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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
FIG
1751
Fusion Investment Group
Pennsylvania
$74K -$1.34M -17,009 -95%
HCP
1752
Holt Capital Partners
Texas
$73K
ACM
1753
Axel Capital Management
New York
$64K
PR
1754
Payden & Rygel
California
$64K
VIM
1755
Veritas Investment Management
United Kingdom
$57K
CFN
1756
Cordasco Financial Network
Florida
$56K -$49.8K -632 -47%
WCM
1757
Wealthcare Capital Management
Virginia
$56K +$15.1K +191 +38%
ECM
1758
Exchange Capital Management
Michigan
$56K +$23K +292 +73%
TFMS
1759
Trust & Fiduciary Management Services
Massachusetts
$55K +$8.43K +107 +19%
SFG
1760
Sage Financial Group
Pennsylvania
$49K +$48.3K +613 New
MUMSS
1761
Mitsubishi UFJ Morgan Stanley Securities
Japan
$48K +$46.5K +590 New
BCI
1762
Brinker Capital Investments
Pennsylvania
$48K +$47.3K +600 New
CAL
1763
Capital Advisors Ltd
Ohio
$47K +$19.1K +242 +70%
DMK
1764
David M. Knott
$43K
SSG
1765
Summit Securities Group
New York
$40K -$7.64M -97,000 -99%
RI
1766
Redwood Investments
Massachusetts
$40K
FI
1767
FCM Investments
Texas
$28K -$27.6K -350 -50%
SFU
1768
Stonehage Fleming (UK)
United Kingdom
$28K +$221K +2,810 New
SMA
1769
Simply Money Advisors
Ohio
$24K -$788K -9,995 -97%
NYLIM
1770
New York Life Investment Management
New York
$24K +$23.6K +300 New
GCM
1771
Grisanti Capital Management
New York
$20K
JT
1772
Jump Trading
Illinois
$19K +$18.9K +240 New
ICOM
1773
Investment Counselors of Maryland
Maryland
$17K
PWAG
1774
Polaris Wealth Advisory Group
California
$16K
FMP
1775
Financial Management Professionals
Texas
$11K -$36.9K -468 -78%

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.