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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
BCMIO
1776
Beacon Capital Management Inc (Ohio)
Ohio
$11K -$10.1K -128 -49%
AWM
1777
Avior Wealth Management
Nebraska
$10K +$9.77K +124 New
WAM
1778
Wallington Asset Management
Indiana
$10K +$9.85K +125 New
FA
1779
Financial Advantage
Maryland
$8K -$94.6K -1,200 -92%
AIM
1780
Acuity Investment Management
Ontario, Canada
$8K -$86.7K -1,100 -92%
NIM
1781
NuWave Investment Management
New Jersey
$7K -$550K -6,982 -99%
NMIS
1782
Northwestern Mutual Investment Services
Wisconsin
$5K -$5.59K -71 -55%
SGAM
1783
Smith Group Asset Management
Texas
$5K -$1.02K -13 -19%
Winslow Capital Management
1784
Winslow Capital Management
Minnesota
$4K +$3.55K +45 New
PFG
1785
Piershale Financial Group
Illinois
$4K +$4.1K +52 New
HP
1786
Hikari Power
Japan
$1.7K +$1.66M +21,100 New
FPCG
1787
Fort Pitt Capital Group
Pennsylvania
$1.23K -$79 -1 -6%
TT
1788
Tiedemann Trust
Delaware
$467
SCP
1789
Syntal Capital Partners
Texas
$103 +$101K +1,279 New
CCI
1790
Columbus Circle Investors
-$151M -1,860,494 Closed
EA
1791
Euclid Advisors
Connecticut
-$117M -1,435,160 Closed
Renaissance Technologies
1792
Renaissance Technologies
New York
-$75.9M -932,529 Closed
PSCM
1793
Pershing Square Capital Management
New York
-$60.2M -739,605 Closed
ESG
1794
Emerging Sovereign Group
New York
-$37.4M -459,750 Closed
Two Sigma Investments
1795
Two Sigma Investments
New York
-$23.6M -289,935 Closed
AII
1796
AGF Investments Inc
Ontario, Canada
-$21.4M -262,600 Closed
JCP
1797
Jabre Capital Partners
Switzerland
-$19.4M -250,000 Closed
Walleye Trading
1798
Walleye Trading
New York
-$18.5M -234,633 Closed
Capital Fund Management (CFM)
1799
Capital Fund Management (CFM)
France
-$14M -178,071 Closed
KCM
1800
Kingdon Capital Management
New York
-$10.7M -132,000 Closed

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.