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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
DSI
1701
Daiwa SB Investments
Japan
$243K -$1.16M -14,417 -82%
SFM
1702
Systematic Financial Management
New Jersey
$243K
CG
1703
Corundum Group
Colorado
$240K +$35.9K +445 +17%
GSC
1704
Ground Swell Capital
South Carolina
$239K +$245K +3,036 New
CCM
1705
Carderock Capital Management
Maryland
$238K +$2.02K +25 +0.8%
RMC
1706
Regis Management Company
California
$237K
RVP
1707
Relative Value Partners
Illinois
$236K
YMRC
1708
Yorktown Management & Research Company
Virginia
$236K
SIM
1709
Sadoff Investment Management
Wisconsin
$233K -$2.5K -31 -1%
DSN
1710
D. Scott Neal
Kentucky
$231K
NCM
1711
Nelson Capital Management
California
$229K +$36.8K +456 +19%
SI
1712
Scout Investments
Missouri
$229K +$235K +2,919 New
TC
1713
TradeLink Capital
Illinois
$228K -$2.23M -27,700 -91%
EIP
1714
Epoch Investment Partners
New York
$228K +$28.9K +359 +14%
SCP
1715
Seizert Capital Partners
Michigan
$227K -$2.74K -34 -1%
HIS
1716
Horizon Investment Services
Indiana
$224K
SFU
1717
Stonehage Fleming (UK)
United Kingdom
$221K
NA
1718
Nottingham Advisors
New York
$221K +$20.3K +252 +10%
CP
1719
Corbenic Partners
Pennsylvania
$217K -$8.06K -100 -3%
Marshall Wace
1720
Marshall Wace
United Kingdom
$215K +$221K +2,739 New
RCP
1721
Rothschild Capital Partners
New York
$214K
BFPW
1722
BOK Financial Private Wealth
Colorado
$213K -$12.1K -150 -5%
HKIM
1723
Hayek Kallen Investment Management
Alabama
$209K +$81 +1 +0%
CIA
1724
CCM Investment Advisers
South Carolina
$205K -$45K -558 -18%
FAM
1725
Fenimore Asset Management
New York
$205K

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.