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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 %
BW
1551
Bison Wealth
Georgia
$552K -$42.7K -550 -7%
LRIC
1552
Long Road Investment Counsel
Michigan
$549K – – –
MWM
1553
Mission Wealth Management
California
$548K +$548K +6,689 New
TIA
1554
Tiemann Investment Advisors
California
$547K -$40.9K -523 -7%
CFA
1555
Capstone Financial Advisors
Illinois
$545K -$16.5K -211 -3%
TCM
1556
Tradewinds Capital Management
Washington
$540K -$7.43K -95 -1%
KS
1557
Karpas Strategies
Connecticut
$540K – – –
LJAC
1558
L.J. Altfest & Co
New York
$537K +$3.99K +51 +0.7%
Westfield Capital Management
1559
Westfield Capital Management
Massachusetts
$536K – – –
Fuller & Thaler Asset Management
1560
Fuller & Thaler Asset Management
California
$532K -$1.1M -14,100 -67%
ACM
1561
Axel Capital Management
New York
$532K – – –
JWM
1562
Jacobus Wealth Management
Wisconsin
$531K – – –
EA
1563
Elm Advisors
California
$530K – – –
MCM
1564
McRae Capital Management
New Jersey
$530K – – –
MCM
1565
MV Capital Management
Maryland
$524K +$65.6K +838 +14%
HHGA
1566
Halbert Hargrove Global Advisors
California
$522K -$33.7K -431 -6%
SIM
1567
SSI Investment Management
California
$522K -$1.95K -25 -0.4%
BRWM
1568
B. Riley Wealth Management
Tennessee
$522K +$13.3K +170 +3%
MWP
1569
MYCIO Wealth Partners
Pennsylvania
$522K +$36.8K +470 +8%
GVT
1570
Genesee Valley Trust
New York
$520K – – –
TCB
1571
Texas Capital Bancshares
Texas
$518K -$48.5K -620 -9%
NA
1572
Nottingham Advisors
New York
$517K +$15.9K +203 +3%
IA
1573
Icon Advisers
Colorado
$516K – – –
BWA
1574
Burt Wealth Advisors
Maryland
$516K +$16K +200 +3%
BL
1575
BCWM LLC
Kansas
$512K +$14.5K +185 +3%
61 62
63
64 65