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Procter & Gamble
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Overview Fund Activity

1,791 hedge funds and large institutions have $130B invested in Procter & Gamble in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 785 increasing their positions, 725 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,791
Holders Change
+5
Holders Change %
+0.28%
% of All Funds
51.51%
Holding in Top 10
270
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-11.76%
% of All Funds
7.77%
New
67
Increased
785
Reduced
725
Closed
52
Calls
$2.55B
Puts
$1.63B
Net Calls
+$918M
Net Calls Change
-$260M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.56B
2
Capital World Investors
Capital World Investors
California
+$986M
3
IG
ING Group
Netherlands
+$420M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$273M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$253M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.36B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$591M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$387M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$233M
5
Nomura Holdings
Nomura Holdings
Japan
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1451
Somerset Trust
Pennsylvania
$734K +$50.8K +646 +7%
VCAM
1452
Valentine Capital Asset Management
California
$733K -$68.7K -874 -9%
PFA
1453
Paradigm Financial Advisors
Missouri
$732K -$3.93K -50 -0.5%
AEPG
1454
American Economic Planning Group
New Jersey
$729K +$4.72K +60 +0.7%
CFSG
1455
Community Financial Services Group
Vermont
$728K -$91.1K -1,158 -11%
TFA
1456
Transamerica Financial Advisors
Florida
$725K +$266K +3,377 +58%
NCMW
1457
Northern Capital Management (Wisconsin)
Wisconsin
$723K -$80.3K -1,021 -10%
WCBA
1458
Weaver C. Barksdale & Associates
Tennessee
$723K – – –
BAM
1459
Banta Asset Management
California
$722K – – –
DWM
1460
Destination Wealth Management
California
$722K +$100K +1,274 +16%
SRC
1461
Stone Run Capital
New York
$720K – – –
HFM
1462
Hartford Financial Management
Connecticut
$717K +$393 +5 +0.1%
FPA
1463
Fieldpoint Private Advisors
New York
$706K -$157K -2,000 -18%
BCM
1464
Brookstone Capital Management
Illinois
$700K +$77.6K +988 +12%
JMH
1465
J.M. Hartwell
New York
$695K – – –
W
1466
Wealthfront
California
$688K +$311K +3,881 +82%
RFA
1467
Reilly Financial Advisors
California
$687K +$213K +2,688 +45%
OC
1468
Oakworth Capital
Alabama
$674K – – –
WRM
1469
Weybosset Research & Management
Rhode Island
$674K +$17.1K +217 +3%
RHDIC
1470
R.H. Dinel Investment Counsel
California
$670K -$55.4K -706 -8%
TCM
1471
Tradition Capital Management
New Jersey
$668K -$34.2K -436 -5%
PAWC
1472
P.A.W. Capital
Connecticut
$660K – – –
CL
1473
CPWM LLC
Washington
$656K +$65.6K +834 +11%
HI
1474
Hudock Inc
Pennsylvania
$655K -$5.43K -69 -0.8%
SFM
1475
Signature Financial Management
Virginia
$649K +$21K +268 +3%
57 58
59
60 61