We are live on ! Find out more
PG icon

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
CB
201
Cooke & Bieler
Pennsylvania
$69.8M +$16.6M +206,222 +30%
FI
202
Focused Investors
California
$69.8M -$387K -4,800 -0.5%
HNB
203
Huntington National Bank
Ohio
$69.1M -$2.05M -25,423 -3%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$68.5M +$5.42M +67,255 +8%
DCM
205
Dupont Capital Management
Delaware
$67.9M +$740K +9,173 +1%
MSA
206
Mason Street Advisors
Wisconsin
$67.8M +$8.32M +103,204 +14%
TAM
207
Tocqueville Asset Management
New York
$67.5M -$305K -3,785 -0.4%
CCMH
208
Cornerstone Capital Management Holdings
New York
$65.7M -$882K -10,940 -1%
BC
209
Bartlett & Co
Ohio
$65.4M -$2.27M -28,129 -3%
GG
210
Gofen & Glossberg
Illinois
$62.8M -$237K -2,936 -0.4%
KCM
211
Kornitzer Capital Management
Kansas
$62.6M +$9.79M +121,380 +18%
AG
212
Aperio Group
California
$62.6M +$6.45M +79,987 +11%
HFS
213
HL Financial Services
Kentucky
$62.3M -$644K -7,983 -1%
Millennium Management
214
Millennium Management
New York
$62.2M +$58M +718,905 +990%
BNP Paribas Asset Management
215
BNP Paribas Asset Management
France
$61.9M +$2.11M +26,170 +3%
NPA
216
Nichols & Pratt Advisers
Massachusetts
$61.2M -$28.1K -348 -0%
CIC
217
Crawford Investment Counsel
Georgia
$61M -$301K -3,734 -0.5%
GF
218
Gabelli Funds
New York
$60.9M +$80.6K +1,000 +0.1%
OI
219
Oakbrook Investments
Illinois
$60.7M +$1.22M +15,170 +2%
ERSOT
220
Employees Retirement System of Texas
Texas
$60.2M -$8.67M -107,500 -12%
Nomura Asset Management
221
Nomura Asset Management
Japan
$60.1M -$6.77M -84,020 -10%
DekaBank Deutsche Girozentrale
222
DekaBank Deutsche Girozentrale
Germany
$60M -$1.69M -20,936 -3%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$59.8M
MA
224
MUFG Americas
New York
$59.6M +$499K +6,183 +0.8%
WT
225
Wilmington Trust
Delaware
$59.3M +$1.15M +14,240 +2%

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.