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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 %
HA
851
Hamel Associates
New Jersey
$4.5M +$96.7K +1,200 +2%
HAM
852
Highstreet Asset Management
Ontario, Canada
$4.49M -$113K -1,400 -2%
AA
853
Ancora Advisors
Ohio
$4.45M +$318K +3,945 +8%
CA
854
Cetera Advisors
Colorado
$4.43M +$74.9K +931 +2%
GIA
855
Guyasuta Investment Advisors
Pennsylvania
$4.43M +$97.5K +1,210 +2%
KFS
856
KMS Financial Services
Washington
$4.42M +$649K +8,046 +17%
HCA
857
Horan Capital Advisors
Ohio
$4.37M +$96.1K +1,192 +2%
TBA
858
Train Babcock Advisors
New York
$4.34M -$666K -8,268 -13%
LC
859
Lilley & Co
Michigan
$4.33M +$16K +199 +0.4%
AIP
860
Ameritas Investment Partners
Nebraska
$4.33M -$1.75M -21,754 -29%
RIM
861
Regent Investment Management
Kentucky
$4.33M +$966K +11,983 +29%
TFA
862
Toth Financial Advisory
Virginia
$4.32M +$20.8K +258 +0.5%
IHL
863
Investment House LLC
California
$4.32M – – –
LG
864
Laidlaw Group
New York
$4.32M +$235K +2,916 +6%
DSC
865
Duncker Streett & Co
Missouri
$4.29M -$17.2K -214 -0.4%
CTA
866
Chesley Taft & Associates
Illinois
$4.29M -$2.28M -28,335 -35%
RCWMU
867
Rothschild & Co Wealth Management (UK)
United Kingdom
$4.24M +$4.24M +52,645 New
AUB
868
Atlantic Union Bankshares
Virginia
$4.24M +$4.24M +54,515 New
RFS
869
Rockefeller Financial Services
New York
$4.24M +$992K +12,300 +31%
MJP
870
Michael J. Puzo
$4.24M -$25.1K -311 -0.6%
AHC
871
Adell Harriman & Carpenter
Texas
$4.21M -$55.6K -690 -1%
WFM
872
Wilmington Funds Management
Delaware
$4.21M – – –
WSTAM
873
Wilbanks Smith & Thomas Asset Management
Virginia
$4.2M -$171K -2,125 -4%
AAM
874
Aston Asset Management
Illinois
$4.2M +$150K +1,866 +4%
BOC
875
Barbara Oil Co
Illinois
$4.19M – – –
33 34
35
36 37