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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 %
EA
1526
Elm Advisors
California
$532K – – –
FNBSF
1527
First National Bank Sioux Falls
South Dakota
$524K -$4.41K -56 -0.8%
CS
1528
Credential Securities
$522K +$37.4K +476 +8%
ZIG
1529
Zuckerman Investment Group
Illinois
$516K +$4.72K +60 +0.9%
DHFB
1530
Dixon Hubard Feinour & Brown
Virginia
$509K – – –
ZCA
1531
Zeke Capital Advisors
Pennsylvania
$507K +$20K +254 +4%
BWFA
1532
Baltimore-Washington Financial Advisors
Maryland
$504K +$78.5K +1,000 +18%
WCP
1533
Welch Capital Partners
New York
$500K -$1.86M -23,600 -79%
EAM
1534
Evanson Asset Management
California
$497K +$172K +2,184 +53%
JIR
1535
James Investment Research
Ohio
$496K – – –
KS
1536
Karpas Strategies
Connecticut
$496K +$55.1K +700 +12%
BCM
1537
Becker Capital Management
Oregon
$493K -$2.36K -30 -0.5%
EWM
1538
Evermay Wealth Management
Virginia
$493K +$134K +1,700 +37%
KA
1539
KLCM Advisors
Wisconsin
$490K – – –
WA
1540
Wheatland Advisors
Pennsylvania
$489K -$6.31K -194 -1%
PCM
1541
Perritt Capital Management
Illinois
$486K -$47.2K -600 -9%
BFA
1542
Beaumont Financial Advisors
Massachusetts
$485K – – –
LGC
1543
Laurel Grove Capital
California
$483K -$20K -254 -4%
CCM
1544
CrestPoint Capital Management
Missouri
$474K +$7.86K +100 +2%
CC
1545
Colrain Capital
Massachusetts
$472K -$197K -2,500 -29%
FAG
1546
Financial Advisory Group
Texas
$472K +$236 +3 +0%
MIG
1547
Mariner Investment Group
New York
$472K +$472K +6,000 New
MIAN
1548
Mariner Independent Advisor Network
Kansas
$471K +$471K +5,997 New
CRC
1549
Curi RMB Capital
Illinois
$471K -$23K -293 -5%
PC
1550
Pecaut & Co
Iowa
$469K -$803K -10,225 -63%
60 61
62
63 64