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Procter & Gamble
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Overview Fund Activity

1,891 hedge funds and large institutions have $127B invested in Procter & Gamble in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 786 increasing their positions, 805 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-6
Holders Change %
-0.32%
% of All Funds
51%
Holding in Top 10
272
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-10.23%
% of All Funds
7.34%
New
78
Increased
786
Reduced
805
Closed
67
Calls
$1.25B
Puts
$1.58B
Net Calls
-$338M
Net Calls Change
+$138M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$445M
2
Lazard Asset Management
Lazard Asset Management
New York
+$253M
3
GTP
Global Thematic Partners
New York
+$165M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$151M
5
Capital World Investors
Capital World Investors
California
+$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$565M
2
State Street
State Street
Massachusetts
-$508M
3
Goldman Sachs
Goldman Sachs
New York
-$241M
4
MC
Montag & Caldwell
Georgia
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMNY
1326
Howard Capital Management (New York)
New York
$1.2M +$39.1K +500 +3%
AIM
1327
Advantage Investment Management
Iowa
$1.2M +$3.83K +49 +0.3%
PWAP
1328
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.19M +$5.95K +76 +0.5%
ECAM
1329
East Coast Asset Management
Massachusetts
$1.18M -$15.8K -202 -1%
FMB
1330
Field & Main Bank
Kentucky
$1.18M -$43K -550 -4%
WA
1331
Wheatland Advisors
Pennsylvania
$1.17M – – –
QCMC
1332
Quantum Capital Management (California)
California
$1.17M +$1.17M +14,963 New
AIM
1333
Allen Investment Management
New York
$1.17M -$391 -5 -0%
W
1334
Wealthfront
California
$1.16M +$89.6K +1,145 +8%
NAMA
1335
Nikko Asset Management Americas
New York
$1.16M – – –
NEPWA
1336
New England Private Wealth Advisors
Massachusetts
$1.15M +$286K +3,659 +33%
FIM
1337
Freedom Investment Management
Connecticut
$1.15M +$200K +2,553 +21%
IWA
1338
Inspirion Wealth Advisors
Illinois
$1.15M +$78.2K +1,000 +7%
IAS
1339
INR Advisory Services
Pennsylvania
$1.14M – – –
CWA
1340
Cypress Wealth Advisors
California
$1.14M +$1.14M +14,587 New
IB
1341
Intrust Bank
Kansas
$1.14M -$189K -2,421 -14%
WI
1342
Wedgewood Investors
Pennsylvania
$1.14M -$11.7K -150 -1%
ZIG
1343
Zuckerman Investment Group
Illinois
$1.13M +$860K +11,000 +314%
PGA
1344
Portland Global Advisors
Maine
$1.13M +$225K +2,880 +25%
BHBT
1345
Burke & Herbert Bank & Trust
Virginia
$1.13M +$8.22K +105 +0.7%
LPC
1346
Loeb Partners Corp
New York
$1.12M -$235K -3,000 -17%
CCMD
1347
Cypress Capital Management (Delaware)
Delaware
$1.12M -$196K -2,500 -15%
JPTCCM
1348
J.P. Turner & Co Capital Management
Georgia
$1.11M +$209K +2,642 +23%
PWP
1349
Private Wealth Partners
California
$1.1M -$254K -3,239 -19%
CC
1350
Capital Counsel
New York
$1.1M +$50.3K +643 +5%
52 53
54
55 56