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Procter & Gamble
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Overview Fund Activity

1,897 hedge funds and large institutions have $134B invested in Procter & Gamble in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 787 increasing their positions, 787 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
-9
Holders Change %
-0.47%
% of All Funds
50.6%
Holding in Top 10
303
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-21.3%
% of All Funds
8.08%
New
93
Increased
787
Reduced
787
Closed
81
Calls
$1.18B
Puts
$1.65B
Net Calls
-$477M
Net Calls Change
-$1.15B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
2
Bank of America
Bank of America
North Carolina
+$442M
3
Deutsche Bank
Deutsche Bank
Germany
+$272M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$271M
5
Prudential Financial
Prudential Financial
New Jersey
+$152M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$778M
2
ACM
Americafirst Capital Management
California
-$559M
3
State Street
State Street
Massachusetts
-$403M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1551
Wealth Architects
California
$589K -$13.1K -160 -2%
CFA
1552
Capstone Financial Advisors
Illinois
$588K +$61.6K +752 +12%
SCA
1553
Sippican Capital Advisors
Massachusetts
$584K -$16.4K -200 -3%
OA
1554
Oxbow Advisors
Texas
$583K -$8.19K -100 -1%
CCM
1555
Coldstream Capital Management
Washington
$583K +$166K +2,027 +40%
HHGA
1556
Halbert Hargrove Global Advisors
California
$582K -$56K -684 -9%
RA
1557
RFG Advisory
Alabama
$580K +$580K +7,234 New
TC
1558
Telemus Capital
Michigan
$578K -$225K -2,749 -28%
LRIC
1559
Long Road Investment Counsel
Michigan
$575K +$147K +1,800 +34%
TCM
1560
Tradewinds Capital Management
Washington
$573K -$7.37K -90 -1%
LOCC
1561
Lombard Odier & Cie (Canada)
Quebec, Canada
$572K – – –
VAM
1562
Visium Asset Management
New York
$572K +$86.1K +1,051 +18%
SFM
1563
Signature Financial Management
Virginia
$566K – – –
KS
1564
Karpas Strategies
Connecticut
$566K – – –
IOOF
1565
Independent Order of Foresters
Ontario, Canada
$563K – – –
Westfield Capital Management
1566
Westfield Capital Management
Massachusetts
$562K -$2.87M -34,980 -84%
PHAM
1567
Palisades Hudson Asset Management
Florida
$561K +$16.4K +200 +3%
LJAC
1568
L.J. Altfest & Co
New York
$558K -$995K -12,144 -64%
DDPIC
1569
Deroy & Devereaux Private Investment Counsel
Michigan
$558K – – –
Verition Fund Management
1570
Verition Fund Management
Connecticut
$558K +$377K +4,609 +209%
ACM
1571
Axel Capital Management
New York
$557K – – –
JWM
1572
Jacobus Wealth Management
Wisconsin
$556K – – –
MCM
1573
McRae Capital Management
New Jersey
$555K – – –
EA
1574
Elm Advisors
California
$555K – – –
SIM
1575
SSI Investment Management
California
$551K -$245K -2,996 -31%
61 62
63
64 65