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Procter & Gamble

1,652 hedge funds and large institutions have $122B invested in Procter & Gamble in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 616 increasing their positions, 794 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $3.97B | Put options by funds: $2.12B

12% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 51

1% less funds holding

Funds holding: 1,6611,652 (-9)

0.73% less ownership

Funds ownership: 59.87%59.14% (-0.73%)

3% less capital invested

Capital invested by funds: $126B → $122B (-$4.09B)

12% less funds holding in top 10

Funds holding in top 10: 362318 (-44)

22% less repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 794

Holders
1,652
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
53.55%
Holding in Top 10
318
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-12.15%
% of All Funds
10.31%
New
57
Increased
616
Reduced
794
Closed
51
Calls
$3.97B
Puts
$2.12B
Net Calls
+$1.85B
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
GAAM
1626
Guinness Atkinson Asset Management
California
$58K
FI
1627
FCM Investments
Texas
$53K -$55.7K -700 -50%
VIM
1628
Veritas Investment Management
United Kingdom
$52K
TFMS
1629
Trust & Fiduciary Management Services
Massachusetts
$46K +$1.35K +17 +3%
PIM
1630
Profit Investment Management
Maryland
$45.8K +$15.8M +198,190 +49%
BGIM
1631
Brandywine Global Investment Management
Pennsylvania
$45K
TC
1632
TradeLink Capital
Illinois
$45K +$47.7K +600 New
DMK
1633
David M. Knott
$40.4K
RI
1634
Redwood Investments
Massachusetts
$38K
CCM
1635
Credo Capital Management
Maryland
$37K -$6.37K -80 -14%
MMH
1636
Menora Mivtachim Holdings
Israel
$33K -$13.6M -170,290 -100%
AA
1637
Alta Advisers
United Kingdom
$25K -$19.8K -249 -43%
TFA
1638
Transamerica Financial Advisors
Florida
$25K -$796 -10 -3%
GXMC
1639
Global X Management Company
New York
$23K -$11.9K -149 -33%
Carson Wealth (CWM LLC)
1640
Carson Wealth (CWM LLC)
Nebraska
$22K +$23.1K +290 New
UB
1641
UMB Bank
Missouri
$20.8K -$117K -1,473 -0.5%
GCM
1642
Grisanti Capital Management
New York
$20K
ECM
1643
Exchange Capital Management
Michigan
$17K +$18.3K +230 New
ICOM
1644
Investment Counselors of Maryland
Maryland
$16K -$131K -1,650 -88%
EU
1645
Emory University
Georgia
$16K
PWAG
1646
Polaris Wealth Advisory Group
California
$15.1K -$245K -3,075 -94%
PFO
1647
Pathstone Family Office
New Jersey
$14K
NIM
1648
NuWave Investment Management
New Jersey
$11K -$4.46K -56 -27%
SGAM
1649
Smith Group Asset Management
Texas
$10K +$239 +3 +2%
WCM
1650
Wealthcare Capital Management
Virginia
$10K +$1.27K +16 +14%

PG Hedge Fund Activity: Q3 2013 in Review

1,652 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q3 2013, worth a combined $122B — down 3.2% from $126B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PG positions and 51 closed out — a net gain of 6 holders — while 616 added to existing stakes and 794 trimmed.

The largest buyer was Vanguard Group, adding an estimated $231M. The largest seller was Fidelity Investments, cutting an estimated $552M.

  • 1,652 institutional investors held Procter & Gamble (PG) as of Q3 2013, down from 1,661 in Q2 2013.
  • Funds reported $122B of Procter & Gamble stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 57 funds opened new Procter & Gamble positions in Q3 2013 and 51 closed out, a net change of +6 holders.
  • The largest Procter & Gamble buyer in Q3 2013 was Vanguard Group, an estimated $231M added.
  • The largest Procter & Gamble seller in Q3 2013 was Fidelity Investments, an estimated $552M sold.

Based on aggregated 13F filings for Q3 2013.