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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
RHDIC
1451
R.H. Dinel Investment Counsel
California
$745K
S
1452
SignatureFD
Georgia
$744K -$257K -3,260 -26%
BL
1453
BCWM LLC
Kansas
$743K -$9.46K -120 -1%
AEPG
1454
American Economic Planning Group
New Jersey
$743K +$5.52K +70 +0.8%
WCBA
1455
Weaver C. Barksdale & Associates
Tennessee
$742K
BAM
1456
Banta Asset Management
California
$740K
SRC
1457
Stone Run Capital
New York
$738K
HFM
1458
Hartford Financial Management
Connecticut
$735K +$394 +5 +0.1%
BSB
1459
Bangor Savings Bank
Maine
$732K +$7.09K +90 +1%
AMG
1460
Asset Management Group
Connecticut
$724K +$199K +2,528 +39%
AI
1461
Accredited Investors
Minnesota
$723K +$116K +1,466 +20%
FFA
1462
First Foundation Advisors
California
$722K -$28.8K -365 -4%
TCM
1463
Tradition Capital Management
New Jersey
$720K -$31K -393 -4%
ST
1464
Semper Trust
Pennsylvania
$716K -$15.8K -200 -2%
JMH
1465
J.M. Hartwell
New York
$713K
GAG
1466
GM Advisory Group
New York
$701K -$82.7K -1,050 -11%
ST
1467
Somerset Trust
Pennsylvania
$700K +$30.3K +385 +5%
G
1468
GlobalBridge
Minnesota
$691K +$8.67K +110 +1%
OC
1469
Oakworth Capital
Alabama
$691K +$236K +3,001 +54%
CC
1470
Colrain Capital
Massachusetts
$685K -$197K -2,500 -23%
RU
1471
RobecoSam USA
New York
$679K
PAWC
1472
P.A.W. Capital
Connecticut
$677K
HI
1473
Hudock Inc
Pennsylvania
$677K +$30.2K +383 +5%
CNAM
1474
Campbell Newman Asset Management
Wisconsin
$676K -$29.9K -380 -4%
WRM
1475
Weybosset Research & Management
Rhode Island
$674K -$5.59K -71 -0.8%

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.