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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
IWC
1726
Integrated Wealth Counsel
California
$193K -$9.22K -117 -5%
TF
1727
Trutina Financial
Washington
$184K +$180K +2,286 New
DOA
1728
D'Orazio & Associates
Virginia
$183K -$15.4K -196 -8%
DIA
1729
Davidson Investment Advisors
Montana
$177K
JAM
1730
Jolley Asset Management
North Carolina
$175K
LC
1731
Lubar & Co
Wisconsin
$172K -$259K -3,292 -61%
ACM
1732
Antonetti Capital Management
Florida
$172K -$22.3K -283 -12%
CG
1733
Colony Group
Massachusetts
$163K -$49.8K -632 -24%
WA
1734
WealthTrust-Arizona
Arizona
$163K +$7.96K +101 +5%
SA
1735
SRH Advisors
Kansas
$161K
GAM
1736
Gemmer Asset Management
California
$149K +$146K +1,847 New
HF
1737
Hoxton Financial
West Virginia
$139K +$14.1K +179 +12%
CFG
1738
CKW Financial Group
Hawaii
$132K
NCMG
1739
NCM Capital Management Group
North Carolina
$129K
TCM
1740
TD Capital Management
Tennessee
$117K -$381K -4,832 -77%
HCM
1741
Horrell Capital Management
Arkansas
$116K -$21.7K -275 -16%
MAS
1742
Madden Advisory Services
Florida
$113K +$4.49K +57 +4%
CL
1743
CFS LLC
Oklahoma
$108K +$7.88K +100 +8%
IMS
1744
Index Management Solutions
Pennsylvania
$106K +$10.6K +135 +11%
GAAM
1745
Guinness Atkinson Asset Management
California
$105K +$32.3K +410 +46%
MIM
1746
Macroview Investment Management
Maryland
$99K +$9.77K +124 +11%
SFPIA
1747
Stevens First Principles Investment Advisors
California
$97K +$39.4K +500 +71%
ECM
1748
ETrade Capital Management
Virginia
$95K +$1.58K +20 +2%
EMA
1749
Efficient Market Advisors
California
$81K -$1.1K -14 -1%
NHFG
1750
New Harbor Financial Group
Massachusetts
$81K

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.