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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
SC
1726
Stratford Consulting
Texas
$205K +$1.37K +17 +0.7%
FNBOH
1727
First National Bank of Hutchinson
Kansas
$202K
BFG
1728
Bouchey Financial Group
New York
$200K +$161 +2 +0.1%
DA
1729
Dunvegan Associates
California
$199K
NYLT
1730
New York Life Trust
New York
$186K -$14.7K -182 -7%
DOA
1731
D'Orazio & Associates
Virginia
$179K
OAM
1732
Orinda Asset Management
California
$176K +$180K +2,235 New
CG
1733
Colony Group
Massachusetts
$174K +$14.7K +182 +9%
IWC
1734
Integrated Wealth Counsel
California
$173K -$15.7K -195 -8%
DIA
1735
Davidson Investment Advisors
Montana
$172K
JAM
1736
Jolley Asset Management
North Carolina
$171K
SA
1737
SRH Advisors
Kansas
$157K
WA
1738
WealthTrust-Arizona
Arizona
$150K -$8.79K -109 -5%
GAM
1739
Gemmer Asset Management
California
$145K
GAAM
1740
Guinness Atkinson Asset Management
California
$137K +$35.5K +440 +34%
HF
1741
Hoxton Financial
West Virginia
$135K
CFG
1742
CKW Financial Group
Hawaii
$131K
TCM
1743
TD Capital Management
Tennessee
$115K +$564 +7 +0.5%
HCM
1744
Horrell Capital Management
Arkansas
$113K
SCG
1745
Strategic Capital Group
Washington
$108K -$128K -1,592 -54%
MAS
1746
Madden Advisory Services
Florida
$106K -$3.47K -43 -3%
CL
1747
CFS LLC
Oklahoma
$106K
SCP
1748
Syntal Capital Partners
Texas
$104K +$4.35K +54 +4%
MS
1749
Marshall & Sullivan
Washington
$94K +$96.8K +1,200 New
ACM
1750
Antonetti Capital Management
Florida
$92K -$78.2K -970 -45%

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.