We are live on ! Find out more
PG icon

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
LWM
1376
LBA Wealth Management
Florida
$952K
PGA
1377
Portland Global Advisors
Maine
$952K
NEPWA
1378
New England Private Wealth Advisors
Massachusetts
$949K +$348K +4,310 +56%
OFS
1379
Orrstown Financial Services
Pennsylvania
$948K +$66.8K +828 +7%
Kayne Anderson Rudnick Investment Management
1380
Kayne Anderson Rudnick Investment Management
California
$944K
HC
1381
Hawkins Capital
Texas
$943K +$968K +12,000 New
BRM
1382
Boston Research & Management
Massachusetts
$942K +$30.5K +378 +3%
NFC
1383
Northeast Financial Consultants
Connecticut
$940K
LCM
1384
Lucas Capital Management
New Jersey
$940K +$40.3K +500 +4%
BPCA
1385
Bank Pictet & Cie (Asia)
Singapore
$932K -$1.1M -13,640 -53%
CAM
1386
Cacti Asset Management
Georgia
$932K
FPIS
1387
Financial Planning & Information Services
Wisconsin
$932K +$4.43K +55 +0.5%
AIC
1388
Atlantic Investment Company
Georgia
$928K +$8.06K +100 +0.9%
NAM
1389
Needelman Asset Management
California
$926K
FIM
1390
Fruth Investment Management
Texas
$924K
KIA
1391
Kopp Investment Advisors
Minnesota
$922K -$15.9K -197 -2%
RCM
1392
RNC Capital Management
California
$919K -$257K -3,192 -21%
TCB
1393
Texas Capital Bancshares
Texas
$918K -$61.1K -758 -6%
IAS
1394
IMA Advisory Services
Colorado
$917K +$7.26K +90 +0.8%
KC
1395
Kingfisher Capital
North Carolina
$907K -$34.5K -428 -4%
FM
1396
Forward Management
California
$905K +$71.8K +891 +8%
CISOA
1397
Capital Investment Services of America
Wisconsin
$903K -$48.4K -600 -5%
PIM
1398
Parasol Investment Management
Illinois
$902K +$465K +5,763 +101%
RIM
1399
Reliant Investment Management
Tennessee
$900K
RIA
1400
Regal Investment Advisors
Michigan
$899K +$171K +2,120 +23%

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.