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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
IB
1426
Intrust Bank
Kansas
$808K +$188K +2,381 +31%
MFS
1427
Monetta Financial Services
Illinois
$806K -$2.52M -32,000 -76%
SIC
1428
Starr International Company
Switzerland
$806K
RIG
1429
Roosevelt Investment Group
New York
$805K +$29.2K +371 +4%
SOAMC
1430
Spirit of America Management Corp
New York
$798K +$780K +9,900 New
WA
1431
WealthTrust Axiom
Pennsylvania
$796K +$12K +152 +2%
FIM
1432
Freedom Investment Management
Connecticut
$795K +$185K +2,342 +31%
TC
1433
Telemus Capital
Michigan
$793K -$14.9K -189 -2%
KA
1434
Kovack Advisors
Florida
$792K -$630 -8 -0.1%
ACM
1435
Avalon Capital Management
California
$791K -$590K -7,485 -43%
EA
1436
Emerald Advisers
Pennsylvania
$789K -$82.2K -1,043 -10%
HW
1437
Hancock Whitney
Mississippi
$787K -$7.49K -95 -1%
SCA
1438
Stillwater Capital Advisors
Pennsylvania
$786K -$48.2K -612 -6%
FA
1439
FDx Advisors
Illinois
$780K -$376K -4,775 -33%
FSA
1440
Financial Sense Advisors
California
$778K -$3.04M -38,562 -80%
SAM
1441
Symphony Asset Management
California
$773K -$42.2K -535 -5%
BBPWM
1442
Blue Bell Private Wealth Management
Pennsylvania
$773K
PNAA
1443
Pictet North America Advisors
Switzerland
$772K +$98.5K +1,250 +15%
HR
1444
Howe & Rusling
New York
$772K +$332K +4,214 +79%
I2I
1445
Insight 2811 Inc
Illinois
$761K -$411K -5,220 -36%
LOCC
1446
Lombard Odier & Cie (Canada)
Quebec, Canada
$757K -$15.8K -200 -2%
WA
1447
Winfield Associates
Ohio
$756K -$17.7K -224 -2%
PFA
1448
Paradigm Financial Advisors
Missouri
$755K -$61.2K -777 -8%
RIA
1449
Regal Investment Advisors
Michigan
$752K +$114K +1,452 +18%
TAM
1450
Todd Asset Management
Kentucky
$748K -$1.1K -14 -0.2%

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.