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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
ACI
151
AMP Capital Investors
Australia
$109M +$10.4M +129,571 +10%
GVI
152
Green Valley Investors
Delaware
$108M
TG
153
TCW Group
California
$108M +$921K +11,421 +0.8%
Victory Capital Management
154
Victory Capital Management
Texas
$107M -$27.5M -340,608 -20%
CGT
155
Capital Guardian Trust
California
$106M -$8.47M -105,080 -7%
BPC
156
Banque Pictet & Cie
Switzerland
$104M +$2.06M +25,489 +2%
CB
157
Commerce Bank
Missouri
$104M -$172K -2,129 -0.2%
T
158
Thomaspartners
Massachusetts
$103M +$32.7M +405,590 +45%
BTS
159
BB&T Securities
Virginia
$103M +$1.8M +22,315 +21%
NIMI
160
Natixis Investment Managers International
France
$102M +$446K +5,534 +0.4%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$102M -$305K -3,781 -0.3%
GAM
162
GVO Asset Management
Switzerland
$100M +$103M +1,272,640 New
VFA
163
Virtus Fund Advisers
Connecticut
$96.7M +$99.3M +1,230,991 New
ASRS
164
Arizona State Retirement System
Arizona
$96.3M +$2.07M +25,700 +2%
LBA
165
Letko, Brosseau & Associates
Quebec, Canada
$94.9M -$1.82M -22,525 -2%
CI
166
Cambiar Investors
Colorado
$93.6M +$293K +3,639 +0.3%
FWIA
167
Fort Washington Investment Advisors
Ohio
$93.2M -$664K -8,241 -0.7%
ARC
168
Absolute Return Capital
Massachusetts
$93.2M +$18.2M +226,241 +24%
FAM
169
Fred Alger Management
New York
$93M +$36.8M +456,207 +63%
SG Americas Securities
170
SG Americas Securities
New York
$92.2M -$51M -632,304 -35%
EPFB
171
Employees Provident Fund Board
Malaysia
$92M -$7.05M -87,410 -7%
GIM
172
Generation Investment Management
United Kingdom
$91.5M +$93.9M +1,163,990 New
RRAM
173
River Road Asset Management
Kentucky
$90.4M -$27.9M -345,600 -23%
IGIM
174
I.G. Investment Management
Manitoba, Canada
$89.8M +$62.3M +773,042 +209%
PP
175
Prudential plc
United Kingdom
$89.4M -$3.21M -39,776 -3%

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.