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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
AFIA
1401
America First Investment Advisors
Nebraska
$868K
VF
1402
Virtu Financial
New York
$867K +$652K +8,273 +333%
VIMU
1403
Veritas Investment Management (UK)
United Kingdom
$862K
PLFAM
1404
Pineno Levin & Ford Asset Management
Virginia
$861K
FM
1405
Forward Management
California
$857K -$79.2K -1,005 -9%
RAM
1406
Ramsey Asset Management
Virginia
$857K
BG
1407
Bollard Group
Massachusetts
$852K +$754K +9,575 +958%
FGP
1408
Foyston, Gordon, & Payne
Ontario, Canada
$851K
SL
1409
Summitry LLC
California
$851K
MMG
1410
Monetary Management Group
Missouri
$840K -$78.8K -1,000 -9%
CFSG
1411
Community Financial Services Group
Vermont
$839K +$114K +1,448 +16%
BBNB
1412
Baker Boyer National Bank
Washington
$833K +$57.9K +735 +8%
AWA
1413
AmeriServ Wealth Advisors
Pennsylvania
$830K -$1.5M -19,054 -65%
AFG
1414
Albion Financial Group
Utah
$830K
AAM
1415
Aureus Asset Management
Massachusetts
$827K -$53.6K -680 -6%
WCM
1416
Windsor Capital Management
Arizona
$825K +$149K +1,895 +23%
NCMW
1417
Northern Capital Management (Wisconsin)
Wisconsin
$823K -$11K -140 -1%
VCAM
1418
Valentine Capital Asset Management
California
$822K -$31.5K -400 -4%
MSFP
1419
Mark Sheptoff Financial Planning
Connecticut
$822K +$804K +10,198 New
KWMG
1420
King Wealth Management Group
Florida
$822K -$418K -5,305 -34%
B
1421
Bailard
California
$816K +$2.13K +27 +0.3%
PO
1422
Private Ocean
California
$815K +$46.5K +590 +6%
UBV
1423
United Bank (Virginia)
Virginia
$814K +$23.2K +295 +3%
WA
1424
Waverly Advisors
Alabama
$812K +$360K +4,571 +83%
GI
1425
Glovista Investments
New Jersey
$809K -$7.33K -93 -0.9%

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.