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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
EA
1451
Emerald Advisers
Pennsylvania
$734K -$36.2K -449 -5%
ST
1452
Somerset Trust
Pennsylvania
$734K +$52.1K +646 +7%
VCAM
1453
Valentine Capital Asset Management
California
$733K -$70.5K -874 -9%
PFA
1454
Paradigm Financial Advisors
Missouri
$732K -$4.03K -50 -0.5%
AEPG
1455
American Economic Planning Group
New Jersey
$729K +$4.84K +60 +0.7%
CFSG
1456
Community Financial Services Group
Vermont
$728K -$93.4K -1,158 -11%
TFA
1457
Transamerica Financial Advisors
Florida
$725K +$272K +3,377 +58%
NCMW
1458
Northern Capital Management (Wisconsin)
Wisconsin
$723K -$82.3K -1,021 -10%
WCBA
1459
Weaver C. Barksdale & Associates
Tennessee
$723K
BAM
1460
Banta Asset Management
California
$722K
DWM
1461
Destination Wealth Management
California
$722K +$103K +1,274 +16%
SRC
1462
Stone Run Capital
New York
$720K
HFM
1463
Hartford Financial Management
Connecticut
$717K +$403 +5 +0.1%
FPA
1464
Fieldpoint Private Advisors
New York
$706K -$161K -2,000 -18%
BCM
1465
Brookstone Capital Management
Illinois
$700K +$79.7K +988 +12%
JMH
1466
J.M. Hartwell
New York
$695K
W
1467
Wealthfront
California
$688K +$313K +3,881 +82%
RFA
1468
Reilly Financial Advisors
California
$687K +$217K +2,688 +45%
OC
1469
Oakworth Capital
Alabama
$674K
WRM
1470
Weybosset Research & Management
Rhode Island
$674K +$17.5K +217 +3%
RHDIC
1471
R.H. Dinel Investment Counsel
California
$670K -$56.9K -706 -8%
TCM
1472
Tradition Capital Management
New Jersey
$668K -$35.2K -436 -5%
PAWC
1473
P.A.W. Capital
Connecticut
$660K
CL
1474
CPWM LLC
Washington
$656K +$67.2K +834 +11%
HI
1475
Hudock Inc
Pennsylvania
$655K -$5.56K -69 -0.8%

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.