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Procter & Gamble
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Overview Fund Activity

1,786 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 742 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.62%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
742
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$349M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$320M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$308M
4
IIS
Ignis Investment Services
United Kingdom
+$307M
5
Ameriprise
Ameriprise
Minnesota
+$304M

Top Sellers

1
State Street
State Street
Massachusetts
-$813M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$707M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$687M
4
Citigroup
Citigroup
New York
-$301M
5
CS
Credit Suisse
Switzerland
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1576
Arcadia Investment Management
Michigan
$415K -$396K -4,920 -49%
WHG
1577
Westwood Holdings Group
Texas
$415K – – –
RAM
1578
Riggs Asset Management
Pennsylvania
$415K +$3.79K +47 +0.9%
PCMI
1579
Paradigm Capital Management Inc
New York
$414K -$1.77M -21,922 -81%
DIA
1580
Dean Investment Associates
Ohio
$414K +$20.1K +249 +5%
HCM
1581
Hilton Capital Management
New York
$412K – – –
BEC
1582
Blue Edge Capital
Virginia
$410K +$16.1K +200 +4%
SMG
1583
Spectrum Management Group
Indiana
$410K – – –
CAW
1584
Cornerstone Advisors (Washington)
Washington
$410K +$78.7K +975 +24%
PFS
1585
Prospera Financial Services
Texas
$409K +$41.4K +569 +11%
MWP
1586
MYCIO Wealth Partners
Pennsylvania
$407K -$10.1K -125 -2%
WCM Investment Management
1587
WCM Investment Management
California
$407K +$8.38K +104 +2%
SSWM
1588
Sheets Smith Wealth Management
North Carolina
$404K +$3.55K +44 +0.9%
FWC
1589
First Washington Corp
Washington
$403K – – –
PWM
1590
Perigon Wealth Management
California
$398K -$20.9K -259 -5%
MAM
1591
Mastrapasqua Asset Management
Tennessee
$394K -$41.5K -515 -10%
WCF
1592
West Coast Financial
California
$392K -$133K -1,649 -25%
MAA
1593
Mraz Amerine & Associates
California
$392K -$27.3K -339 -7%
RHBC
1594
R.H. Bluestein & Co
Michigan
$391K -$50.4K -625 -11%
AWA
1595
ARS Wealth Advisors
Florida
$391K -$46.7K -580 -11%
ANTB
1596
AMG National Trust Bank
Colorado
$391K +$128K +1,594 +49%
GVT
1597
Genesee Valley Trust
New York
$388K -$85.7K -1,065 -18%
RIG
1598
Renaissance Investment Group
Massachusetts
$386K -$56.7K -703 -13%
VFP
1599
Verus Financial Partners
Virginia
$383K -$11.5K -143 -3%
W
1600
Wealthfront
California
$379K +$379K +4,717 New
62 63
64
65 66