We are live on ! Find out more
PG icon

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
SCA
1426
Stillwater Capital Advisors
Pennsylvania
$827K +$1.15K +14 +0.1%
CL
1427
Choreo LLC
Illinois
$819K +$31.7K +387 +4%
TC
1428
Telemus Capital
Michigan
$818K -$21K -256 -3%
BBNB
1429
Baker Boyer National Bank
Washington
$816K -$65.5K -800 -8%
RFA
1430
Reilly Financial Advisors
California
$816K +$88.2K +1,076 +12%
SFG
1431
SNS Financial Group
Minnesota
$816K +$170K +2,078 +27%
AIM
1432
Aspen Investment Management
Michigan
$815K -$381K -4,645 -32%
RIG
1433
Roosevelt Investment Group
New York
$813K
WA
1434
WealthTrust Axiom
Pennsylvania
$813K +$164 +2 +0%
BB
1435
Bell Bank
North Dakota
$812K -$33K -403 -4%
PO
1436
Private Ocean
California
$810K +$983 +12 +0.1%
WA
1437
Winfield Associates
Ohio
$810K +$10.3K +126 +1%
AAM
1438
Aureus Asset Management
Massachusetts
$809K
AFG
1439
Albion Financial Group
Utah
$807K
BBPWM
1440
Blue Bell Private Wealth Management
Pennsylvania
$803K
SA
1441
Strategic Advisors
New York
$791K -$942K -11,493 -55%
CL
1442
CPWM LLC
Washington
$788K +$87.5K +1,068 +13%
MSFP
1443
Mark Sheptoff Financial Planning
Connecticut
$787K -$41K -500 -5%
VCAM
1444
Valentine Capital Asset Management
California
$786K +$4.92K +60 +0.6%
ST
1445
Somerset Trust
Pennsylvania
$784K +$2.38K +29 +0.3%
FC
1446
Forte Capital
New York
$782K +$765K +9,341 New
TH
1447
Timber Hill
Connecticut
$780K +$763K +9,312 New
PIC
1448
Portland Investment Counsel
Ontario, Canada
$780K +$764K +9,319 New
AI
1449
Accredited Investors
Minnesota
$779K -$46.1K -563 -6%
EGA
1450
Eagle Global Advisors
Texas
$777K -$3.25M -39,657 -81%

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.