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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
PA
1501
Planning Alternatives
Michigan
$600K +$315 +4 +0.1%
SCP
1502
Sandhill Capital Partners
New York
$600K +$29.7K +377 +5%
RPGK
1503
Retirement Planning Group (Kansas)
Kansas
$595K +$79 +1 +0%
CA
1504
Capital Advantage
California
$591K -$6.78K -86 -1%
Edgewood Management
1505
Edgewood Management
Connecticut
$591K
LFR
1506
Lehman Financial Resources
Pennsylvania
$588K
MCM
1507
McRae Capital Management
New Jersey
$578K
TDC
1508
Thompson Davis & Co
Virginia
$578K +$236 +3 +0%
Manulife (Manufacturers Life Insurance)
1509
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$578K +$6.01M +76,332 +1%
EML
1510
Eos Management LP
New York
$576K
NCM
1511
Noesis Capital Mangement
Florida
$571K +$23.6K +300 +4%
BHA
1512
Beech Hill Advisors
New York
$570K +$150K +1,900 +37%
AF
1513
Allworth Financial
California
$569K -$32.2K -409 -5%
EWM
1514
Empirical Wealth Management
Washington
$564K +$13.2K +168 +2%
JWM
1515
Jacobus Wealth Management
Wisconsin
$563K -$378K -4,800 -41%
CFA
1516
Cahill Financial Advisors
Minnesota
$555K -$23.6K -299 -4%
TFO
1517
Tarbox Family Office
California
$554K -$129K -1,634 -19%
VWM
1518
Vector Wealth Management
Minnesota
$554K -$126K -1,597 -19%
Westfield Capital Management
1519
Westfield Capital Management
Massachusetts
$553K
ECM
1520
EagleClaw Capital Management
Massachusetts
$553K +$542K +6,880 New
MBT
1521
Montecito Bank & Trust
California
$552K +$17.6K +223 +3%
PCM
1522
Perritt Capital Management
Illinois
$547K -$1.42K -18 -0.3%
AIA
1523
Affinity Investment Advisors
California
$546K -$60.7K -770 -10%
EA
1524
Elm Advisors
California
$546K -$10.9K -138 -2%
SJIC
1525
St. James Investment Company
Texas
$544K +$65.8K +835 +14%

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.