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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 %
HH
1326
Hilltop Holdings
Texas
$1.36M +$130K +1,432 +11%
AIM
1327
Advantage Investment Management
Iowa
$1.34M +$1.34M +14,746 New
AAM
1328
Azzad Asset Management
Virginia
$1.34M +$77.9K +855 +6%
RAM
1329
Redmond Asset Management
Virginia
$1.33M – – –
BWM
1330
Bernicke Wealth Management
Wisconsin
$1.33M +$1.33M +14,579 New
VHAM
1331
Van Hulzen Asset Management
California
$1.32M +$214K +2,345 +19%
DRS
1332
Deane Retirement Strategies
Louisiana
$1.32M +$1.32M +14,440 New
NA
1333
Navellier & Associates
Nevada
$1.3M +$164K +1,797 +14%
KA
1334
Kovack Advisors
Florida
$1.3M +$322K +3,533 +33%
MCM
1335
Mengis Capital Management
Oregon
$1.29M +$1.29M +14,190 New
BDF
1336
Balasa Dinverno & Foltz
$1.28M -$19K -209 -1%
PIM
1337
Parasol Investment Management
Illinois
$1.28M +$18.7K +205 +1%
LC
1338
Lincoln Capital
Nebraska
$1.28M +$1.28M +13,994 New
Wealth Enhancement Advisory Services
1339
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$1.27M +13,986 New
CASB
1340
Cape Ann Savings Bank
Massachusetts
$1.27M -$72.9K -801 -5%
VCM
1341
Violich Capital Management
California
$1.27M +$42.1K +462 +3%
AR
1342
Advisory Research
Illinois
$1.26M -$521K -5,721 -29%
Envestnet Asset Management
1343
Envestnet Asset Management
Illinois
$1.26M -$171K -1,880 -12%
MWP
1344
Moller Wealth Partners
$1.25M -$22.8K -250 -2%
BEAM
1345
Baker Ellis Asset Management
Washington
$1.25M -$9.11K -100 -0.7%
Koshinski Asset Management
1346
Koshinski Asset Management
Illinois
$1.25M +$1.25M +13,680 New
GAM
1347
Gould Asset Management
California
$1.24M -$36K -395 -3%
WSC
1348
Wellington Shields & Co
New York
$1.24M +$20K +220 +2%
BKA
1349
Brick & Kyle Associates
Pennsylvania
$1.24M +$1.24M +13,564 New
WIL
1350
Winifred I. Li
$1.22M +$65.7K +721 +6%
52 53
54
55 56