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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
BIM
1651
Baldwin Investment Management
Pennsylvania
$300K
GGPS
1652
Gary Goldberg Planning Services
New York
$300K +$18.1K +224 +6%
Twin Tree Management
1653
Twin Tree Management
Texas
$300K +$308K +3,821 New
CCS
1654
Crosspoint Capital Strategies
California
$299K -$484 -6 -0.2%
AA
1655
Apriem Advisors
California
$299K
CM
1656
Castleark Management
Illinois
$299K
AC
1657
Alexandria Capital
Virginia
$296K +$11.6K +144 +4%
ACM
1658
Alta Capital Management
Utah
$295K +$303K +3,760 New
WMSA
1659
Weiss Multi-Strategy Advisers
New York
$293K -$372K -4,610 -55%
PCMK
1660
Paragon Capital Management (Kansas)
Kansas
$293K -$41.9K -520 -12%
AWP
1661
Ascent Wealth Partners
New York
$293K -$10.1K -125 -3%
SG
1662
Somerset Group
Minnesota
$292K -$10.8K -134 -3%
FCB
1663
First Citizens Bancorporation
South Carolina
$292K +$70.7K +877 +31%
NCM
1664
Novare Capital Management
North Carolina
$290K -$11.7K -145 -4%
PA
1665
Parkside Advisors
California
$288K -$12.9K -160 -4%
Rafferty Asset Management
1666
Rafferty Asset Management
New York
$288K +$242 +3 +0.1%
CAM
1667
Chesapeake Asset Management
New York
$286K
VA
1668
Valmark Advisers
Ohio
$286K
NIM
1669
NuWave Investment Management
New Jersey
$286K +$287K +3,554 +3,949%
BPB
1670
Badgley, Phelps & Bell
Washington
$284K -$31.6K -392 -10%
FANJ
1671
Financial Architects (New Jersey)
New Jersey
$284K +$36.6K +454 +14%
HCM
1672
Highlander Capital Management
New Jersey
$284K -$7.74K -96 -3%
CMANY
1673
Capital Management Associates (New York)
New York
$283K -$8.06K -100 -3%
TSBJ
1674
Trevor, Stewart, Burton & Jacobsen
New York
$283K
QAM
1675
Quantres Asset Management
Cayman Islands
$283K +$290K +3,600 New

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.