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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
VFP
1601
Verus Financial Partners
Virginia
$383K -$11.3K -143 -3%
W
1602
Wealthfront
California
$379K +$372K +4,717 New
PAA
1603
Peregrine Asset Advisers
Oregon
$376K
NFG
1604
Nadler Financial Group
Illinois
$371K -$11.7K -149 -3%
CCM
1605
Coldstream Capital Management
Washington
$370K -$389K -4,938 -52%
Aristotle Capital Management
1606
Aristotle Capital Management
California
$370K +$38.3K +486 +12%
SCM
1607
Sterneck Capital Management
Missouri
$369K +$15.8K +200 +5%
EWM
1608
Evermay Wealth Management
Virginia
$369K +$138K +1,746 +62%
MG
1609
MDE Group
New Jersey
$368K -$21K -267 -6%
LIM
1610
Lathrop Investment Management
Arkansas
$368K
CCM
1611
Carlson Capital Management
Minnesota
$367K -$15.1K -192 -4%
UAS
1612
United Asset Strategies
New York
$366K +$358K +4,541 New
PAS
1613
Partnervest Advisory Services
California
$364K -$5.91K -75 -2%
TIM
1614
Tortoise Investment Management
New York
$364K
SCA
1615
STALEY CAPITAL ADVISERS
Pennsylvania
$363K
BIA
1616
Biondo Investment Advisors
Pennsylvania
$358K -$45.3K -575 -11%
CM
1617
Capital Management
Virginia
$358K
CAMI
1618
Concord Asset Management (Illinois)
Illinois
$358K
RIM
1619
RS Investment Management
California
$356K +$348K +4,414 New
SNBOSD
1620
Security National Bank of So Dak
Iowa
$346K -$4.1K -52 -1%
AWS
1621
Aris Wealth Services
Pennsylvania
$345K -$16.6K -211 -5%
WA
1622
WESPAC Advisors
California
$345K
SIG
1623
Schaller Investment Group
North Carolina
$344K
PCMK
1624
Paragon Capital Management (Kansas)
Kansas
$343K -$1.59M -20,120 -83%
HJA
1625
Hugh Johnson Advisors
New York
$343K +$39.6K +503 +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.