PG icon

Procter & Gamble
PG

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 %
SIM
1501
SSI Investment Management
California
$586K -$307K -3,891 -34%
SAM
1502
Symphony Asset Management
California
$584K -$168K -2,137 -22%
PA
1503
Planning Alternatives
Michigan
$582K -$3.54K -45 -0.6%
LFR
1504
Lehman Financial Resources
Pennsylvania
$582K +$8.65K +110 +2%
DDPIC
1505
Deroy & Devereaux Private Investment Counsel
Michigan
$569K -$70.7K -900 -11%
TDC
1506
Thompson Davis & Co
Virginia
$564K +$236 +3 +0%
FIM
1507
Frontier Investment Management
Texas
$563K +$563K +7,170 New
AF
1508
Allworth Financial
California
$562K +$7.46K +95 +1%
SFI
1509
SPC Financial Inc
Maryland
$559K +$82.4K +1,048 +17%
RPGK
1510
Retirement Planning Group (Kansas)
Kansas
$558K -$22.3K -283 -4%
MCM
1511
McRae Capital Management
New Jersey
$558K -$5.89K -75 -1%
SMC
1512
Smith, Moore & Co
Missouri
$557K -$453K -5,760 -45%
EWM
1513
Empirical Wealth Management
Washington
$553K +$2.44K +31 +0.4%
JWM
1514
Jacobus Wealth Management
Wisconsin
$549K – – –
VWM
1515
Vector Wealth Management
Minnesota
$547K +$6.6K +84 +1%
OA
1516
Oxbow Advisors
Texas
$547K +$36.2K +460 +7%
MAM
1517
Mizuho Asset Management
Japan
$544K -$2.67M -34,037 -83%
ECM
1518
EagleClaw Capital Management
Massachusetts
$542K – – –
NCM
1519
Noesis Capital Mangement
Florida
$541K -$15.7K -200 -3%
TFO
1520
Tarbox Family Office
California
$541K -$2.51K -32 -0.5%
Westfield Capital Management
1521
Westfield Capital Management
Massachusetts
$539K – – –
DBT
1522
Dubuque Bank & Trust
Iowa
$536K +$48.4K +616 +10%
AWA
1523
AmeriServ Wealth Advisors
Pennsylvania
$535K -$274K -3,488 -34%
CFA
1524
Cahill Financial Advisors
Minnesota
$535K -$6.3K -80 -1%
Edgewood Management
1525
Edgewood Management
Connecticut
$534K -$42.2K -538 -7%
59 60
61
62 63