We are live on ! Find out more
PG icon

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
KFA
1676
Kelleher Financial Advisors
New York
$264K +$7.64K +97 +3%
MIC
1677
Meridian Investment Counsel
California
$262K -$31.3K -397 -11%
LCM
1678
Landscape Capital Management
New Jersey
$258K +$252K +3,200 New
AACR
1679
ACR Alpine Capital Research
Missouri
$257K
AIA
1680
Arbor Investment Advisors
North Carolina
$257K +$57.1K +725 +29%
SCM
1681
Shapiro Capital Management
Georgia
$255K +$79 +1 +0%
CIA
1682
CCM Investment Advisers
South Carolina
$255K -$598K -7,585 -70%
FANJ
1683
Financial Architects (New Jersey)
New Jersey
$255K +$11.9K +151 +5%
BCM
1684
Blume Capital Management
California
$252K +$7.88K +100 +3%
RWM
1685
RKL Wealth Management
Pennsylvania
$251K +$245K +3,115 New
HIM
1686
Hillsdale Investment Management
Ontario, Canada
$250K +$118K +1,500 +94%
SRCM
1687
Swift Run Capital Management
Virginia
$250K +$245K +3,105 New
SFM
1688
Systematic Financial Management
New Jersey
$249K
MWM
1689
Modera Wealth Management
New Jersey
$244K -$94.3K -1,197 -28%
RMC
1690
Regis Management Company
California
$244K -$42.4K -538 -15%
CP
1691
Camelot Portfolios
Ohio
$243K -$138K -1,750 -37%
CCM
1692
Carderock Capital Management
Maryland
$242K -$37.1K -471 -14%
RVP
1693
Relative Value Partners
Illinois
$242K
YMRC
1694
Yorktown Management & Research Company
Virginia
$242K
SIM
1695
Sadoff Investment Management
Wisconsin
$241K
LWA
1696
Lenox Wealth Advisors
New York
$241K +$36.9K +468 +18%
SCG
1697
Strategic Capital Group
Washington
$239K +$130K +1,645 +125%
DSN
1698
D. Scott Neal
Kentucky
$237K +$232K +2,944 New
HIS
1699
Horizon Investment Services
Indiana
$236K -$14.4K -183 -6%
SCP
1700
Seizert Capital Partners
Michigan
$236K +$2.68K +34 +1%

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.