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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 %
EAM
1526
Evanson Asset Management
California
$603K +$14.9K +191 +3%
PAS
1527
Partnervest Advisory Services
California
$602K +$7.91K +101 +1%
BCM
1528
Bienville Capital Management
New York
$602K +$352K +4,500 +141%
ACI
1529
Advance Capital I
Michigan
$602K +$602K +7,700 New
SC
1530
Stralem & Co
New York
$591K – – –
AR
1531
Advisory Research
Illinois
$589K -$546K -6,986 -48%
WA
1532
Wealth Architects
California
$587K +$24K +306 +4%
LFR
1533
Lehman Financial Resources
Pennsylvania
$586K +$7.81K +100 +1%
RHBC
1534
R.H. Bluestein & Co
Michigan
$585K -$2.28M -29,065 -80%
CCWA
1535
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$584K +$584K +7,464 New
PFA
1536
Paradigm Financial Advisors
Missouri
$582K – – –
CNAM
1537
Campbell Newman Asset Management
Wisconsin
$581K -$19.6K -250 -3%
WRM
1538
Weybosset Research & Management
Rhode Island
$579K -$11.6K -149 -2%
FA
1539
FMA Advisory
Pennsylvania
$579K +$579K +7,394 New
ST
1540
Semper Trust
Pennsylvania
$578K -$106K -1,350 -15%
TCM
1541
Tradition Capital Management
New Jersey
$574K -$101K -1,295 -15%
ECM
1542
EagleClaw Capital Management
Massachusetts
$569K +$61.1K +780 +12%
AL
1543
AJO LP
Pennsylvania
$566K +$68K +870 +14%
HC
1544
Hourglass Capital
Texas
$565K – – –
DI
1545
Diligent Investors
California
$560K – – –
ACM
1546
Alta Capital Management
Utah
$559K +$309K +3,956 +124%
SCA
1547
Sippican Capital Advisors
Massachusetts
$558K – – –
CK
1548
Carnick & Kubik
Colorado
$557K +$557K +7,115 New
TC
1549
Telemus Capital
Michigan
$555K +$2.66K +34 +0.5%
SFM
1550
Signature Financial Management
Virginia
$554K +$16.7K +215 +3%
60 61
62
63 64