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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
MIC
1676
Meridian Investment Counsel
California
$277K +$246 +3 +0.1%
NA
1677
Nottingham Advisors
New York
$277K +$38.2K +466 +17%
NCM
1678
Novare Capital Management
North Carolina
$270K -$38.3K -468 -13%
CP
1679
Camelot Portfolios
Ohio
$270K
BHB
1680
Bank Hapoalim BM
Israel
$269K -$19.7K -240 -7%
LD
1681
Lipe & Dalton
New York
$269K -$1.64K -20 -0.6%
Boston Partners
1682
Boston Partners
Massachusetts
$268K -$7.23M -88,200 -96%
ECM
1683
ETrade Capital Management
Virginia
$265K +$259K +3,164 New
BJ
1684
Brouwer & Janachowski
California
$264K +$258K +3,149 New
AACR
1685
ACR Alpine Capital Research
Missouri
$261K
SRCM
1686
Swift Run Capital Management
Virginia
$260K
LWA
1687
Lenox Wealth Advisors
New York
$259K -$7.05K -86 -3%
SFM
1688
Systematic Financial Management
New Jersey
$259K
NCM
1689
Nelson Capital Management
California
$258K +$14.6K +178 +6%
CG
1690
Corundum Group
Colorado
$256K
NDSI
1691
Newman Dignan & Sheerar Inc
Rhode Island
$253K -$20.8K -254 -0.8%
RMC
1692
Regis Management Company
California
$253K
IG
1693
Ithaka Group
Virginia
$251K -$81.9K -1,000 -25%
RVP
1694
Relative Value Partners
Illinois
$251K
YMRC
1695
Yorktown Management & Research Company
Virginia
$251K
DSN
1696
D. Scott Neal
Kentucky
$247K
SGC
1697
South Georgia Capital
Illinois
$245K -$393K -4,800 -60%
BCM
1698
Blume Capital Management
California
$245K -$16.4K -200 -6%
NYLT
1699
New York Life Trust
New York
$244K +$44.4K +542 +23%
SCP
1700
Seizert Capital Partners
Michigan
$242K

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.