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Procter & Gamble
PG

1,797 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 586 increasing their positions, 825 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 41

119% more call options, than puts

Call options by funds: $5.03B | Put options by funds: $2.29B

9% more capital invested

Capital invested by funds: $122B → $133B (+$11B)

9% more funds holding

Funds holding: 1,652 → 1,797 (+145)

8% more funds holding in top 10

Funds holding in top 10: 318 → 344 (+26)

1.18% more ownership

Funds ownership: 59.14% → 60.32% (+1.2%)

29% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 825

Holders
1,797
Holders Change
+145
Holders Change %
+8.78%
% of All Funds
52.13%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.98%
New
207
Increased
586
Reduced
825
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
Goldman Sachs
Goldman Sachs
New York
-$160M
3
Norges Bank
Norges Bank
Norway
-$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
American Century Companies
American Century Companies
Missouri
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCM
1801
Pine River Capital Management
Minnesota
– -$11M -134,606 Closed
ARTA
1802
A.R.T. Advisors
New York
– -$8.47M -112,063 Closed
Arrowstreet Capital
1803
Arrowstreet Capital
Massachusetts
– -$8.38M -110,916 Closed
PP
1804
PDT Partners
New York
– -$3.44M -45,500 Closed
HI
1805
HBK Investments
Texas
– -$2.68M -35,500 Closed
CCM
1806
Cai Capital Management
New York
– -$2.67M -35,364 Closed
GIM
1807
Groesbeck Investment Management
New Jersey
– -$2.34M -30,928 Closed
CP
1808
Cinque Partners
California
– -$2.29M -30,285 Closed
TCM
1809
Talara Capital Management
New Jersey
– -$1.59M -21,000 Closed
SBAM
1810
Santa Barbara Asset Management
California
– -$1.57M -20,821 Closed
ICRM
1811
Insight Capital Research & Management
California
– -$1.61M -19,986 Closed
CG
1812
Clinton Group
New York
– -$1.36M -18,043 Closed
MIG
1813
Mariner Investment Group
New York
– -$1.13M -14,963 Closed
Twin Tree Management
1814
Twin Tree Management
Texas
– -$1.13M -13,818 Closed
BCM
1815
Bluefin Capital Management
New York
– -$800K -10,821 Closed
SOAMC
1816
Spirit of America Management Corp
New York
– -$748K -9,900 Closed
CPC
1817
Cookson Peirce & Co
Pennsylvania
– -$724K -9,580 Closed
TAS
1818
TIFF Advisory Services
Pennsylvania
– -$711K -9,400 Closed
JT
1819
Jump Trading
Illinois
– -$731K -8,977 Closed
MMLI
1820
Massachusetts Mutual Life Insurance
Massachusetts
– -$669K -8,844 Closed
SGH
1821
Schonfeld Group Holdings
New York
– -$667K -8,820 Closed
BP
1822
BBR Partners
New York
– -$581K -7,684 Closed
MF
1823
Magnetar Financial
Illinois
– -$576K -7,620 Closed
RCM
1824
Rotella Capital Management
Washington
– -$493K -6,526 Closed
QI
1825
Quotient Investors
New York
– -$438K -5,800 Closed
70 71 72
73
74

PG Hedge Fund Activity: Q4 2013 in Review

1,797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2013, worth a combined $133B — up 9% from $122B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PG positions and 41 closed out — a net gain of 166 holders — while 586 added to existing stakes and 825 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $629M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 1,797 institutional investors held Procter & Gamble (PG) as of Q4 2013, up from 1,652 in Q3 2013.
  • Funds reported $133B of Procter & Gamble stock for Q4 2013, up 9% quarter-over-quarter.
  • 207 funds opened new Procter & Gamble positions in Q4 2013 and 41 closed out, a net change of +166 holders.
  • The largest Procter & Gamble buyer in Q4 2013 was Fidelity Investments, an estimated $629M added.
  • The largest Procter & Gamble seller in Q4 2013 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2013.