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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
CPS
1551
Counsel Portfolio Services
Ontario, Canada
$490K
FIM
1552
Frontier Investment Management
Texas
$488K -$30.5K -372 -5%
NFG
1553
Nadler Financial Group
Illinois
$485K +$97.7K +1,192 +26%
PPCM
1554
Pillar Pacific Capital Management
California
$484K -$656 -8 -0.1%
IOOF
1555
Independent Order of Foresters
Ontario, Canada
$484K
BI
1556
Boulegeris Investments
Georgia
$484K +$474K +5,779 New
FWM
1557
Focused Wealth Management
New York
$483K +$656 +8 +0.1%
FCFC
1558
First Commonwealth Financial Corp
Pennsylvania
$481K -$4.1K -50 -0.9%
DAS
1559
Dynamic Advisor Solutions
Arizona
$479K +$468K +5,717 New
Harris Associates
1560
Harris Associates
Illinois
$478K
JFA
1561
JNBA Financial Advisors
Minnesota
$478K +$10.5K +128 +2%
CCM
1562
CrestPoint Capital Management
Missouri
$477K -$27K -330 -5%
KIA
1563
King Investment Advisors
Texas
$473K
RWML
1564
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$472K +$8.44K +103 +2%
CAW
1565
Cornerstone Advisors (Washington)
Washington
$471K -$3.44K -42 -0.7%
CEI
1566
Clark Estates Inc
New York
$466K
JIR
1567
James Investment Research
Ohio
$464K -$62.1K -758 -12%
CCM
1568
Carlson Capital Management
Minnesota
$464K +$101K +1,233 +29%
BOS
1569
Bank of Stockton
California
$463K -$16.4K -200 -3%
TIM
1570
Tortoise Investment Management
New York
$462K -$8.28K -101 -2%
DIA
1571
Dean Investment Associates
Ohio
$461K +$18.2K +222 +4%
RAM
1572
Roanoke Asset Management
New Jersey
$458K -$31.1K -380 -6%
GHA
1573
GW Henssler & Associates
Georgia
$456K -$5.16K -63 -1%
BWFA
1574
Baltimore-Washington Financial Advisors
Maryland
$454K -$81.4K -994 -15%
WAM
1575
Winslow Asset Management
Ohio
$445K

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.