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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
CRC
1551
Curi RMB Capital
Illinois
$471K -$23.6K -293 -5%
PC
1552
Pecaut & Co
Iowa
$469K -$824K -10,225 -63%
CPA
1553
Cowen Prime Advisors
New York
$469K -$645 -8 -0.1%
IUAM
1554
Itau USA Asset Management
New York
$464K
CFA
1555
Capstone Financial Advisors
Illinois
$460K -$968 -12 -0.2%
CPS
1556
Counsel Portfolio Services
Ontario, Canada
$460K
RAM
1557
Roanoke Asset Management
New Jersey
$460K +$32.7K +405 +7%
Aristotle Capital Management
1558
Aristotle Capital Management
California
$460K +$102K +1,259 +27%
FCFC
1559
First Commonwealth Financial Corp
Pennsylvania
$456K -$16.1K -200 -3%
PPCM
1560
Pillar Pacific Capital Management
California
$455K -$81 -1 -0%
IOOF
1561
Independent Order of Foresters
Ontario, Canada
$454K +$466K +5,775 New
PFS
1562
Prospera Financial Services
Texas
$452K +$10.1K +125 +2%
FWM
1563
Focused Wealth Management
New York
$452K +$13K +161 +3%
AAM
1564
Autus Asset Management
Arizona
$451K -$16.1K -200 -3%
BOS
1565
Bank of Stockton
California
$450K -$806 -10 -0.2%
Harris Associates
1566
Harris Associates
Illinois
$449K -$185K -2,300 -29%
CAW
1567
Cornerstone Advisors (Washington)
Washington
$445K +$47.3K +586 +12%
BCM
1568
Brown Capital Management
Maryland
$444K
KIA
1569
King Investment Advisors
Texas
$444K
CCA
1570
Conestoga Capital Advisors
Pennsylvania
$443K -$40.3K -500 -8%
MIU
1571
Man Investments (UK)
United Kingdom
$442K +$453K +5,621 New
TIM
1572
Tortoise Investment Management
New York
$441K +$88.8K +1,101 +24%
CEI
1573
Clark Estates Inc
New York
$438K
JFA
1574
JNBA Financial Advisors
Minnesota
$438K +$22.9K +284 +5%
RWML
1575
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$435K +$3.87K +48 +0.9%

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.