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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 %
CM
1551
Cornerstone Management
Georgia
$669K +$669K +7,344 New
SCA
1552
Sippican Capital Advisors
Massachusetts
$668K – – –
RPGK
1553
Retirement Planning Group (Kansas)
Kansas
$660K – – –
PAM
1554
Peak Asset Management
Colorado
$660K +$660K +7,246 New
OA
1555
Oxbow Advisors
Texas
$657K +$9.1K +100 +1%
TIA
1556
Tiemann Investment Advisors
California
$656K -$26.7K -293 -4%
LFR
1557
Lehman Financial Resources
Pennsylvania
$656K -$18.2K -200 -3%
PAS
1558
Partnervest Advisory Services
California
$655K +$257K +2,818 +64%
TCM
1559
Tradewinds Capital Management
Washington
$646K -$52.7K -578 -8%
GAG
1560
GM Advisory Group
New York
$641K – – –
LOCC
1561
Lombard Odier & Cie (Canada)
Quebec, Canada
$637K -$90.4K -990 -12%
BI
1562
Boulegeris Investments
Georgia
$635K +$108K +1,190 +21%
SLG
1563
Stanley-Laman Group
Pennsylvania
$632K +$230K +2,532 +57%
FPA
1564
Fieldpoint Private Advisors
New York
$631K – – –
AF
1565
Allworth Financial
California
$630K -$23.2K -255 -4%
KS
1566
Karpas Strategies
Connecticut
$629K – – –
SFM
1567
Signature Financial Management
Virginia
$628K -$54.6K -600 -8%
ECM
1568
EagleClaw Capital Management
Massachusetts
$628K – – –
IOOF
1569
Independent Order of Foresters
Ontario, Canada
$626K +$100K +1,100 +19%
TCB
1570
Texas Capital Bancshares
Texas
$625K +$31.8K +349 +5%
DDPIC
1571
Deroy & Devereaux Private Investment Counsel
Michigan
$621K -$21K -230 -3%
CFA
1572
Cahill Financial Advisors
Minnesota
$619K +$91 +1 +0%
ACM
1573
Axel Capital Management
New York
$619K +$546K +6,000 +750%
BIA
1574
Barry Investment Advisors
Massachusetts
$619K +$619K +6,793 New
JWM
1575
Jacobus Wealth Management
Wisconsin
$618K – – –
61 62
63
64 65