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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
PAM
1476
Peninsula Asset Management
Florida
$677K
Manulife (Manufacturers Life Insurance)
1477
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$671K +$32.8M +400,730 +5%
LOCC
1478
Lombard Odier & Cie (Canada)
Quebec, Canada
$666K -$197K -2,402 -23%
IC
1479
IKOS CIF
Cyprus
$658K +$642K +7,837 New
GIA
1480
Granite Investment Advisors
New Hampshire
$657K
Twin Tree Management
1481
Twin Tree Management
Texas
$656K +$329K +4,014 +105%
CFMC
1482
Curbstone Financial Management Corp
New Hampshire
$653K +$6.96K +85 +1%
CAM
1483
Cubic Asset Management
Massachusetts
$652K -$10K -122 -2%
WIC
1484
Willis Investment Counsel
Georgia
$645K +$631K +7,700 New
CNAM
1485
Campbell Newman Asset Management
Wisconsin
$643K
TCM
1486
Tradewinds Capital Management
Washington
$642K -$44.3K -541 -7%
HC
1487
Hourglass Capital
Texas
$638K
HDIM
1488
Hanson & Doremus Investment Management
Vermont
$633K -$18.4K -225 -3%
HHGA
1489
Halbert Hargrove Global Advisors
California
$633K +$301K +3,668 +94%
SC
1490
Stralem & Co
New York
$632K
TDC
1491
Thompson Davis & Co
Virginia
$632K +$30.3K +370 +5%
UM
1492
Ulysses Management
New York
$628K
Fuller & Thaler Asset Management
1493
Fuller & Thaler Asset Management
California
$628K +$615K +7,500 New
SFM
1494
Signature Financial Management
Virginia
$627K -$62.5K -763 -9%
TIA
1495
Tiemann Investment Advisors
California
$627K +$1.31K +16 +0.2%
SIM
1496
SSI Investment Management
California
$622K
PA
1497
Planning Alternatives
Michigan
$622K +$2.46K +30 +0.4%
LFR
1498
Lehman Financial Resources
Pennsylvania
$620K
SCA
1499
Sippican Capital Advisors
Massachusetts
$614K +$601K +7,333 New
RPGK
1500
Retirement Planning Group (Kansas)
Kansas
$607K +$12.3K +150 +2%

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.