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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 %
GC
1376
Garde Capital
Washington
$1.03M +$121K +1,552 +13%
BP
1377
Ballentine Partners
Massachusetts
$1.02M +$9.54K +122 +0.9%
CW
1378
Cobiz Wealth
Colorado
$1.02M -$3.21K -41 -0.3%
BEAM
1379
Baker Ellis Asset Management
Washington
$1.01M -$44.6K -570 -4%
KL
1380
KWMG LLC
Kansas
$1M – – –
TIA
1381
Trust Investment Advisors
Indiana
$999K -$76.3K -975 -7%
ACS
1382
Archford Capital Strategies
Illinois
$998K -$160K -2,050 -14%
AMG
1383
Asset Management Group
Connecticut
$997K +$42.9K +548 +4%
LCM
1384
Liberty Capital Management
Michigan
$993K -$1.17K -15 -0.1%
LPT
1385
Legacy Private Trust
Wisconsin
$988K -$25.1K -321 -2%
DAM
1386
Doheny Asset Management
California
$987K +$7.04K +90 +0.7%
NP
1387
NorthRock Partners
Minnesota
$981K +$113K +1,450 +13%
Kayne Anderson Rudnick Investment Management
1388
Kayne Anderson Rudnick Investment Management
California
$976K +$129K +1,654 +15%
GHAM
1389
Gilman Hill Asset Management
Connecticut
$973K -$35.2K -450 -3%
OFS
1390
Orrstown Financial Services
Pennsylvania
$963K +$78.9K +1,008 +9%
MLL
1391
Moody Lynn & Lieberson
Massachusetts
$956K +$23.5K +300 +3%
S
1392
SignatureFD
Georgia
$956K +$141K +1,803 +17%
HIC
1393
Holderness Investments Company
North Carolina
$955K -$10.8K -138 -1%
GC
1394
Gratus Capital
Georgia
$954K -$101K -1,289 -10%
CFMC
1395
Curbstone Financial Management Corp
New Hampshire
$953K +$164K +2,090 +21%
OA
1396
Oxbow Advisors
Texas
$945K +$388K +4,954 +70%
SA
1397
Strategic Advisors
New York
$943K -$695K -8,888 -42%
CC
1398
Cornerstone Capital
California
$942K +$95.8K +1,225 +11%
CWM
1399
Cabot Wealth Management
Massachusetts
$940K -$2.66K -34 -0.3%
BMCMI
1400
Bryn Mawr Capital Management Inc
Pennsylvania
$939K -$3.4M -43,500 -78%
54 55
56
57 58