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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
TRCT
1751
Tower Research Capital (TRC)
New York
$89K -$1.34M -16,673 -94%
EMA
1752
Efficient Market Advisors
California
$79K
NHFG
1753
New Harbor Financial Group
Massachusetts
$79K
IMS
1754
Index Management Solutions
Pennsylvania
$72K -$32.6K -404 -31%
FIG
1755
Fusion Investment Group
Pennsylvania
$71K
HCP
1756
Holt Capital Partners
Texas
$71K
NYLIM
1757
New York Life Investment Management
New York
$71K +$48.4K +600 +200%
WCM
1758
Wealthcare Capital Management
Virginia
$64K +$9.68K +120 +17%
ACM
1759
Axel Capital Management
New York
$63K
PR
1760
Payden & Rygel
California
$63K
TCM
1761
Tributary Capital Management
Nebraska
$62K +$63.3K +785 New
CFN
1762
Cordasco Financial Network
Florida
$55K
VIM
1763
Veritas Investment Management
United Kingdom
$55K
JT
1764
Jump Trading
Illinois
$50K +$31.4K +390 +163%
SFG
1765
Sage Financial Group
Pennsylvania
$48K
VVP
1766
Vulcan Value Partners
Alabama
$47K +$48.2K +598 New
KAS
1767
Kemnay Advisory Services
New York
$47K +$48.4K +600 New
CAL
1768
Capital Advisors Ltd
Ohio
$46K
DMK
1769
David M. Knott
$42K
NCMG
1770
NCM Capital Management Group
North Carolina
$39K -$88.7K -1,100 -69%
RI
1771
Redwood Investments
Massachusetts
$39K
VAM
1772
Visionary Asset Management
Texas
$37K +$37.5K +465 New
NFG
1773
Next Financial Group
Texas
$34K +$33.3K +413 New
AWM
1774
Avior Wealth Management
Nebraska
$31K +$17.4K +216 +174%
FI
1775
FCM Investments
Texas
$28K

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.