We are live on ! Find out more
PG icon

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
QIM
1601
Quest Investment Management
Oregon
$398K
MWM
1602
Modera Wealth Management
New Jersey
$394K +$105K +1,279 +37%
CAMI
1603
Concord Asset Management (Illinois)
Illinois
$393K +$20.5K +250 +6%
GSC
1604
Ground Swell Capital
South Carolina
$392K +$135K +1,646 +54%
PAA
1605
Peregrine Asset Advisers
Oregon
$391K
SCM
1606
Sterneck Capital Management
Missouri
$385K
KA
1607
KLCM Advisors
Wisconsin
$382K -$137K -1,674 -27%
PWM
1608
Perigon Wealth Management
California
$382K -$34.8K -425 -9%
WIC
1609
Wood Investment Counsel
Colorado
$381K +$27.3K +333 +8%
CC
1610
Colrain Capital
Massachusetts
$377K -$123K -1,500 -25%
AP
1611
AHL Partners
United Kingdom
$372K +$364K +4,441 New
RHBC
1612
R.H. Bluestein & Co
Michigan
$369K -$2.05K -25 -0.6%
SLG
1613
Stanley-Laman Group
Pennsylvania
$369K +$16.4K +200 +5%
PAS
1614
Partnervest Advisory Services
California
$366K +$5.16K +63 +1%
PNAA
1615
Pictet North America Advisors
Switzerland
$362K +$81.9K +1,000 +30%
ANTB
1616
AMG National Trust Bank
Colorado
$360K -$44.7K -546 -11%
SIG
1617
Schaller Investment Group
North Carolina
$357K
CM
1618
Capital Management
Virginia
$356K -$15.6K -190 -4%
RIG
1619
Renaissance Investment Group
Massachusetts
$356K -$8.19K -100 -2%
EGA
1620
E&G Advisors
Texas
$355K +$2.95K +36 +0.9%
AW
1621
Alpha Windward
Massachusetts
$353K -$8.19K -100 -2%
HJA
1622
Hugh Johnson Advisors
New York
$353K -$3.85K -47 -1%
AWS
1623
Aris Wealth Services
Pennsylvania
$352K -$3.93K -48 -1%
NAM
1624
Nichols Asset Management
Massachusetts
$352K
DIA
1625
Davidson Investment Advisors
Montana
$350K +$180K +2,200 +100%

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.