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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
GGPS
1626
Gary Goldberg Planning Services
New York
$349K +$29.3K +358 +9%
WPW
1627
Waldron Private Wealth
Pennsylvania
$348K +$13K +159 +4%
WWM
1628
Willingdon Wealth Management
North Carolina
$344K +$336K +4,104 New
EIP
1629
Epoch Investment Partners
New York
$343K +$97.8K +1,193 +41%
FCB
1630
First Citizens Bancorporation
South Carolina
$342K +$30.7K +375 +10%
JIP
1631
Jaffetilchin Investment Partners
Florida
$340K +$1.64K +20 +0.5%
DBT
1632
Dubuque Bank & Trust
Iowa
$336K -$230K -2,805 -41%
PCA
1633
Private Capital Advisors
Connecticut
$335K
WHI
1634
William Harris Investors
Illinois
$335K
QIM
1635
Quantitative Investment Management
Virginia
$334K +$328K +4,000 New
PCMK
1636
Paragon Capital Management (Kansas)
Kansas
$329K +$16.1K +196 +5%
AWP
1637
Ascent Wealth Partners
New York
$328K +$15.7K +191 +5%
CS
1638
Comerica Securities
Michigan
$327K +$320K +3,908 New
FANJ
1639
Financial Architects (New Jersey)
New Jersey
$323K +$19.7K +241 +7%
SGK
1640
Steigerwald Gordon & Koch
Virginia
$322K +$164 +2 +0.1%
BIM
1641
Baldwin Investment Management
Pennsylvania
$318K -$2.29K -28 -0.7%
CCS
1642
Crosspoint Capital Strategies
California
$316K
SG
1643
Somerset Group
Minnesota
$312K
HBWM
1644
Hollow Brook Wealth Management
New York
$310K -$140K -1,706 -32%
CCM
1645
Check Capital Management
California
$310K -$73.7K -900 -20%
PA
1646
Parkside Advisors
California
$307K
ACM
1647
Alta Capital Management
Utah
$306K -$8.19K -100 -3%
CM
1648
Castleark Management
Illinois
$306K
CAM
1649
Chesapeake Asset Management
New York
$305K
SIM
1650
Sterling Investment Management
Arizona
$304K +$6.64K +81 +2%

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.