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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
WT
126
Wellcome Trust
United Kingdom
$145M +$7.88M +100,000 +6%
OH
127
Orbis Holdings
Bermuda
$143M +$140M +1,773,140 New
GT
128
Glenmede Trust
Pennsylvania
$138M +$2.62M +33,269 +2%
Victory Capital Management
129
Victory Capital Management
Texas
$137M -$9.77M -124,013 -7%
TCG
130
Tremblant Capital Group
Florida
$132M +$38.3M +486,148 +42%
TGCM
131
Tukman Grossman Capital Management
California
$132M -$1.47M -18,700 -1%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$132M -$2.36M -29,943 -2%
Swedbank
133
Swedbank
Sweden
$131M +$126M +1,603,687 New
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$127M -$1.31M -16,600 -1%
EVM
135
Eaton Vance Management
Massachusetts
$127M -$68.7M -872,081 -36%
LBG
136
Lloyds Banking Group
United Kingdom
$126M -$5.08M -64,447 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$125M -$14.6M -184,800 -11%
HL
138
Harding Loevner
New Jersey
$125M -$612K -7,772 -0.5%
JWBC
139
John W. Bristol & Co
New York
$125M -$1.9M -24,059 -2%
FMI
140
Factory Mutual Insurance
Massachusetts
$124M +$3.94M +50,000 +3%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$121M +$17.2M +218,600 +17%
RRAM
142
River Road Asset Management
Kentucky
$121M -$339K -4,304 -0.3%
MAMU
143
Marathon Asset Management (UK)
United Kingdom
$120M -$26.6M -337,523 -19%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$118M -$6.94M -88,079 -6%
EAM
145
Eagle Asset Management
Florida
$118M +$10M +127,076 +9%
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
$117M -$686K -8,704 -0.6%
CGT
147
Capital Guardian Trust
California
$117M +$2.96M +37,576 +3%
CA
148
Commerzbank Aktiengesellschaft
Germany
$116M -$8.78M -111,470 -7%
Axa
149
Axa
France
$116M -$4.19M -53,171 -4%
Aviva
150
Aviva
United Kingdom
$114M +$11.1M +141,474 +11%

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.