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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
Fundsmith LLP
151
Fundsmith LLP
United Kingdom
$113M +$8.86M +112,478 +9%
RFC
152
Regions Financial Corp
Alabama
$113M +$21.1M +267,556 +24%
GVI
153
Green Valley Investors
Delaware
$111M
TG
154
TCW Group
California
$110M +$449K +5,701 +0.4%
CB
155
Commerce Bank
Missouri
$107M -$1.08M -13,678 -1%
BPC
156
Banque Pictet & Cie
Switzerland
$105M -$4.22M -53,594 -4%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$104M +$6.51M +82,640 +7%
NIMI
158
Natixis Investment Managers International
France
$104M +$927K +11,762 +0.9%
ACI
159
AMP Capital Investors
Australia
$100M +$12.5M +159,185 +15%
LBA
160
Letko, Brosseau & Associates
Quebec, Canada
$99.2M -$1.84M -23,390 -2%
JHC
161
JFB Holdings Corp
Georgia
$97.2M +$12.8M +162,451 +16%
ASRS
162
Arizona State Retirement System
Arizona
$96.7M -$4.38M -55,600 -4%
EPFB
163
Employees Provident Fund Board
Malaysia
$96.4M +$7.06M +89,556 +8%
Comerica Bank
164
Comerica Bank
Texas
$96.3M +$1.78M +22,628 +2%
FWIA
165
Fort Washington Investment Advisors
Ohio
$96.2M -$1.56M -19,815 -2%
TPSF
166
Texas Permanent School Fund
Texas
$95.9M -$5.39M -68,412 -5%
CI
167
Cambiar Investors
Colorado
$95.8M -$128K -1,623 -0.1%
PP
168
Prudential plc
United Kingdom
$94.9M -$15.7M -198,937 -14%
N
169
Nuveen
North Carolina
$94.6M -$1.08M -13,655 -1%
AAMU
170
Amundi Asset Management US
Massachusetts
$94.6M +$673K +8,539 +0.7%
SOMRS
171
State of Michigan Retirement System
Michigan
$92.8M -$28.5M -362,300 -24%
WF
172
Welch & Forbes
Massachusetts
$90.7M -$1.73M -21,913 -2%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$88.7M -$1.51M -19,119 -2%
BAM
174
Burgundy Asset Management
Ontario, Canada
$88.6M +$3.03M +38,449 +4%
BTS
175
BB&T Securities
Virginia
$87.5M +$501K +6,358 +6%

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.