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Procter & Gamble
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Overview Fund Activity

1,906 hedge funds and large institutions have $149B invested in Procter & Gamble in 2014 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 685 increasing their positions, 813 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,906
Holders Change
+126
Holders Change %
+7.08%
% of All Funds
50.87%
Holding in Top 10
385
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.31%
% of All Funds
10.27%
New
188
Increased
685
Reduced
813
Closed
47
Calls
$2.73B
Puts
$2.05B
Net Calls
+$678M
Net Calls Change
-$247M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$918M
2
State Street
State Street
Massachusetts
+$574M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$327M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$272M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$554M
2
Bank of America
Bank of America
North Carolina
-$463M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$403M
4
ACM
Americafirst Capital Management
California
-$265M
5
American Century Companies
American Century Companies
Missouri
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1001
Roosevelt Investment Group
New York
$3.31M +$2.43M +26,641 +274%
SHA
1002
Smith Hayes Advisers
Nebraska
$3.29M +$105K +1,149 +3%
FBB
1003
Fulton Breakefield Broenniman
Maryland
$3.28M +$29.1K +320 +0.9%
RHFI
1004
Reilly Herbert Faulkner III
$3.27M +$111K +1,224 +4%
WS
1005
Wedbush Securities
California
$3.27M +$149K +1,638 +5%
AWM
1006
Altavista Wealth Management
North Carolina
$3.27M +$73.3K +810 +2%
SWP
1007
Stratos Wealth Partners
Ohio
$3.25M -$164K -1,805 -5%
MBE
1008
Michael B. Elefante
$3.23M -$4.38M -48,066 -58%
AAM
1009
Ardevora Asset Management
United Kingdom
$3.23M +$3.23M +35,462 New
SIP
1010
Stoneridge Investment Partners
Pennsylvania
$3.22M -$2.29M -25,137 -42%
CICI
1011
Capital Investment Counsel Inc
North Carolina
$3.22M -$202K -2,217 -6%
HIC
1012
Hartline Investment Corp
Illinois
$3.21M -$112K -1,230 -3%
SIC
1013
Sigma Investment Counselors
Michigan
$3.21M +$18.9K +207 +0.6%
WCM
1014
Wisconsin Capital Management
Wisconsin
$3.21M -$4.55K -50 -0.1%
RMAM
1015
Raab & Moskowitz Asset Management
New Jersey
$3.18M -$1.09M -11,970 -26%
SAM
1016
Smithbridge Asset Management
Pennsylvania
$3.17M – – –
AB
1017
Atlas Brown
Kentucky
$3.17M +$52.3K +574 +2%
LKIM
1018
Lawson Kroeker Investment Management
Nebraska
$3.15M +$50.1K +550 +2%
CCM
1019
Chickasaw Capital Management
Tennessee
$3.13M +$196K +2,150 +7%
SC
1020
SRB Corp
Massachusetts
$3.11M -$153K -1,677 -5%
VAS
1021
Valicenti Advisory Services
New York
$3.1M -$1.18M -12,939 -28%
AP
1022
Advisor Partners
California
$3.08M +$84.5K +934 +3%
KIG
1023
Kovitz Investment Group
Illinois
$3.08M -$45.5K -500 -1%
SWM
1024
SVA Wealth Management
Wisconsin
$3.06M +$358K +3,935 +13%
CIM
1025
CenturyLink Investment Management
Colorado
$3.06M – – –
39 40
41
42 43