PG icon

Procter & Gamble
PG

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 %
UR
1001
USCA RIA
Texas
$2.85M -$6.13K -76 -0.2%
WCM
1002
Wisconsin Capital Management
Wisconsin
$2.85M -$1.23M -15,235 -30%
MPAM
1003
Murphy Pohlad Asset Management
Minnesota
$2.85M – – –
RHFI
1004
Reilly Herbert Faulkner III
$2.83M +$36.6K +454 +1%
LP
1005
LMR Partners
United Kingdom
$2.82M +$2.82M +35,013 New
GIM
1006
Guardian Investment Management
California
$2.82M – – –
SCA
1007
Salient Capital Advisors
Texas
$2.81M -$232K -2,878 -8%
SAM
1008
Smithbridge Asset Management
Pennsylvania
$2.81M -$31.8K -395 -1%
MHS
1009
M Holdings Securities
Oregon
$2.81M -$692K -8,590 -20%
FBB
1010
Fulton Breakefield Broenniman
Maryland
$2.8M +$725 +9 +0%
NCM
1011
Narwhal Capital Management
Georgia
$2.8M -$4.03K -50 -0.1%
SCM
1012
Schnieders Capital Management
California
$2.8M +$12.1K +150 +0.4%
MCM
1013
Manchester Capital Management
Vermont
$2.78M +$88.9K +1,103 +3%
BCM
1014
Bourgeon Capital Management
Connecticut
$2.77M -$24.2K -300 -0.9%
CCG
1015
Cypress Capital Group
Florida
$2.77M -$20.2K -250 -0.7%
SC
1016
SRB Corp
Massachusetts
$2.75M – – –
NIS
1017
National Investment Services
Wisconsin
$2.74M +$2.42K +30 +0.1%
LW
1018
Linscomb Wealth
Texas
$2.74M +$447K +5,541 +19%
CD
1019
Carl Domino
Florida
$2.74M +$24.6K +305 +0.9%
LA
1020
Lau Associates
Delaware
$2.73M – – –
Mirae Asset Global Investments
1021
Mirae Asset Global Investments
South Korea
$2.73M -$54.8K -680 -2%
WAS
1022
Winch Advisory Services
Wisconsin
$2.73M +$2.73M +33,883 New
GAM
1023
Garrison Asset Management
Arkansas
$2.72M +$137K +1,702 +5%
BWAM
1024
Boyd Watterson Asset Management
Ohio
$2.7M -$106K -1,315 -4%
SCM
1025
Stux Capital Management
New York
$2.69M +$403K +5,000 +18%
39 40
41
42 43