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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
SFM
1476
Signature Financial Management
Virginia
$649K +$21.6K +268 +3%
TCM
1477
Tradewinds Capital Management
Washington
$645K -$13.1K -162 -2%
PAM
1478
Peninsula Asset Management
Florida
$636K -$20.2K -250 -3%
HH
1479
Hilltop Holdings
Texas
$636K +$12.4K +154 +2%
Cohen & Steers
1480
Cohen & Steers
New York
$629K
SGC
1481
South Georgia Capital
Illinois
$626K -$1.83M -22,700 -74%
VC
1482
Vicus Capital
Pennsylvania
$626K +$35.4K +439 +6%
CA
1483
Capital Advantage
California
$624K +$48.8K +605 +8%
MBT
1484
Montecito Bank & Trust
California
$624K +$88K +1,091 +16%
FIMG
1485
Financial & Investment Management Group
Michigan
$623K +$81 +1 +0%
BL
1486
BCWM LLC
Kansas
$621K -$106K -1,318 -14%
GAG
1487
GM Advisory Group
New York
$621K -$56.8K -704 -8%
CAM
1488
Cubic Asset Management
Massachusetts
$621K -$806 -10 -0.1%
ST
1489
Semper Trust
Pennsylvania
$620K -$80.6K -1,000 -11%
SJIC
1490
St. James Investment Company
Texas
$618K +$89.5K +1,110 +16%
GIA
1491
Granite Investment Advisors
New Hampshire
$617K
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$612K +$14.1K +175 +2%
CFMC
1493
Curbstone Financial Management Corp
New Hampshire
$606K +$12.1K +150 +2%
SCP
1494
Sandhill Capital Partners
New York
$604K +$19.2K +238 +3%
CNAM
1495
Campbell Newman Asset Management
Wisconsin
$603K -$56.7K -703 -8%
SFG
1496
SNS Financial Group
Minnesota
$602K +$618K +7,663 New
FNT
1497
First Nebraska Trust
Nebraska
$602K
HC
1498
Hourglass Capital
Texas
$599K
SC
1499
Stralem & Co
New York
$593K
BRWM
1500
B. Riley Wealth Management
Tennessee
$591K -$7.26K -90 -1%

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.