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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 %
HT
676
HighTower Trust
Texas
$7M +$80.6K +1,000 +1%
WJA
677
Williams Jones & Associates
New York
$6.97M +$3.86M +47,941 +124%
CA
678
CapWealth Advisors
Tennessee
$6.95M +$41.3K +513 +0.6%
PWM
679
Patriot Wealth Management
Texas
$6.92M +$119K +1,479 +2%
FLII
680
First Long Island Investors
New York
$6.91M +$192K +2,384 +3%
WAM
681
Wood Asset Management
Florida
$6.88M -$712K -8,835 -9%
GSBTD
682
Glenview State Bank Trust Department
Illinois
$6.86M -$20.4K -253 -0.3%
ELC
683
Edgar Lomax Company
Virginia
$6.85M +$459K +5,700 +7%
DA
684
Dillon & Associates
Michigan
$6.74M -$241K -2,975 -3%
CIA
685
CSat Investment Advisory
Michigan
$6.73M -$2.92M -36,211 -30%
IIM
686
Intact Investment Management
Quebec, Canada
$6.72M +$4.89M +60,630 +266%
DBG
687
De Burlo Group
Massachusetts
$6.72M +$28.2K +350 +0.4%
FBT
688
First Bankers Trust
Kentucky
$6.7M +$65.1K +808 +1%
PBT
689
Pictet Bank & Trust
Bahamas
$6.64M +$58.8K +730 +0.9%
MCM
690
Monarch Capital Management
Indiana
$6.62M -$66.9K -830 -1%
PA
691
Profund Advisors
Maryland
$6.62M -$124K -1,539 -2%
CK
692
Cohen Klingenstein
New York
$6.61M -$101K -1,255 -2%
EWM
693
Edge Wealth Management
New York
$6.59M +$309K +3,833 +5%
ARMC
694
American Research & Management Company
Massachusetts
$6.56M -$134K -1,660 -2%
HL
695
HeadInvest LLC
Maine
$6.55M -$275K -3,416 -4%
BC
696
Brookfield Corp
Ontario, Canada
$6.55M – – –
CIP
697
Chartwell Investment Partners
Pennsylvania
$6.55M +$81.4K +1,010 +1%
WSCM
698
Wellington Shields Capital Management
New York
$6.52M -$28.8K -357 -0.4%
SC
699
Sculptor Capital
New York
$6.49M -$15.1M -187,361 -70%
FOAM
700
Five Oceans Asset Management
Australia
$6.48M -$325K -4,030 -5%
26 27
28
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