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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
UM
1501
Ulysses Management
New York
$589K
TIA
1502
Tiemann Investment Advisors
California
$588K
SIM
1503
SSI Investment Management
California
$586K -$314K -3,891 -34%
SAM
1504
Symphony Asset Management
California
$584K -$172K -2,137 -22%
PA
1505
Planning Alternatives
Michigan
$582K -$3.63K -45 -0.6%
LFR
1506
Lehman Financial Resources
Pennsylvania
$582K +$8.87K +110 +2%
DDPIC
1507
Deroy & Devereaux Private Investment Counsel
Michigan
$569K -$72.6K -900 -11%
TDC
1508
Thompson Davis & Co
Virginia
$564K +$242 +3 +0%
FIM
1509
Frontier Investment Management
Texas
$563K +$578K +7,170 New
AF
1510
Allworth Financial
California
$562K +$7.66K +95 +1%
SFI
1511
SPC Financial Inc
Maryland
$559K +$84.5K +1,048 +17%
RPGK
1512
Retirement Planning Group (Kansas)
Kansas
$558K -$22.8K -283 -4%
MCM
1513
McRae Capital Management
New Jersey
$558K -$6.05K -75 -1%
SMC
1514
Smith, Moore & Co
Missouri
$557K -$464K -5,760 -45%
EWM
1515
Empirical Wealth Management
Washington
$553K +$2.5K +31 +0.4%
JWM
1516
Jacobus Wealth Management
Wisconsin
$549K
VWM
1517
Vector Wealth Management
Minnesota
$547K +$6.77K +84 +1%
OA
1518
Oxbow Advisors
Texas
$547K +$37.1K +460 +7%
MAM
1519
Mizuho Asset Management
Japan
$544K -$2.74M -34,037 -83%
ECM
1520
EagleClaw Capital Management
Massachusetts
$542K
NCM
1521
Noesis Capital Mangement
Florida
$541K -$16.1K -200 -3%
TFO
1522
Tarbox Family Office
California
$541K -$2.58K -32 -0.5%
Westfield Capital Management
1523
Westfield Capital Management
Massachusetts
$539K
DBT
1524
Dubuque Bank & Trust
Iowa
$536K +$49.7K +616 +10%
AWA
1525
AmeriServ Wealth Advisors
Pennsylvania
$535K -$281K -3,488 -34%

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.