Procter & Gamble
1,909 hedge funds and large institutions have $150B invested in Procter & Gamble in 2014 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 687 increasing their positions, 813 reducing their positions, and 47 closing their positions.
300% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 47
33% more call options, than puts
Call options by funds: $2.73B | Put options by funds: $2.05B
21% more funds holding in top 10
Funds holding in top 10: 320 → 386 (+66)
10% more capital invested
Capital invested by funds: $136B → $150B (+$13.3B)
7% more funds holding
Funds holding: 1,783 → 1,909 (+126)
0.69% more ownership
Funds ownership: 60.05% → 60.73% (+0.69%)
15% less repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 813
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$887M |
| 2 |
State Street
Boston,
Massachusetts
|
+$554M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$407M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$316M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$263M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$535M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$447M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$389M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$197M |
| 5 |
D.E. Shaw & Co
New York
|
-$195M |
PG Hedge Fund Activity: Q4 2014 in Review
1,909 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q4 2014, worth a combined $150B — up 9.8% from $136B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new PG positions and 47 closed out — a net gain of 141 holders — while 687 added to existing stakes and 813 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $887M. The largest seller was Capital World Investors, cutting an estimated $535M.
- 1,909 institutional investors held Procter & Gamble (PG) as of Q4 2014, up from 1,783 in Q3 2014.
- Funds reported $150B of Procter & Gamble stock for Q4 2014, up 9.8% quarter-over-quarter.
- 188 funds opened new Procter & Gamble positions in Q4 2014 and 47 closed out, a net change of +141 holders.
- The largest Procter & Gamble buyer in Q4 2014 was Fidelity Investments, an estimated $887M added.
- The largest Procter & Gamble seller in Q4 2014 was Capital World Investors, an estimated $535M sold.
Based on aggregated 13F filings for Q4 2014.