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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
HC
1701
Hendley & Co
Ohio
$237K +$232K +2,836 New
TCM
1702
Tetrem Capital Management
Manitoba, Canada
$236K -$27M -329,190 -99%
CP
1703
Corbenic Partners
Pennsylvania
$231K
HIS
1704
Horizon Investment Services
Indiana
$230K -$9.01K -110 -4%
RCP
1705
Rothschild Capital Partners
New York
$228K
WA
1706
Waverly Advisors
Alabama
$227K -$637K -7,774 -74%
BFPW
1707
BOK Financial Private Wealth
Colorado
$226K
RWM
1708
RKL Wealth Management
Pennsylvania
$226K +$221K +2,695 New
HKIM
1709
Hayek Kallen Investment Management
Alabama
$223K +$164 +2 +0.1%
CWM
1710
Confluence Wealth Management
Oregon
$220K -$184K -2,241 -46%
SC
1711
Stratford Consulting
Texas
$220K +$1.31K +16 +0.6%
CIC
1712
Cornercap Investment Counsel
Georgia
$220K +$215K +2,625 New
FAM
1713
Fenimore Asset Management
New York
$218K
SWA
1714
SFMG Wealth Advisors
Texas
$214K +$209K +2,556 New
BFG
1715
Bouchey Financial Group
New York
$213K +$82 +1 +0%
GAM
1716
Gemmer Asset Management
California
$213K +$57K +696 +38%
OWP
1717
Obermeyer Wealth Partners
Colorado
$212K +$207K +2,532 New
SCM
1718
Snow Capital Management
Pennsylvania
$210K +$205K +2,505 New
AIA
1719
Arbor Investment Advisors
North Carolina
$209K -$56.1K -685 -22%
SIM
1720
Sadoff Investment Management
Wisconsin
$206K -$41K -500 -17%
LIM
1721
Loudon Investment Management
New Hampshire
$206K +$202K +2,463 New
IAA
1722
Ironsides Asset Advisors
North Carolina
$205K +$200K +2,446 New
DM
1723
Diker Management
New York
$203K +$199K +2,424 New
CIA
1724
CCM Investment Advisers
South Carolina
$201K -$16.8K -205 -8%
AIA
1725
Affinity Investment Advisors
California
$201K +$197K +2,400 New

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.