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Procter & Gamble

1,794 hedge funds and large institutions have $130B invested in Procter & Gamble in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 786 increasing their positions, 726 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.55B | Put options by funds: $1.63B

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

8% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 726

0.73% more ownership

Funds ownership: 60.13%60.86% (+0.73%)

0% more funds holding

Funds holding: 1,7891,794 (+5)

1% less capital invested

Capital invested by funds: $131B → $130B (-$1.58B)

12% less funds holding in top 10

Funds holding in top 10: 306270 (-36)

Holders
1,794
Holders Change
+5
Holders Change %
+0.28%
% of All Funds
51.54%
Holding in Top 10
270
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-11.76%
% of All Funds
7.76%
New
67
Increased
786
Reduced
726
Closed
52
Calls
$2.55B
Puts
$1.63B
Net Calls
+$918M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1626
Carlson Capital Management
Minnesota
$338K -$20.2K -250 -5%
PAS
1627
Partnervest Advisory Services
California
$338K -$17.7K -219 -5%
AWS
1628
Aris Wealth Services
Pennsylvania
$335K -$2.1K -26 -0.6%
HJA
1629
Hugh Johnson Advisors
New York
$335K -$161 -2 -0%
SIG
1630
Schaller Investment Group
North Carolina
$335K
VFP
1631
Verus Financial Partners
Virginia
$333K -$42.2K -523 -11%
WIC
1632
Wood Investment Counsel
Colorado
$332K +$968 +12 +0.3%
PG
1633
PEAK6 Group
Illinois
$331K -$9.24M -114,651 -96%
SLG
1634
Stanley-Laman Group
Pennsylvania
$331K +$40.7K +505 +14%
PAM
1635
Paradigm Asset Management
New York
$330K +$339K +4,200 New
NAM
1636
Nichols Asset Management
Massachusetts
$330K
EGA
1637
E&G Advisors
Texas
$330K +$339K +4,200 New
TFCP
1638
Twin Focus Capital Partners
Massachusetts
$328K +$23.4K +290 +7%
ACM
1639
Alpha Capital Management
Texas
$322K
HWA
1640
Heritage Wealth Advisors
Virginia
$321K
MG
1641
MDE Group
New Jersey
$319K -$41.6K -516 -11%
JIP
1642
Jaffetilchin Investment Partners
Florida
$318K +$726 +9 +0.2%
CCB
1643
Cutter & Co Brokerage
Missouri
$316K +$8.87K +110 +3%
WHI
1644
William Harris Investors
Illinois
$315K
WPW
1645
Waldron Private Wealth
Pennsylvania
$315K +$28.2K +350 +10%
IG
1646
Ithaka Group
Virginia
$314K
PCA
1647
Private Capital Advisors
Connecticut
$314K
SCM
1648
Sandler Capital Management
New York
$314K
HHGA
1649
Halbert Hargrove Global Advisors
California
$306K -$12.7K -157 -4%
SGK
1650
Steigerwald Gordon & Koch
Virginia
$302K -$16K -199 -5%

PG Hedge Fund Activity: Q2 2014 in Review

1,794 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q2 2014, worth a combined $130B — down 1.2% from $131B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PG positions and 52 closed out — a net gain of 15 holders — while 786 added to existing stakes and 726 trimmed.

The largest buyer was Norges Bank, adding an estimated $1.6B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.4B.

  • 1,794 institutional investors held Procter & Gamble (PG) as of Q2 2014, up from 1,789 in Q1 2014.
  • Funds reported $130B of Procter & Gamble stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 67 funds opened new Procter & Gamble positions in Q2 2014 and 52 closed out, a net change of +15 holders.
  • The largest Procter & Gamble buyer in Q2 2014 was Norges Bank, an estimated $1.6B added.
  • The largest Procter & Gamble seller in Q2 2014 was T. Rowe Price Associates, an estimated $1.4B sold.

Based on aggregated 13F filings for Q2 2014.