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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
NFGCM
1401
Norman Fields Gottscho Capital Management
New York
$892K
BA
1402
Bridgewater Advisors
New York
$889K +$8.79K +109 +1%
NA
1403
Navellier & Associates
Nevada
$882K +$7.82K +97 +0.9%
PCMC
1404
Paragon Capital Management (Colorado)
Colorado
$882K -$5K -62 -0.5%
KA
1405
Kovack Advisors
Florida
$881K +$69.7K +864 +8%
BSWMG
1406
Barrington Strategic Wealth Management Group
Illinois
$873K -$13.6K -169 -1%
AAM
1407
Azzad Asset Management
Virginia
$866K +$452K +5,602 +103%
VIMU
1408
Veritas Investment Management (UK)
United Kingdom
$862K
GIM
1409
Greylin Investment Management
Virginia
$854K -$40.5K -502 -4%
EWM
1410
Elite Wealth Management
Washington
$853K -$268K -3,328 -23%
NA
1411
NSB Advisors
New York
$853K
TWA
1412
TCI Wealth Advisors
Arizona
$841K -$11.3K -140 -1%
RAM
1413
Ramsey Asset Management
Virginia
$836K
FGP
1414
Foyston, Gordon, & Payne
Ontario, Canada
$830K
SL
1415
Summitry LLC
California
$830K
BBNB
1416
Baker Boyer National Bank
Washington
$829K +$18.1K +225 +2%
FIM
1417
Freedom Investment Management
Connecticut
$829K +$54.7K +679 +7%
WA
1418
Waverly Advisors
Alabama
$824K +$33.5K +415 +4%
ACS
1419
Archford Capital Strategies
Illinois
$819K -$38.5K -478 -4%
LOCC
1420
Lombard Odier & Cie (Canada)
Quebec, Canada
$816K +$78.8K +977 +10%
WCM
1421
Windsor Capital Management
Arizona
$812K +$8.47K +105 +1%
PLFAM
1422
Pineno Levin & Ford Asset Management
Virginia
$809K -$32.3K -400 -4%
AFIA
1423
America First Investment Advisors
Nebraska
$807K -$40.3K -500 -5%
UBV
1424
United Bank (Virginia)
Virginia
$801K +$8.06K +100 +1%
KWMG
1425
King Wealth Management Group
Florida
$798K -$7.18K -89 -0.9%

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.