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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 %
PAA
1601
Peregrine Asset Advisers
Oregon
$376K – – –
NFG
1602
Nadler Financial Group
Illinois
$371K -$12K -149 -3%
CCM
1603
Coldstream Capital Management
Washington
$370K -$398K -4,938 -52%
Aristotle Capital Management
1604
Aristotle Capital Management
California
$370K +$39.1K +486 +12%
SCM
1605
Sterneck Capital Management
Missouri
$369K +$16.1K +200 +5%
EWM
1606
Evermay Wealth Management
Virginia
$369K +$141K +1,746 +62%
MG
1607
MDE Group
New Jersey
$368K -$21.5K -267 -6%
LIM
1608
Lathrop Investment Management
Arkansas
$368K – – –
CCM
1609
Carlson Capital Management
Minnesota
$367K -$15.5K -192 -4%
UAS
1610
United Asset Strategies
New York
$366K +$366K +4,541 New
PAS
1611
Partnervest Advisory Services
California
$364K -$6.03K -75 -2%
TIM
1612
Tortoise Investment Management
New York
$364K – – –
SCA
1613
STALEY CAPITAL ADVISERS
Pennsylvania
$363K – – –
BIA
1614
Biondo Investment Advisors
Pennsylvania
$358K -$46.3K -575 -11%
CAMI
1615
Concord Asset Management (Illinois)
Illinois
$358K – – –
CM
1616
Capital Management
Virginia
$358K – – –
RIM
1617
RS Investment Management
California
$356K +$356K +4,414 New
SNBOSD
1618
Security National Bank of So Dak
Iowa
$346K -$4.19K -52 -1%
AWS
1619
Aris Wealth Services
Pennsylvania
$345K -$17K -211 -5%
WA
1620
WESPAC Advisors
California
$345K – – –
SIG
1621
Schaller Investment Group
North Carolina
$344K – – –
PCMK
1622
Paragon Capital Management (Kansas)
Kansas
$343K -$1.62M -20,120 -83%
HJA
1623
Hugh Johnson Advisors
New York
$343K +$40.5K +503 +13%
AW
1624
Alpha Windward
Massachusetts
$342K -$565 -7 -0.2%
WIC
1625
Wood Investment Counsel
Colorado
$339K -$51.2K -636 -13%
63 64
65
66 67