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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
SAM
1651
Sawgrass Asset Management
Florida
$305K
NERM
1652
New England Research & Management
Illinois
$301K +$45.3K +575 +18%
SLG
1653
Stanley-Laman Group
Pennsylvania
$299K +$292K +3,706 New
HCM
1654
Highlander Capital Management
New Jersey
$299K +$315 +4 +0.1%
CMANY
1655
Capital Management Associates (New York)
New York
$298K
Rafferty Asset Management
1656
Rafferty Asset Management
New York
$295K -$1.02K -13 -0.4%
WPW
1657
Waldron Private Wealth
Pennsylvania
$294K
VA
1658
Valmark Advisers
Ohio
$293K -$15.8K -201 -5%
CAM
1659
Chesapeake Asset Management
New York
$293K -$5.91K -75 -2%
AC
1660
Alexandria Capital
Virginia
$292K -$158 -2 -0.1%
TSBJ
1661
Trevor, Stewart, Burton & Jacobsen
New York
$290K -$248K -3,150 -47%
GGPS
1662
Gary Goldberg Planning Services
New York
$289K +$10.2K +130 +4%
TCOO
1663
Trust Company of Oklahoma
Oklahoma
$288K +$30.3K +385 +12%
SIM
1664
Sterling Investment Management
Arizona
$285K
LSA
1665
L & S Advisors
California
$283K -$3.67M -46,586 -93%
HCM
1666
Harvey Capital Management
Florida
$282K -$217K -2,750 -44%
FTI
1667
Fiduciary Trust International
Massachusetts
$279K +$273K +3,466 New
SCCM
1668
Schafer Cullen Capital Management
New York
$278K
ICM
1669
IMS Capital Management
Oregon
$274K +$268K +3,400 New
SC
1670
Scholtz & Company
Connecticut
$274K +$268K +3,400 New
BHB
1671
Bank Hapoalim BM
Israel
$272K +$266K +3,377 New
GCAC
1672
Guardian Capital Advisors (Canada)
Ontario, Canada
$269K
IPC
1673
Independent Portfolio Consultants
Florida
$267K -$72.5K -920 -22%
BC
1674
Barnett & Company
Tennessee
$267K +$3.15K +40 +1%
LD
1675
Lipe & Dalton
New York
$265K -$10.2K -130 -4%

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.