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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
NFGCM
1401
Norman Fields Gottscho Capital Management
New York
$907K -$42.6K -520 -5%
MBT
1402
Montecito Bank & Trust
California
$905K +$235K +2,870 +36%
KA
1403
Kovack Advisors
Florida
$898K -$39.1K -477 -4%
ACM
1404
Avalon Capital Management
California
$898K +$73.7K +900 +9%
VIMU
1405
Veritas Investment Management (UK)
United Kingdom
$896K
NA
1406
NSB Advisors
New York
$892K -$17.2K -210 -2%
CISOA
1407
Capital Investment Services of America
Wisconsin
$891K -$69.6K -850 -7%
RAM
1408
Ramsey Asset Management
Virginia
$890K
FGP
1409
Foyston, Gordon, & Payne
Ontario, Canada
$885K
WCM
1410
Windsor Capital Management
Arizona
$881K +$15.2K +186 +2%
I2I
1411
Insight 2811 Inc
Illinois
$878K +$65.5K +800 +8%
KWMG
1412
King Wealth Management Group
Florida
$877K +$30.6K +373 +4%
B
1413
Bailard
California
$866K +$61.5K +750 +8%
AFIA
1414
America First Investment Advisors
Nebraska
$860K
PLFAM
1415
Pineno Levin & Ford Asset Management
Virginia
$857K
AMG
1416
Asset Management Group
Connecticut
$856K +$51.1K +624 +7%
UBV
1417
United Bank (Virginia)
Virginia
$846K -$8.19K -100 -1%
TAM
1418
Todd Asset Management
Kentucky
$843K
GI
1419
Glovista Investments
New Jersey
$838K +$17K +207 +2%
BSB
1420
Bangor Savings Bank
Maine
$838K +$20.6K +251 +3%
SIC
1421
Starr International Company
Switzerland
$837K
HFM
1422
Hartford Financial Management
Connecticut
$837K +$71.4K +871 +10%
VC
1423
Vicus Capital
Pennsylvania
$835K +$165K +2,013 +25%
VF
1424
Virtu Financial
New York
$835K +$817K +9,972 New
SOAMC
1425
Spirit of America Management Corp
New York
$829K

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.