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Procter & Gamble
PG

1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 41

119% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $2.29B

9% more capital invested

Capital invested by funds: $122B → $133B (+$11B)

9% more funds holding

Funds holding: 1,652 → 1,797 (+145)

8% more funds holding in top 10

Funds holding in top 10: 318 → 344 (+26)

1.18% more ownership

Funds ownership: 59.14% → 60.32% (+1.2%)

29% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 825

Holders
1,797
Holders Change
+145
Holders Change %
+8.78%
% of All Funds
52.13%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.98%
New
207
Increased
586
Reduced
825
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
Goldman Sachs
Goldman Sachs
New York
-$160M
3
Norges Bank
Norges Bank
Norway
-$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
American Century Companies
American Century Companies
Missouri
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGPS
1676
Gary Goldberg Planning Services
New York
$282K -$244 -3 -0.1%
SCCM
1677
Schafer Cullen Capital Management
New York
$281K – – –
GCAC
1678
Guardian Capital Advisors (Canada)
Ontario, Canada
$281K +$8.88K +109 +3%
FCB
1679
First Citizens Bancorporation
South Carolina
$275K -$20K -246 -7%
LD
1680
Lipe & Dalton
New York
$274K +$33.5K +411 +14%
BC
1681
Barnett & Company
Tennessee
$267K -$55.6K -682 -17%
ANTB
1682
AMG National Trust Bank
Colorado
$266K +$266K +3,263 New
TCOO
1683
Trust Company of Oklahoma
Oklahoma
$260K -$130K -1,590 -33%
AACR
1684
ACR Alpine Capital Research
Missouri
$259K – – –
KFA
1685
Kelleher Financial Advisors
New York
$259K – – –
GIM
1686
Greystone Investment Management
Ohio
$258K – – –
SCM
1687
Shapiro Capital Management
Georgia
$258K +$163 +2 +0.1%
NERM
1688
New England Research & Management
Illinois
$257K +$257K +3,155 New
SFM
1689
Systematic Financial Management
New Jersey
$252K – – –
SC
1690
Stratford Consulting
Texas
$251K +$1.22K +15 +0.5%
QIM
1691
Quest Investment Management
Oregon
$251K +$18.3K +225 +8%
CG
1692
Corundum Group
Colorado
$248K -$1.96K -24 -0.8%
HIS
1693
Horizon Investment Services
Indiana
$247K +$13.5K +166 +6%
BCM
1694
Blume Capital Management
California
$246K +$246K +3,025 New
FANJ
1695
Financial Architects (New Jersey)
New Jersey
$245K +$94.6K +1,161 +63%
RVP
1696
Relative Value Partners
Illinois
$244K – – –
YMRC
1697
Yorktown Management & Research Company
Virginia
$244K – – –
SEC
1698
Seven Eight Capital
New York
$244K +$244K +3,000 New
SIM
1699
Sadoff Investment Management
Wisconsin
$243K -$131K -1,609 -35%
SCP
1700
Seizert Capital Partners
Michigan
$235K – – –
66 67
68
69 70

PG Hedge Fund Activity: Q4 2013 in Review

1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
  • Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
  • 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
  • The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
  • The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2013.