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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 %
LCM
1401
Lucas Capital Management
New Jersey
$1.08M -$9.11K -100 -0.8%
IP
1402
Isthmus Partners
Wisconsin
$1.08M +$1.08M +11,893 New
CAM
1403
Cacti Asset Management
Georgia
$1.08M – – –
IWA
1404
Inspirion Wealth Advisors
Illinois
$1.07M +$1.07M +11,759 New
AIC
1405
Atlantic Investment Company
Georgia
$1.07M +$1.07M +11,735 New
NEI
1406
Northwest & Ethical Investments
Ontario, Canada
$1.07M -$1.09M -11,942 -50%
OFS
1407
Orrstown Financial Services
Pennsylvania
$1.07M -$17.2K -189 -2%
NAM
1408
Needelman Asset Management
California
$1.07M – – –
ACS
1409
Archford Capital Strategies
Illinois
$1.05M +$223K +2,453 +27%
ST
1410
Spot Trading
Illinois
$1.05M -$17.4M -191,435 -94%
KC
1411
Kingfisher Capital
North Carolina
$1.04M -$13.1K -144 -1%
BSWMG
1412
Barrington Strategic Wealth Management Group
Illinois
$1.03M -$1.91K -21 -0.2%
TWA
1413
TCI Wealth Advisors
Arizona
$1.03M +$33.7K +370 +3%
SFG
1414
SNS Financial Group
Minnesota
$1.03M +$140K +1,536 +16%
FPIS
1415
Financial Planning & Information Services
Wisconsin
$1.02M +$101K +1,332 +11%
I2I
1416
Insight 2811 Inc
Illinois
$1.02M +$63.7K +700 +7%
PG
1417
Patten Group
Tennessee
$1.01M +$1.01M +11,130 New
SAMC
1418
Shinko Asset Management Company
Japan
$1.01M -$65.1K -715 -6%
GC
1419
Garde Capital
Washington
$1.01M +$1.01M +11,070 New
KIA
1420
Kopp Investment Advisors
Minnesota
$1.01M -$33.7K -370 -3%
NP
1421
NorthRock Partners
Minnesota
$1M +$1M +11,008 New
NFC
1422
Northeast Financial Consultants
Connecticut
$999K -$45.6K -500 -4%
SGS
1423
Sterling Global Strategies
California
$999K +$999K +10,970 New
RIM
1424
Reliant Investment Management
Tennessee
$998K -$776K -8,518 -44%
Kayne Anderson Rudnick Investment Management
1425
Kayne Anderson Rudnick Investment Management
California
$996K – – –
55 56
57
58 59