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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
RFA
1551
Reilly Financial Advisors
California
$482K +$113K +1,437 +32%
AAM
1552
Autus Asset Management
Arizona
$479K -$80.8K -1,025 -15%
CCM
1553
CrestPoint Capital Management
Missouri
$478K -$23.6K -300 -5%
IUAM
1554
Itau USA Asset Management
New York
$476K -$126K -1,600 -21%
CFA
1555
Capstone Financial Advisors
Illinois
$473K -$15.4K -195 -3%
DR
1556
Davis Rea
Ontario, Canada
$472K -$15.8K -200 -3%
CPS
1557
Counsel Portfolio Services
Ontario, Canada
$472K
TFA
1558
Transamerica Financial Advisors
Florida
$471K +$435K +5,520 +1,736%
PPCM
1559
Pillar Pacific Capital Management
California
$467K -$8.2K -104 -2%
BOS
1560
Bank of Stockton
California
$463K -$27.6K -350 -6%
PIM
1561
Parasol Investment Management
Illinois
$461K +$280K +3,550 +164%
KIA
1562
King Investment Advisors
Texas
$456K +$79 +1 +0%
BCM
1563
Brown Capital Management
Maryland
$455K
OIM
1564
Orca Investment Management
Oregon
$452K -$1.85M -23,497 -81%
KS
1565
Karpas Strategies
Connecticut
$452K +$79.3K +1,007 +22%
FWM
1566
Focused Wealth Management
New York
$451K -$31.8K -404 -7%
CK
1567
Carnick & Kubik
Colorado
$449K
CEI
1568
Clark Estates Inc
New York
$449K
RAM
1569
Roanoke Asset Management
New Jersey
$439K +$5.52K +70 +1%
BWFA
1570
Baltimore-Washington Financial Advisors
Maryland
$437K -$343K -4,356 -45%
AAM
1571
Azzad Asset Management
Virginia
$437K +$51.3K +651 +14%
CCM
1572
Check Capital Management
California
$428K -$1.45M -18,403 -78%
WAM
1573
Winslow Asset Management
Ohio
$428K
JFA
1574
JNBA Financial Advisors
Minnesota
$426K -$47.7K -605 -10%
RHJA
1575
Rice Hall James & Associates
California
$426K

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.