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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
IT
1501
Investors Trust
Texas
$602K -$698K -8,519 -54%
SAM
1502
Symphony Asset Management
California
$601K -$22K -269 -4%
AF
1503
Allworth Financial
California
$601K +$1.56K +19 +0.3%
EWM
1504
Empirical Wealth Management
Washington
$600K +$10.7K +131 +2%
CRC
1505
Curi RMB Capital
Illinois
$597K +$93.3K +1,139 +19%
OA
1506
Oxbow Advisors
Texas
$596K +$13.1K +160 +2%
CS
1507
Credential Securities
$593K +$30.7K +375 +6%
DDPIC
1508
Deroy & Devereaux Private Investment Counsel
Michigan
$590K -$16.4K -200 -3%
GAG
1509
GM Advisory Group
New York
$589K -$70.6K -862 -11%
TFO
1510
Tarbox Family Office
California
$583K +$5.82K +71 +1%
GVT
1511
Genesee Valley Trust
New York
$581K -$251K -3,060 -31%
FPA
1512
Fieldpoint Private Advisors
New York
$580K -$168K -2,050 -23%
VWM
1513
Vector Wealth Management
Minnesota
$580K -$3.03K -37 -0.5%
KS
1514
Karpas Strategies
Connecticut
$578K +$49.2K +600 +10%
MIAN
1515
Mariner Independent Advisor Network
Kansas
$574K +$70.6K +862 +14%
ECM
1516
EagleClaw Capital Management
Massachusetts
$574K
FNBSF
1517
First National Bank Sioux Falls
South Dakota
$570K +$12.3K +150 +2%
CFA
1518
Cahill Financial Advisors
Minnesota
$569K -$983 -12 -0.2%
JWM
1519
Jacobus Wealth Management
Wisconsin
$568K -$16.7K -204 -3%
MCM
1520
McRae Capital Management
New Jersey
$567K -$26.6K -325 -5%
EA
1521
Elm Advisors
California
$567K
ST
1522
Semper Trust
Pennsylvania
$565K -$92.8K -1,133 -14%
AWA
1523
AmeriServ Wealth Advisors
Pennsylvania
$565K -$5K -61 -0.9%
EWM
1524
Evermay Wealth Management
Virginia
$557K +$31K +378 +6%
PHAM
1525
Palisades Hudson Asset Management
Florida
$557K +$545K +6,647 New

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.