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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 %
CCT
951
Country Club Trust
Missouri
$3.36M -$175K -2,168 -5%
AW
952
ACG Wealth
Georgia
$3.35M -$877K -10,884 -21%
OCM
953
Osterweis Capital Management
California
$3.33M -$70.9K -880 -2%
BMC
954
Benin Management Corp
Connecticut
$3.33M -$459K -5,700 -12%
TBNY
955
Trustco Bank (New York)
New York
$3.33M -$26.1K -324 -0.8%
MAM
956
Mizuho Asset Management
Japan
$3.3M +$241K +2,987 +8%
DIA
957
Denver Investment Advisors
Colorado
$3.3M -$943K -11,702 -22%
MRCM
958
M&R Capital Management
New Jersey
$3.29M +$89.5K +1,110 +3%
VIA
959
Vantage Investment Advisors
Pennsylvania
$3.26M +$198K +2,451 +6%
CHC
960
City Holding Co
West Virginia
$3.26M +$291K +3,614 +10%
FMWA
961
Forvis Mazars Wealth Advisors
Missouri
$3.25M +$141K +1,757 +5%
SFS
962
Strategic Financial Services
New York
$3.24M +$786K +9,752 +32%
UF
963
Univest Financial
Pennsylvania
$3.24M -$558K -6,924 -15%
ICOA
964
Investment Centers of America
North Dakota
$3.23M +$1.3M +16,800 +67%
NIMC
965
NWQ Investment Management Company
California
$3.22M – – –
ADBIC
966
A.D. Beadell Investment Counsel
Wisconsin
$3.22M +$175K +2,175 +6%
PSI
967
Pinnacle Summer Investments
Virginia
$3.22M +$92.1K +1,115 +3%
TF
968
Tompkins Financial
New York
$3.21M -$82.8K -1,027 -3%
PMG
969
ProVise Management Group
Florida
$3.21M +$439K +5,448 +16%
DLCIG
970
D.L. Carlson Investment Group
New Hampshire
$3.19M -$562K -6,975 -15%
DCM
971
Delta Capital Management
New Jersey
$3.17M +$1.61K +20 +0.1%
CWP
972
Capital Wealth Planning
Florida
$3.16M +$1.27M +15,765 +67%
CIM
973
CenturyLink Investment Management
Colorado
$3.15M -$677K -8,395 -18%
VV
974
Verity & Verity
South Carolina
$3.15M +$185K +2,297 +6%
CSM
975
Central Square Management
Illinois
$3.13M +$3.13M +38,800 New
37 38
39
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