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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.9B +$240M +2,970,501 +2%
State Street
2
State Street
Massachusetts
$9.07B +$232M +2,877,368 +3%
BIT
3
BlackRock Institutional Trust
California
$5.66B +$3.73M +46,289 +0.1%
Capital World Investors
4
Capital World Investors
California
$4.48B +$1.01B +12,541,047 +28%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$4.15B
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.63B -$398M -4,930,018 -10%
Northern Trust
7
Northern Trust
Illinois
$3.23B +$62.2M +771,606 +2%
Norges Bank
8
Norges Bank
Norway
$3.2B +$1.6B +19,891,914 +96%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.12B -$84.2M -1,043,944 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.41B -$12.2M -150,736 -0.5%
BFA
11
BlackRock Fund Advisors
California
$2.33B +$88M +1,090,897 +4%
YAM
12
Yacktman Asset Management
Texas
$2.22B +$135M +1,677,220 +6%
Bank of America
13
Bank of America
North Carolina
$2.06B +$142M +1,762,740 +7%
BG
14
BlackRock Group
United Kingdom
$1.76B +$46M +570,935 +3%
Morgan Stanley
15
Morgan Stanley
New York
$1.7B +$47.7M +591,412 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.66B -$100M -1,246,116 -6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.62B -$19.9M -247,051 -1%
State Farm Mutual Automobile Insurance
18
State Farm Mutual Automobile Insurance
Illinois
$1.6B
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.53B -$1.4B -17,355,253 -47%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.38B -$15M -186,512 -1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$1.28B -$28.6M -354,838 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.19B -$239M -2,965,381 -16%
TCIM
23
TIAA CREF Investment Management
New York
$1.12B -$21.6M -268,284 -2%
Ameriprise
24
Ameriprise
Minnesota
$1.07B -$53.9M -668,170 -5%
Wells Fargo
25
Wells Fargo
California
$1.06B -$8M -99,255 -0.7%

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.