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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
BB
1426
Bell Bank
North Dakota
$794K -$183K -2,273 -18%
TAM
1427
Todd Asset Management
Kentucky
$791K +$63.7K +790 +9%
TC
1428
Telemus Capital
Michigan
$788K +$15.4K +191 +2%
SIC
1429
Starr International Company
Switzerland
$786K
GVT
1430
Genesee Valley Trust
New York
$786K +$417K +5,177 +107%
S
1431
SignatureFD
Georgia
$785K +$61.4K +761 +8%
MSFP
1432
Mark Sheptoff Financial Planning
Connecticut
$778K -$24.2K -300 -3%
SOAMC
1433
Spirit of America Management Corp
New York
$778K
AI
1434
Accredited Investors
Minnesota
$777K +$74.3K +922 +10%
SCA
1435
Stillwater Capital Advisors
Pennsylvania
$775K +$8.71K +108 +1%
ACM
1436
Avalon Capital Management
California
$772K
GI
1437
Glovista Investments
New Jersey
$770K -$19.6K -243 -2%
BSB
1438
Bangor Savings Bank
Maine
$767K +$54K +670 +7%
RIG
1439
Roosevelt Investment Group
New York
$763K -$22.4K -278 -3%
WA
1440
WealthTrust Axiom
Pennsylvania
$762K -$14.4K -179 -2%
I2I
1441
Insight 2811 Inc
Illinois
$761K +$19.4K +240 +3%
KAH
1442
Kathryn A. Hall
$761K +$781K +9,682 New
PO
1443
Private Ocean
California
$760K -$35.5K -440 -4%
AAM
1444
Aureus Asset Management
Massachusetts
$759K -$48.4K -600 -6%
AFG
1445
Albion Financial Group
Utah
$757K -$53.2K -660 -6%
B
1446
Bailard
California
$754K -$43K -533 -5%
BBPWM
1447
Blue Bell Private Wealth Management
Pennsylvania
$754K
AMG
1448
Asset Management Group
Connecticut
$754K +$49.3K +612 +7%
WA
1449
Winfield Associates
Ohio
$749K +$13.2K +164 +2%
CL
1450
Choreo LLC
Illinois
$738K -$117K -1,457 -13%

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.