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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 %
WRM
1526
Weybosset Research & Management
Rhode Island
$720K -$29.4K -323 -4%
FIMG
1527
Financial & Investment Management Group
Michigan
$716K -$27K -296 -4%
GIA
1528
Granite Investment Advisors
New Hampshire
$715K – – –
ST
1529
Semper Trust
Pennsylvania
$714K +$98.7K +1,083 +16%
SCG
1530
Sonata Capital Group
Washington
$711K +$711K +7,809 New
HHGA
1531
Halbert Hargrove Global Advisors
California
$710K +$20.9K +229 +3%
CAM
1532
Cubic Asset Management
Massachusetts
$709K – – –
BRWM
1533
B. Riley Wealth Management
Tennessee
$709K +$108K +1,186 +18%
CS
1534
Credential Securities
$704K +$64.1K +703 +10%
QT
1535
Quantbot Technologies
New York
$700K -$1.06M -11,590 -60%
CNAM
1536
Campbell Newman Asset Management
Wisconsin
$699K – – –
BCM
1537
Brookstone Capital Management
Illinois
$698K +$130K +1,424 +23%
ZCA
1538
Zeke Capital Advisors
Pennsylvania
$696K +$108K +1,186 +18%
CC
1539
Columbia Capital
California
$694K -$2.6M -28,478 -79%
HC
1540
Hourglass Capital
Texas
$694K – – –
TDC
1541
Thompson Davis & Co
Virginia
$694K +$6.11K +67 +0.9%
DDC
1542
Daniel Devine & Co
Florida
$689K +$689K +7,568 New
SC
1543
Stralem & Co
New York
$688K – – –
ST
1544
Sageworth Trust
Pennsylvania
$686K +$686K +7,536 New
UM
1545
Ulysses Management
New York
$683K – – –
VWM
1546
Vector Wealth Management
Minnesota
$679K +$48K +527 +8%
PA
1547
Planning Alternatives
Michigan
$677K +$364 +4 +0.1%
PFA
1548
Paradigm Financial Advisors
Missouri
$675K -$61K -670 -8%
WA
1549
Wealth Architects
California
$670K +$670K +7,351 New
DBT
1550
Dubuque Bank & Trust
Iowa
$669K +$303K +3,332 +83%
60 61
62
63 64