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Procter & Gamble
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Overview Fund Activity

1,786 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 742 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.62%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
742
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$349M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$320M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$308M
4
IIS
Ignis Investment Services
United Kingdom
+$307M
5
Ameriprise
Ameriprise
Minnesota
+$304M

Top Sellers

1
State Street
State Street
Massachusetts
-$813M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$707M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$687M
4
Citigroup
Citigroup
New York
-$301M
5
CS
Credit Suisse
Switzerland
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
526
Peg Capital Management
New Hampshire
$11M – – –
RIL
527
Rothschild Investment LLC
Illinois
$11M -$121K -1,500 -1%
WT
528
Washington Trust
Rhode Island
$11M -$278K -3,447 -2%
TWM
529
Torch Wealth Management
Ohio
$10.9M +$777K +9,642 +8%
FAM
530
Formidable Asset Management
Ohio
$10.9M +$552K +6,661 +5%
CCP
531
Clarkston Capital Partners
Michigan
$10.9M +$1.23M +15,302 +13%
AAM
532
Advisors Asset Management
Colorado
$10.9M +$1.58M +19,599 +17%
UOC
533
UBS O'Connor
Illinois
$10.9M -$24.9M -308,850 -70%
UAM
534
UAS Asset Management
New York
$10.8M +$129K +1,595 +1%
DWA
535
Douglass Winthrop Advisors
New York
$10.8M -$143K -1,772 -1%
LNC
536
Lincoln National Corp
Pennsylvania
$10.8M +$2.34M +29,075 +28%
APFBOT
537
Amica Pension Fund Board of Trustees
Rhode Island
$10.7M – – –
LI
538
LMCG Investments
Massachusetts
$10.6M -$32.3K -401 -0.3%
BMO
539
Beck Mack & Oliver
New York
$10.6M -$349K -4,329 -3%
PIM
540
Penobscot Investment Management
Massachusetts
$10.6M -$304K -3,769 -3%
MI
541
Markston International
New York
$10.5M -$226K -2,800 -2%
BAM
542
Berkshire Asset Management
Pennsylvania
$10.4M -$483K -5,991 -4%
RJT
543
Raymond James Trust
Florida
$10.4M +$223K +2,761 +2%
GXMC
544
Global X Management Company
New York
$10.3M +$3.36M +41,636 +48%
SC
545
SouthState Corp
Florida
$10.3M -$94.9K -1,178 -0.9%
PAM
546
Palisade Asset Management
Minnesota
$10.3M +$814K +10,102 +9%
BHWM
547
Bar Harbor Wealth Management
New Hampshire
$10.3M -$21.3K -264 -0.2%
GRQ
548
Gardner Russo & Quinn
Pennsylvania
$10.3M +$269K +3,335 +3%
HRC
549
Hoertkorn Richard Charles
$10.3M -$56.4K -700 -0.5%
BP
550
Banyan Partners
Florida
$10.2M +$690K +8,563 +7%
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