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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 %
VF
1401
Virtu Financial
New York
$867K +$667K +8,273 +333%
VIMU
1402
Veritas Investment Management (UK)
United Kingdom
$862K – – –
PLFAM
1403
Pineno Levin & Ford Asset Management
Virginia
$861K – – –
FM
1404
Forward Management
California
$857K -$81K -1,005 -9%
RAM
1405
Ramsey Asset Management
Virginia
$857K – – –
BG
1406
Bollard Group
Massachusetts
$852K +$771K +9,575 +958%
SL
1407
Summitry LLC
California
$851K – – –
FGP
1408
Foyston, Gordon, & Payne
Ontario, Canada
$851K – – –
MMG
1409
Monetary Management Group
Missouri
$840K -$80.6K -1,000 -9%
CFSG
1410
Community Financial Services Group
Vermont
$839K +$117K +1,448 +16%
BBNB
1411
Baker Boyer National Bank
Washington
$833K +$59.3K +735 +8%
AWA
1412
AmeriServ Wealth Advisors
Pennsylvania
$830K -$1.54M -19,054 -65%
AFG
1413
Albion Financial Group
Utah
$830K – – –
AAM
1414
Aureus Asset Management
Massachusetts
$827K -$54.8K -680 -6%
WCM
1415
Windsor Capital Management
Arizona
$825K +$153K +1,895 +23%
NCMW
1416
Northern Capital Management (Wisconsin)
Wisconsin
$823K -$11.3K -140 -1%
VCAM
1417
Valentine Capital Asset Management
California
$822K -$32.2K -400 -4%
MSFP
1418
Mark Sheptoff Financial Planning
Connecticut
$822K +$822K +10,198 New
KWMG
1419
King Wealth Management Group
Florida
$822K -$428K -5,305 -34%
B
1420
Bailard
California
$816K +$2.18K +27 +0.3%
PO
1421
Private Ocean
California
$815K +$47.6K +590 +6%
UBV
1422
United Bank (Virginia)
Virginia
$814K +$23.8K +295 +3%
WA
1423
Waverly Advisors
Alabama
$812K +$369K +4,571 +83%
GI
1424
Glovista Investments
New Jersey
$809K -$7.5K -93 -0.9%
IB
1425
Intrust Bank
Kansas
$808K +$192K +2,381 +31%
55 56
57
58 59