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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
EA
1526
Emerald Advisers
Pennsylvania
$555K -$222K -2,710 -29%
BRWM
1527
B. Riley Wealth Management
Tennessee
$553K -$75.5K -922 -12%
Edgewood Management
1528
Edgewood Management
Connecticut
$553K -$16.4K -200 -3%
TCB
1529
Texas Capital Bancshares
Texas
$545K -$424K -5,173 -44%
ZIG
1530
Zuckerman Investment Group
Illinois
$544K -$4.92K -60 -0.9%
DHFB
1531
Dixon Hubard Feinour & Brown
Virginia
$542K
ZCA
1532
Zeke Capital Advisors
Pennsylvania
$540K
TA
1533
TBP Advisors
New York
$536K +$111K +1,350 +27%
WCP
1534
Welch Capital Partners
New York
$533K
BCM
1535
Becker Capital Management
Oregon
$525K
BCM
1536
Brookstone Capital Management
Illinois
$522K -$219K -2,672 -30%
PFS
1537
Prospera Financial Services
Texas
$520K +$82.2K +1,003 +17%
PCM
1538
Perritt Capital Management
Illinois
$518K
BFA
1539
Beaumont Financial Advisors
Massachusetts
$517K
CFA
1540
Capstone Financial Advisors
Illinois
$513K +$21.6K +264 +5%
SCA
1541
STALEY CAPITAL ADVISERS
Pennsylvania
$513K +$131K +1,595 +35%
FWCM
1542
First Western Capital Management
California
$509K +$498K +6,074 New
FAG
1543
Financial Advisory Group
Texas
$504K +$819 +10 +0.2%
EAM
1544
Evanson Asset Management
California
$502K -$26.5K -323 -5%
PC
1545
Pecaut & Co
Iowa
$500K
Rafferty Asset Management
1546
Rafferty Asset Management
New York
$499K +$188K +2,291 +63%
LGC
1547
Laurel Grove Capital
California
$494K -$20.2K -246 -4%
CPA
1548
Cowen Prime Advisors
New York
$494K -$5.49K -67 -1%
IUAM
1549
Itau USA Asset Management
New York
$494K
Aristotle Capital Management
1550
Aristotle Capital Management
California
$490K

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.