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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
AIA
1826
Affinity Investment Advisors
California
-$546K -6,770 Closed
Tudor Investment Corp
1827
Tudor Investment Corp
Connecticut
-$518K -6,433 Closed
DAS
1828
Dynamic Advisor Solutions
Arizona
-$492K -6,105 Closed
CK
1829
Carnick & Kubik
Colorado
-$449K -5,575 Closed
RIM
1830
RS Investment Management
California
-$356K -4,414 Closed
FTI
1831
Fiduciary Trust International
Massachusetts
-$279K -3,466 Closed
LCM
1832
Landscape Capital Management
New Jersey
-$258K -3,200 Closed
RWM
1833
RKL Wealth Management
Pennsylvania
-$251K -3,115 Closed
LIM
1834
Loudon Investment Management
New Hampshire
-$231K -2,863 Closed
Fuller & Thaler Asset Management
1835
Fuller & Thaler Asset Management
California
-$224K -2,775 Closed
SCM
1836
Snow Capital Management
Pennsylvania
-$207K -2,570 Closed
OWP
1837
Obermeyer Wealth Partners
Colorado
-$204K -2,532 Closed
FEG
1838
Fund Evaluation Group
Ohio
-$202K -2,509 Closed
FCH
1839
Freestone Capital Holdings
Washington
-$202K -2,503 Closed
P3I
1840
Progeny 3 Inc
Washington
-$194K -2,410 Closed
TF
1841
Trutina Financial
Washington
-$184K -2,286 Closed
LC
1842
Lubar & Co
Wisconsin
-$172K -2,138 Closed
ECM
1843
ETrade Capital Management
Virginia
-$95K -1,173 Closed
TFMS
1844
Trust & Fiduciary Management Services
Massachusetts
-$55K -683 Closed
MUMSS
1845
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$48K -590 Closed
SMA
1846
Simply Money Advisors
Ohio
-$24K -296 Closed
AIM
1847
Acuity Investment Management
Ontario, Canada
-$8K -100 Closed
Winslow Capital Management
1848
Winslow Capital Management
Minnesota
-$4K -45 Closed

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.