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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
MPM
1576
Meritage Portfolio Management
Kansas
$442K +$42K +512 +11%
AAM
1577
Autus Asset Management
Arizona
$439K -$41K -500 -9%
HS
1578
Huntington Steele
Pennsylvania
$437K
DR
1579
Davis Rea
Ontario, Canada
$432K
PCMI
1580
Paradigm Capital Management Inc
New York
$430K
HR
1581
Howe & Rusling
New York
$429K +$36.5K +445 +10%
RAM
1582
Riggs Asset Management
Pennsylvania
$427K -$4.1K -50 -1%
SMG
1583
Spectrum Management Group
Indiana
$426K
SSWM
1584
Sheets Smith Wealth Management
North Carolina
$424K +$410 +5 +0.1%
CCM
1585
Coldstream Capital Management
Washington
$424K +$1.97K +24 +0.5%
MWP
1586
MYCIO Wealth Partners
Pennsylvania
$423K +$492 +6 +0.1%
WHG
1587
Westwood Holdings Group
Texas
$419K
CCA
1588
Conestoga Capital Advisors
Pennsylvania
$418K -$53.3K -650 -12%
WCM Investment Management
1589
WCM Investment Management
California
$416K -$11.1K -135 -3%
HWA
1590
Heritage Wealth Advisors
Virginia
$415K +$71.7K +875 +21%
UAS
1591
United Asset Strategies
New York
$414K +$12.5K +153 +3%
WCF
1592
West Coast Financial
California
$411K -$21.6K -263 -5%
MAA
1593
Mraz Amerine & Associates
California
$411K +$1.97K +24 +0.5%
HCM
1594
Harvest Capital Management
New Hampshire
$410K -$46.3K -565 -10%
BEC
1595
Blue Edge Capital
Virginia
$410K
WA
1596
WESPAC Advisors
California
$409K +$111K +1,350 +38%
OIM
1597
Orca Investment Management
Oregon
$405K +$1.97K +24 +0.5%
HCM
1598
Hilton Capital Management
New York
$400K -$27.4K -335 -7%
CHA
1599
Cedar Hill Associates
Illinois
$400K -$22.7K -277 -5%
GCAC
1600
Guardian Capital Advisors (Canada)
Ontario, Canada
$400K

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.