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
AW
1626
Alpha Windward
Massachusetts
$342K -$552 -7 -0.2%
WIC
1627
Wood Investment Counsel
Colorado
$339K -$50.1K -636 -13%
NAM
1628
Nichols Asset Management
Massachusetts
$339K
EAM
1629
Evanson Asset Management
California
$334K -$54.4K -691 -14%
ACM
1630
Alpha Capital Management
Texas
$330K -$38.3K -486 -11%
HWA
1631
Heritage Wealth Advisors
Virginia
$329K -$70.9K -900 -18%
HHGA
1632
Halbert Hargrove Global Advisors
California
$326K -$28.2K -358 -8%
SGK
1633
Steigerwald Gordon & Koch
Virginia
$326K -$11.7K -148 -4%
JIP
1634
Jaffetilchin Investment Partners
Florida
$325K -$867 -11 -0.3%
BPB
1635
Badgley, Phelps & Bell
Washington
$323K -$23.1K -293 -7%
WHI
1636
William Harris Investors
Illinois
$323K
SCM
1637
Sandler Capital Management
New York
$322K -$12.5M -158,700 -98%
IG
1638
Ithaka Group
Virginia
$322K
PCA
1639
Private Capital Advisors
Connecticut
$322K
CCB
1640
Cutter & Co Brokerage
Missouri
$315K -$1.76M -22,330 -85%
TFCP
1641
Twin Focus Capital Partners
Massachusetts
$313K
SG
1642
Somerset Group
Minnesota
$311K -$23.6K -300 -7%
AWP
1643
Ascent Wealth Partners
New York
$310K -$38.2K -485 -11%
NCM
1644
Novare Capital Management
North Carolina
$309K +$22.5K +285 +8%
PA
1645
Parkside Advisors
California
$308K -$16.2K -206 -5%
BIM
1646
Baldwin Investment Management
Pennsylvania
$308K -$5.2K -66 -2%
AA
1647
Apriem Advisors
California
$307K -$51.2K -650 -15%
CM
1648
Castleark Management
Illinois
$306K -$12.7M -161,470 -98%
QIM
1649
Quest Investment Management
Oregon
$306K +$55.9K +710 +23%
CCS
1650
Crosspoint Capital Strategies
California
$305K

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.