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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
OFS
1376
Orrstown Financial Services
Pennsylvania
$997K -$13.3K -162 -1%
SAMC
1377
Shinko Asset Management Company
Japan
$988K -$160K -1,958 -14%
CAM
1378
Cacti Asset Management
Georgia
$988K
HW
1379
Hancock Whitney
Mississippi
$986K -$44.7K -545 -4%
NAM
1380
Needelman Asset Management
California
$981K -$5.74K -70 -0.6%
KC
1381
Kingfisher Capital
North Carolina
$971K +$4.59K +56 +0.5%
VAM
1382
Visium Asset Management
New York
$962K -$1.22M -14,894 -56%
NFC
1383
Northeast Financial Consultants
Connecticut
$960K -$41K -500 -4%
KIA
1384
Kopp Investment Advisors
Minnesota
$957K -$24.6K -300 -3%
FIM
1385
Fruth Investment Management
Texas
$957K -$8.19K -100 -0.9%
PGA
1386
Portland Global Advisors
Maine
$954K -$59.4K -725 -6%
FM
1387
Forward Management
California
$952K -$13.1K -160 -1%
BSWMG
1388
Barrington Strategic Wealth Management Group
Illinois
$951K +$20.5K +250 +2%
S
1389
SignatureFD
Georgia
$949K +$110K +1,341 +13%
FIM
1390
Freedom Investment Management
Connecticut
$941K +$56.4K +688 +7%
SL
1391
Summitry LLC
California
$940K +$53.8K +656 +6%
JT
1392
Jump Trading
Illinois
$940K +$868K +10,595 +1,682%
PCMC
1393
Paragon Capital Management (Colorado)
Colorado
$939K
NI
1394
Numeric Investors
Massachusetts
$930K +$910K +11,100 New
CC
1395
Cornerstone Capital
California
$919K -$249K -3,040 -22%
TWA
1396
TCI Wealth Advisors
Arizona
$916K +$19.4K +237 +2%
Kayne Anderson Rudnick Investment Management
1397
Kayne Anderson Rudnick Investment Management
California
$915K -$88.3K -1,078 -9%
MG
1398
MDE Group
New Jersey
$914K +$562K +6,862 +169%
BRM
1399
Boston Research & Management
Massachusetts
$910K -$91K -1,110 -9%
GIM
1400
Greylin Investment Management
Virginia
$910K

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.