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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 %
AAM
1476
Aureus Asset Management
Massachusetts
$879K – – –
AFG
1477
Albion Financial Group
Utah
$878K – – –
ST
1478
Somerset Trust
Pennsylvania
$875K +$22.2K +244 +3%
BBPWM
1479
Blue Bell Private Wealth Management
Pennsylvania
$873K – – –
BB
1480
Bell Bank
North Dakota
$872K -$11.4K -125 -1%
WG
1481
Winton Group
United Kingdom
$869K -$14.7M -161,225 -94%
B
1482
Bellecapital
Switzerland
$869K -$926K -10,166 -52%
CL
1483
CPWM LLC
Washington
$866K +$8.11K +89 +0.9%
MSFP
1484
Mark Sheptoff Financial Planning
Connecticut
$856K – – –
HW
1485
Hancock Whitney
Mississippi
$854K -$217K -2,385 -20%
FC
1486
Forte Capital
New York
$851K – – –
AEPG
1487
American Economic Planning Group
New Jersey
$850K +$6.1K +67 +0.7%
EGA
1488
Eagle Global Advisors
Texas
$845K – – –
WCBA
1489
Weaver C. Barksdale & Associates
Tennessee
$838K – – –
SRC
1490
Stone Run Capital
New York
$834K – – –
ZTNA
1491
Zions Trust National Association
Utah
$831K -$340K -3,730 -29%
BBNB
1492
Baker Boyer National Bank
Washington
$826K -$62K -681 -7%
DWM
1493
Destination Wealth Management
California
$825K +$37K +406 +5%
BPB
1494
Badgley, Phelps & Bell
Washington
$824K -$11.8K -130 -1%
AI
1495
Accredited Investors
Minnesota
$821K -$28.2K -310 -3%
RCM
1496
Reynolds Capital Management
Nevada
$820K +$501K +5,500 +157%
NCMW
1497
Northern Capital Management (Wisconsin)
Wisconsin
$818K -$13.7K -150 -2%
JMH
1498
J.M. Hartwell
New York
$812K +$47.3K +520 +6%
BAM
1499
Banta Asset Management
California
$809K – – –
CA
1500
Capital Advantage
California
$806K +$22.9K +251 +3%
58 59
60
61 62