +$24.8K +308 +2%
BVDMP
1358
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M
BT
1359
Bankers Trust
Iowa
$1M +$28.1K +349 +3%
LWI
1360
Long Wharf Investors
Massachusetts
$1M +$39.5K +490 +4%
NAMP
1361
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$996K -$40.3K -500 -4%
SKK
1362
Shepherd Kaplan Krochuk
Massachusetts
$995K -$15.1K -187 -1%
QGM
1363
Quality Growth Management
California
$992K
PL
1364
Plancorp LLC
Missouri
$988K -$1.01M -12,561 -50%
WSC
1365
Wellington Shields & Co
New York
$987K -$16.1K -200 -2%
TL
1366
Tirschwell & Loewy
New York
$985K -$129K -1,600 -11%
1GA
1367
1st Global Advisors
Texas
$984K -$15K -186 -1%
ID
1368
Integral Derivatives
New York
$981K -$19.4M -240,850 -95%
FFA
1369
First Foundation Advisors
California
$973K +$276K +3,423 +38%
HK
1370
Horizon Kinetics
New York
$972K -$8.06K -100 -0.8%
BP
1371
Ballentine Partners
Massachusetts
$971K -$27K -335 -3%
PTC
1372
Provident Trust Company
Wisconsin
$968K +$453K +5,620 +84%
HW
1373
Hancock Whitney
Mississippi
$967K +$205K +2,540 +26%
TT
1374
Tiedemann Trust
Delaware
$955K +$513K +6,359 +110%
Balyasny Asset Management
1375
Balyasny Asset Management
Illinois
$953K +$978K +12,131 New

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.