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Procter & Gamble
PG

1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 41

119% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $2.29B

9% more capital invested

Capital invested by funds: $122B → $133B (+$11B)

9% more funds holding

Funds holding: 1,652 → 1,797 (+145)

8% more funds holding in top 10

Funds holding in top 10: 318 → 344 (+26)

1.18% more ownership

Funds ownership: 59.14% → 60.32% (+1.2%)

29% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 825

Holders
1,797
Holders Change
+145
Holders Change %
+8.78%
% of All Funds
52.13%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.98%
New
207
Increased
586
Reduced
825
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
Goldman Sachs
Goldman Sachs
New York
-$160M
3
Norges Bank
Norges Bank
Norway
-$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
American Century Companies
American Century Companies
Missouri
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1376
Cacti Asset Management
Georgia
$961K – – –
JWM
1377
Jacobus Wealth Management
Wisconsin
$960K +$298K +3,653 +45%
AIC
1378
Atlantic Investment Company
Georgia
$959K – – –
FWP
1379
FAS Wealth Partners
Kansas
$959K +$959K +11,776 New
SMC
1380
Smith, Moore & Co
Missouri
$952K +$952K +11,688 New
FM
1381
Forward Management
California
$947K +$48.8K +599 +5%
PPSG
1382
Princeton Portfolio Strategies Group
New Jersey
$945K +$163K +2,000 +21%
IAS
1383
IMA Advisory Services
Colorado
$944K – – –
LCM
1384
Lucas Capital Management
New Jersey
$942K – – –
RIM
1385
Reliant Investment Management
Tennessee
$933K +$933K +11,458 New
VCM
1386
Violich Capital Management
California
$931K -$12.2K -150 -1%
MMG
1387
Monetary Management Group
Missouri
$930K +$22.4K +275 +2%
SC
1388
Savant Capital
Illinois
$928K -$4.72K -58 -0.5%
BA
1389
Bridgewater Advisors
New York
$921K +$922K +11,315 New
GHA
1390
GW Henssler & Associates
Georgia
$911K +$5.46K +67 +0.6%
PCMC
1391
Paragon Capital Management (Colorado)
Colorado
$910K – – –
OFS
1392
Orrstown Financial Services
Pennsylvania
$903K +$1.14K +14 +0.1%
YP
1393
Yellowstone Partners
Idaho
$900K +$900K +11,052 New
CC
1394
Colrain Capital
Massachusetts
$896K -$563K -6,914 -39%
AAM
1395
Aureus Asset Management
Massachusetts
$890K -$371K -4,550 -29%
PGA
1396
Portland Global Advisors
Maine
$889K – – –
BVDMP
1397
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$887K – – –
NA
1398
NSB Advisors
New York
$884K – – –
BSWMG
1399
Barrington Strategic Wealth Management Group
Illinois
$883K -$3.67K -45 -0.4%
CCA
1400
Checchi Capital Advisers
California
$883K +$884K +10,851 New
54 55
56
57 58

PG Hedge Fund Activity: Q4 2013 in Review

1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
  • Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
  • 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
  • The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
  • The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2013.