Procter & Gamble
1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.
405% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 41
119% more call options, than puts
Call options by funds: $5.03B | Put options by funds: $2.29B
9% more capital invested
Capital invested by funds: $122B → $133B (+$11B)
9% more funds holding
Funds holding: 1,652 → 1,797 (+145)
8% more funds holding in top 10
Funds holding in top 10: 318 → 344 (+26)
1.18% more ownership
Funds ownership: 59.14% → 60.32% (+1.2%)
29% less repeat investments, than reductions
Existing positions increased: 586 | Existing positions reduced: 825
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$629M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$427M |
| 3 |
State Street
Boston,
Massachusetts
|
+$374M |
| 4 |
AIG
American International Group
New York
|
+$247M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$188M |
| 2 |
Goldman Sachs
New York
|
-$160M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$157M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$133M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$126M |
PG Hedge Fund Activity: Q4 2013 in Review
1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.
- 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
- Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
- 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
- The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
- The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.
Based on aggregated 13F filings for Q4 2013.