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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 %
MCM
1576
McRae Capital Management
New Jersey
$617K – – –
EA
1577
Elm Advisors
California
$617K – – –
GVT
1578
Genesee Valley Trust
New York
$608K -$23.6K -259 -4%
PHAM
1579
Palisades Hudson Asset Management
Florida
$605K – – –
IA
1580
Icon Advisers
Colorado
$601K -$1.15M -12,600 -66%
Edgewood Management
1581
Edgewood Management
Connecticut
$601K – – –
EWM
1582
Evermay Wealth Management
Virginia
$592K -$14.1K -155 -2%
ZIG
1583
Zuckerman Investment Group
Illinois
$592K – – –
JIR
1584
James Investment Research
Ohio
$592K +$87.2K +957 +17%
FWCM
1585
First Western Capital Management
California
$591K +$37.8K +415 +7%
CFA
1586
Capstone Financial Advisors
Illinois
$586K +$28K +307 +5%
FNBSF
1587
First National Bank Sioux Falls
South Dakota
$585K -$34.8K -382 -6%
CRC
1588
Curi RMB Capital
Illinois
$584K -$65.6K -720 -10%
BW
1589
Bison Wealth
Georgia
$584K +$584K +6,407 New
TA
1590
TBP Advisors
New York
$583K – – –
EIP
1591
Epoch Investment Partners
New York
$582K +$209K +2,296 +56%
DI
1592
Diligent Investors
California
$581K +$581K +6,829 New
DHFB
1593
Dixon Hubard Feinour & Brown
Virginia
$579K -$10.3K -113 -2%
WCP
1594
Welch Capital Partners
New York
$579K – – –
BCM
1595
Becker Capital Management
Oregon
$579K +$7.29K +80 +1%
BFA
1596
Beaumont Financial Advisors
Massachusetts
$573K +$10.9K +120 +2%
BOS
1597
Bank of Stockton
California
$572K +$68.3K +750 +14%
BWA
1598
Burt Wealth Advisors
Maryland
$572K +$572K +6,268 New
MGAM
1599
McGowan Group Asset Management
Texas
$570K +$570K +6,258 New
FAG
1600
Financial Advisory Group
Texas
$566K +$18.2K +200 +3%
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