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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 %
S
1451
SignatureFD
Georgia
$744K -$263K -3,260 -26%
BL
1452
BCWM LLC
Kansas
$743K -$9.68K -120 -1%
AEPG
1453
American Economic Planning Group
New Jersey
$743K +$5.64K +70 +0.8%
WCBA
1454
Weaver C. Barksdale & Associates
Tennessee
$742K – – –
BAM
1455
Banta Asset Management
California
$740K – – –
SRC
1456
Stone Run Capital
New York
$738K – – –
HFM
1457
Hartford Financial Management
Connecticut
$735K +$403 +5 +0.1%
BSB
1458
Bangor Savings Bank
Maine
$732K +$7.25K +90 +1%
AMG
1459
Asset Management Group
Connecticut
$724K +$204K +2,528 +39%
AI
1460
Accredited Investors
Minnesota
$723K +$118K +1,466 +20%
FFA
1461
First Foundation Advisors
California
$722K -$29.4K -365 -4%
TCM
1462
Tradition Capital Management
New Jersey
$720K -$31.6K -393 -4%
ST
1463
Semper Trust
Pennsylvania
$716K -$16.1K -200 -2%
JMH
1464
J.M. Hartwell
New York
$713K – – –
GAG
1465
GM Advisory Group
New York
$701K -$85.6K -1,050 -11%
ST
1466
Somerset Trust
Pennsylvania
$700K +$31K +385 +5%
G
1467
GlobalBridge
Minnesota
$691K +$8.87K +110 +1%
OC
1468
Oakworth Capital
Alabama
$691K +$242K +3,001 +54%
CC
1469
Colrain Capital
Massachusetts
$685K -$201K -2,500 -23%
RU
1470
RobecoSam USA
New York
$679K – – –
PAWC
1471
P.A.W. Capital
Connecticut
$677K – – –
HI
1472
Hudock Inc
Pennsylvania
$677K +$30.9K +383 +5%
CNAM
1473
Campbell Newman Asset Management
Wisconsin
$676K -$30.6K -380 -4%
WRM
1474
Weybosset Research & Management
Rhode Island
$674K -$5.72K -71 -0.8%
TCM
1475
Tradewinds Capital Management
Washington
$674K +$2.42K +30 +0.4%
57 58
59
60 61