We are live on ! Find out more
PG icon

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
TA
1576
TBP Advisors
New York
$424K -$15.8K -200 -4%
HS
1577
Huntington Steele
Pennsylvania
$421K
AIM
1578
Arcadia Investment Management
Michigan
$415K -$388K -4,920 -49%
WHG
1579
Westwood Holdings Group
Texas
$415K
RAM
1580
Riggs Asset Management
Pennsylvania
$415K +$3.7K +47 +0.9%
PCMI
1581
Paradigm Capital Management Inc
New York
$414K -$1.73M -21,922 -81%
DIA
1582
Dean Investment Associates
Ohio
$414K +$19.6K +249 +5%
HCM
1583
Hilton Capital Management
New York
$412K
BEC
1584
Blue Edge Capital
Virginia
$410K +$15.8K +200 +4%
SMG
1585
Spectrum Management Group
Indiana
$410K
CAW
1586
Cornerstone Advisors (Washington)
Washington
$410K +$76.8K +975 +24%
PFS
1587
Prospera Financial Services
Texas
$409K +$44.8K +569 +11%
MWP
1588
MYCIO Wealth Partners
Pennsylvania
$407K -$9.85K -125 -2%
WCM Investment Management
1589
WCM Investment Management
California
$407K +$8.2K +104 +2%
SSWM
1590
Sheets Smith Wealth Management
North Carolina
$404K +$3.47K +44 +0.9%
FWC
1591
First Washington Corp
Washington
$403K
PWM
1592
Perigon Wealth Management
California
$398K -$20.4K -259 -5%
MAM
1593
Mastrapasqua Asset Management
Tennessee
$394K -$40.6K -515 -10%
WCF
1594
West Coast Financial
California
$392K -$130K -1,649 -25%
MAA
1595
Mraz Amerine & Associates
California
$392K -$26.7K -339 -7%
RHBC
1596
R.H. Bluestein & Co
Michigan
$391K -$49.2K -625 -11%
AWA
1597
ARS Wealth Advisors
Florida
$391K -$45.7K -580 -11%
ANTB
1598
AMG National Trust Bank
Colorado
$391K +$126K +1,594 +49%
GVT
1599
Genesee Valley Trust
New York
$388K -$83.9K -1,065 -18%
RIG
1600
Renaissance Investment Group
Massachusetts
$386K -$55.4K -703 -13%

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.