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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
AEPG
1451
American Economic Planning Group
New Jersey
$776K -$737 -9 -0.1%
WCBA
1452
Weaver C. Barksdale & Associates
Tennessee
$771K
BPB
1453
Badgley, Phelps & Bell
Washington
$768K +$455K +5,556 +153%
SRC
1454
Stone Run Capital
New York
$767K
NCMW
1455
Northern Capital Management (Wisconsin)
Wisconsin
$765K -$4.92K -60 -0.7%
SCP
1456
Sandhill Capital Partners
New York
$765K +$119K +1,451 +19%
ACS
1457
Archford Capital Strategies
Illinois
$763K -$108K -1,316 -13%
MAM
1458
Mizuho Asset Management
Japan
$740K +$156K +1,907 +28%
BAM
1459
Banta Asset Management
California
$736K -$24.6K -300 -3%
CFSG
1460
Community Financial Services Group
Vermont
$733K -$41K -500 -5%
DWM
1461
Destination Wealth Management
California
$724K -$43.8K -534 -6%
CA
1462
Capital Advantage
California
$720K +$54.2K +662 +8%
QAM
1463
Quantres Asset Management
Cayman Islands
$720K +$410K +5,000 +139%
OC
1464
Oakworth Capital
Alabama
$713K
RHDIC
1465
R.H. Dinel Investment Counsel
California
$709K -$4.92K -60 -0.7%
JMH
1466
J.M. Hartwell
New York
$703K -$36.5K -445 -5%
PAWC
1467
P.A.W. Capital
Connecticut
$703K
TCM
1468
Tradition Capital Management
New Jersey
$691K -$20.8K -254 -3%
WRM
1469
Weybosset Research & Management
Rhode Island
$689K -$28.6K -349 -4%
FIMG
1470
Financial & Investment Management Group
Michigan
$683K +$19.3K +235 +3%
EWM
1471
Elite Wealth Management
Washington
$682K -$222K -2,706 -25%
HI
1472
Hudock Inc
Pennsylvania
$681K -$15.8K -193 -2%
FNT
1473
First Nebraska Trust
Nebraska
$681K +$38.6K +471 +6%
SJIC
1474
St. James Investment Company
Texas
$679K +$20.5K +250 +3%
PFA
1475
Paradigm Financial Advisors
Missouri
$677K -$101K -1,232 -13%

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.