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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
FNBSF
1526
First National Bank Sioux Falls
South Dakota
$541K +$7.25K +92 +1%
PTC
1527
Provident Trust Company
Wisconsin
$540K -$19.7K -250 -4%
ZIG
1528
Zuckerman Investment Group
Illinois
$524K -$51.7K -656 -9%
HSA
1529
Hussman Strategic Advisors
Maryland
$524K
OA
1530
Oxbow Advisors
Texas
$524K +$63K +800 +14%
DHFB
1531
Dixon Hubard Feinour & Brown
Virginia
$522K +$23.6K +300 +5%
Tudor Investment Corp
1532
Tudor Investment Corp
Connecticut
$518K -$7.87M -99,932 -94%
MSU
1533
Maple Securities USA
New Jersey
$517K -$2.12M -26,845 -81%
LGC
1534
Laurel Grove Capital
California
$516K -$12.6K -160 -2%
CHA
1535
Cedar Hill Associates
Illinois
$510K -$17.9K -227 -3%
JIR
1536
James Investment Research
Ohio
$508K -$33.1K -420 -6%
BCM
1537
Becker Capital Management
Oregon
$508K +$21.3K +270 +4%
CRC
1538
Curi RMB Capital
Illinois
$507K +$19.3K +245 +4%
KA
1539
KLCM Advisors
Wisconsin
$503K
HCM
1540
Harvest Capital Management
New Hampshire
$501K -$59.3K -752 -11%
ZCA
1541
Zeke Capital Advisors
Pennsylvania
$500K
DBT
1542
Dubuque Bank & Trust
Iowa
$500K +$200K +2,538 +69%
CS
1543
Credential Securities
$498K +$486K +6,173 New
BFA
1544
Beaumont Financial Advisors
Massachusetts
$497K -$206K -2,620 -30%
CCA
1545
Conestoga Capital Advisors
Pennsylvania
$495K -$113K -1,435 -19%
DAS
1546
Dynamic Advisor Solutions
Arizona
$492K +$83.8K +1,064 +21%
SFI
1547
SPC Financial Inc
Maryland
$488K +$2.68K +34 +0.6%
FAG
1548
Financial Advisory Group
Texas
$484K
FCFC
1549
First Commonwealth Financial Corp
Pennsylvania
$483K -$15.8K -200 -3%
CPA
1550
Cowen Prime Advisors
New York
$482K +$34.4K +436 +8%

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.