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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
AWA
1651
Arete Wealth Advisors
Illinois
$304K +$297K +3,626 New
ACM
1652
Alpha Capital Management
Texas
$303K -$39K -476 -12%
HCM
1653
Highlander Capital Management
New Jersey
$303K +$246 +3 +0.1%
CMANY
1654
Capital Management Associates (New York)
New York
$301K
SNBOSD
1655
Security National Bank of So Dak
Iowa
$301K
TSBJ
1656
Trevor, Stewart, Burton & Jacobsen
New York
$301K
VFP
1657
Verus Financial Partners
Virginia
$300K -$53K -647 -15%
QC
1658
QCM Cayman
Texas
$298K +$292K +3,558 New
TFCP
1659
Twin Focus Capital Partners
Massachusetts
$296K -$51.7K -631 -15%
ICM
1660
IMS Capital Management
Oregon
$295K
HCM
1661
Harvey Capital Management
Florida
$293K
HIM
1662
Hillsdale Investment Management
Ontario, Canada
$293K +$16.4K +200 +6%
RCM
1663
Reynolds Capital Management
Nevada
$293K +$287K +3,500 New
SCM
1664
Shapiro Capital Management
Georgia
$293K +$82 +1 +0%
RHJA
1665
Rice Hall James & Associates
California
$291K -$85.5K -1,044 -23%
CCB
1666
Cutter & Co Brokerage
Missouri
$290K -$45.1K -550 -14%
SCCM
1667
Schafer Cullen Capital Management
New York
$289K
LK
1668
Lumbard & Kellner
New Hampshire
$289K +$283K +3,455 New
BIA
1669
Biondo Investment Advisors
Pennsylvania
$288K -$81.9K -1,000 -22%
SAM
1670
Sawgrass Asset Management
Florida
$288K
AIM
1671
Arcadia Investment Management
Michigan
$287K
VA
1672
Valmark Advisers
Ohio
$284K -$20K -244 -7%
AC
1673
Alexandria Capital
Virginia
$281K -$32.9K -402 -11%
BHA
1674
Beech Hill Advisors
New York
$281K
WA
1675
WealthTrust-Arizona
Arizona
$279K +$117K +1,422 +74%

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.