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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 %
PCM
1226
Princeton Capital Management
New Jersey
$1.61M -$36.3K -450 -2%
B
1227
Bellecapital
Switzerland
$1.61M +$51.4K +638 +3%
NAM
1228
North American Management
Massachusetts
$1.61M +$387K +4,801 +32%
IFB
1229
iAB Financial Bank
Indiana
$1.61M -$80.6K -1,000 -5%
ZF
1230
Zhang Financial
Michigan
$1.61M +$444K +5,513 +38%
SSIA
1231
Spero-Smith Investment Advisers
Ohio
$1.6M -$22K -273 -1%
CWM
1232
Calamos Wealth Management
Illinois
$1.59M +$1.59M +19,755 New
LOCB
1233
Lombard Odier & Cie (Bahamas)
Bahamas
$1.59M -$237K -2,934 -13%
ALA
1234
Atherton Lane Advisers
California
$1.58M -$12.1K -150 -0.8%
SFSIG
1235
San Francisco Sentry Investment Group
California
$1.57M +$53.5K +664 +4%
RPA
1236
Rock Point Advisors
Vermont
$1.56M +$7.17K +89 +0.5%
PMAM
1237
Picton Mahoney Asset Management
Ontario, Canada
$1.55M +$1.55M +19,200 New
JFGIW
1238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M +$26.6K +330 +2%
LJAC
1239
L.J. Altfest & Co
New York
$1.54M +$23.4K +290 +2%
CR
1240
Cooperatieve Rabobank
Netherlands
$1.54M +$1.54M +19,140 New
TCM
1241
Texan Capital Management
Texas
$1.54M +$1.54M +19,114 New
SAM
1242
SignalPoint Asset Management
Missouri
$1.53M -$48.8K -606 -3%
WCM
1243
Weik Capital Management
Pennsylvania
$1.52M – – –
AB
1244
AT Bancorp
Iowa
$1.52M -$14.3K -177 -0.9%
MFBTD
1245
MB Financial Bank - Trust Department
Illinois
$1.52M -$195K -2,413 -11%
WOC
1246
West Oak Capital
California
$1.51M +$8.06K +100 +0.5%
ZAM
1247
Zevin Asset Management
Massachusetts
$1.51M -$71.5K -887 -5%
NGA
1248
Naples Global Advisors
Florida
$1.51M +$114K +1,420 +8%
HSA
1249
HBK Sorce Advisory
Pennsylvania
$1.5M -$71.8K -891 -5%
CAL
1250
Capital Analysts LLC
Pennsylvania
$1.5M +$245K +3,040 +20%
48 49
50
51 52