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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 %
HFM
1451
Hartford Financial Management
Connecticut
$782K -$70.5K -902 -8%
KCM
1452
KSA Capital Management
New Jersey
$782K +$782K +10,000 New
FIMG
1453
Financial & Investment Management Group
Michigan
$779K +$78.6K +1,004 +11%
MWP
1454
Moller Wealth Partners
$778K -$294K -3,753 -27%
SOAMC
1455
Spirit of America Management Corp
New York
$775K – – –
PIC
1456
Portland Investment Counsel
Ontario, Canada
$774K +$461K +5,890 +147%
SCA
1457
Stillwater Capital Advisors
Pennsylvania
$773K +$235 +3 +0%
GIM
1458
Greylin Investment Management
Virginia
$772K -$7.82K -100 -1%
OWP
1459
Obermeyer Wealth Partners
Colorado
$771K +$125K +1,600 +19%
KC
1460
Kingfisher Capital
North Carolina
$770K -$119K -1,522 -13%
PLFAM
1461
Pineno Levin & Ford Asset Management
Virginia
$767K +$9.78K +125 +1%
VWM
1462
Vector Wealth Management
Minnesota
$764K +$11.9K +152 +2%
AFG
1463
Albion Financial Group
Utah
$762K +$8.45K +108 +1%
VC
1464
Vicus Capital
Pennsylvania
$761K -$69.7K -891 -8%
NCM
1465
Northside Capital Management
Oregon
$758K – – –
RP
1466
Rowlandmiller & Partners
Georgia
$757K -$1.17K -15 -0.2%
DDC
1467
Daniel Devine & Co
Florida
$756K – – –
CCM
1468
Coldstream Capital Management
Washington
$755K +$198K +2,534 +36%
KWMG
1469
King Wealth Management Group
Florida
$752K +$469 +6 +0.1%
BBPWM
1470
Blue Bell Private Wealth Management
Pennsylvania
$750K – – –
HI
1471
Hudock Inc
Pennsylvania
$748K -$46.7K -597 -6%
PO
1472
Private Ocean
California
$748K +$1.02K +13 +0.1%
PL
1473
Plancorp LLC
Missouri
$747K -$250K -3,200 -25%
WA
1474
WealthTrust Axiom
Pennsylvania
$746K -$13.5K -172 -2%
UF
1475
Univest Financial
Pennsylvania
$742K -$229K -2,933 -24%
57 58
59
60 61