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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
CFA
1526
Cahill Financial Advisors
Minnesota
$535K -$6.45K -80 -1%
Edgewood Management
1527
Edgewood Management
Connecticut
$534K -$43.4K -538 -7%
EA
1528
Elm Advisors
California
$532K
FNBSF
1529
First National Bank Sioux Falls
South Dakota
$524K -$4.51K -56 -0.8%
CS
1530
Credential Securities
$522K +$38.4K +476 +8%
ZIG
1531
Zuckerman Investment Group
Illinois
$516K +$4.84K +60 +0.9%
DHFB
1532
Dixon Hubard Feinour & Brown
Virginia
$509K
ZCA
1533
Zeke Capital Advisors
Pennsylvania
$507K +$20.5K +254 +4%
BWFA
1534
Baltimore-Washington Financial Advisors
Maryland
$504K +$80.6K +1,000 +18%
WCP
1535
Welch Capital Partners
New York
$500K -$1.9M -23,600 -79%
EAM
1536
Evanson Asset Management
California
$497K +$176K +2,184 +53%
JIR
1537
James Investment Research
Ohio
$496K
KS
1538
Karpas Strategies
Connecticut
$496K +$56.4K +700 +12%
BCM
1539
Becker Capital Management
Oregon
$493K -$2.42K -30 -0.5%
EWM
1540
Evermay Wealth Management
Virginia
$493K +$137K +1,700 +37%
KA
1541
KLCM Advisors
Wisconsin
$490K
WA
1542
Wheatland Advisors
Pennsylvania
$489K -$15.6K -194 -1%
PCM
1543
Perritt Capital Management
Illinois
$486K -$48.4K -600 -9%
BFA
1544
Beaumont Financial Advisors
Massachusetts
$485K
LGC
1545
Laurel Grove Capital
California
$483K -$20.5K -254 -4%
CCM
1546
CrestPoint Capital Management
Missouri
$474K +$8.06K +100 +2%
CC
1547
Colrain Capital
Massachusetts
$472K -$202K -2,500 -29%
FAG
1548
Financial Advisory Group
Texas
$472K +$242 +3 +0%
MIG
1549
Mariner Investment Group
New York
$472K +$484K +6,000 New
MIAN
1550
Mariner Independent Advisor Network
Kansas
$471K +$484K +5,997 New

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.