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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
SNBOSD
1676
Security National Bank of So Dak
Iowa
$282K -$56.4K -699 -16%
SIM
1677
Sterling Investment Management
Arizona
$279K +$1.94K +24 +0.7%
WA
1678
WESPAC Advisors
California
$277K -$60.5K -750 -18%
ICM
1679
IMS Capital Management
Oregon
$276K +$9.52K +118 +3%
HCM
1680
Harvey Capital Management
Florida
$275K
SCM
1681
Shapiro Capital Management
Georgia
$274K +$26.3K +326 +10%
SCCM
1682
Schafer Cullen Capital Management
New York
$272K
SAM
1683
Sawgrass Asset Management
Florida
$271K -$27.6K -342 -9%
BHB
1684
Bank Hapoalim BM
Israel
$271K +$5.64K +70 +2%
MWM
1685
Modera Wealth Management
New Jersey
$270K +$32.8K +407 +13%
AIM
1686
Arcadia Investment Management
Michigan
$269K -$139K -1,724 -33%
SC
1687
Scholtz & Company
Connecticut
$267K
BHA
1688
Beech Hill Advisors
New York
$263K -$300K -3,725 -53%
PNAA
1689
Pictet North America Advisors
Switzerland
$261K -$505K -6,260 -65%
BC
1690
Barnett & Company
Tennessee
$261K
MIC
1691
Meridian Investment Counsel
California
$260K +$4.03K +50 +2%
HIM
1692
Hillsdale Investment Management
Ontario, Canada
$259K +$16.1K +200 +6%
KFA
1693
Kelleher Financial Advisors
New York
$258K
LWA
1694
Lenox Wealth Advisors
New York
$256K +$14.3K +177 +6%
LD
1695
Lipe & Dalton
New York
$254K
CP
1696
Camelot Portfolios
Ohio
$254K +$17.6K +218 +7%
AIA
1697
Arbor Investment Advisors
North Carolina
$250K
BCM
1698
Blume Capital Management
California
$246K
AACR
1699
ACR Alpine Capital Research
Missouri
$245K -$5.16K -64 -2%
SRCM
1700
Swift Run Capital Management
Virginia
$244K

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.