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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 %
TIM
1601
Tortoise Investment Management
New York
$461K – – –
ACM
1602
Alpha Capital Management
Texas
$461K +$156K +1,994 +51%
BIAS
1603
Beacon Investment Advisory Services
New Jersey
$460K +$460K +5,878 New
MGAM
1604
McGowan Group Asset Management
Texas
$459K -$10.6K -135 -2%
CM
1605
Cornerstone Management
Georgia
$459K – – –
CPS
1606
Counsel Portfolio Services
Ontario, Canada
$458K – – –
AT
1607
Argent Trust
Texas
$458K +$83.7K +1,072 +22%
KA
1608
KLCM Advisors
Wisconsin
$457K +$167K +2,131 +58%
BP
1609
BBR Partners
New York
$452K +$452K +5,774 New
PIM
1610
Progressive Investment Management
Oregon
$450K +$115K +1,471 +34%
AWA
1611
AmeriServ Wealth Advisors
Pennsylvania
$449K +$121K +1,550 +37%
CAW
1612
Cornerstone Advisors (Washington)
Washington
$445K -$313 -4 -0.1%
FPA
1613
Fieldpoint Private Advisors
New York
$440K – – –
CFA
1614
Cahill Financial Advisors
Minnesota
$438K -$35.2K -449 -7%
CEI
1615
Clark Estates Inc
New York
$436K – – –
IAA
1616
Ironsides Asset Advisors
North Carolina
$434K +$163K +2,079 +60%
NBC
1617
Neuberger Berman Canada
Ontario, Canada
$433K +$30.8K +394 +8%
MAA
1618
Mraz Amerine & Associates
California
$433K +$33.4K +427 +8%
HK
1619
Horizon Kinetics
New York
$432K -$462K -5,906 -52%
DHFB
1620
Dixon Hubard Feinour & Brown
Virginia
$431K -$66.5K -850 -13%
MAM
1621
Mastrapasqua Asset Management
Tennessee
$431K +$431K +5,510 New
CHA
1622
Cedar Hill Associates
Illinois
$430K -$6.1K -78 -1%
JIR
1623
James Investment Research
Ohio
$426K -$7.19K -92 -2%
BWFA
1624
Baltimore-Washington Financial Advisors
Maryland
$423K – – –
AWS
1625
Aris Wealth Services
Pennsylvania
$420K +$23.3K +298 +6%
63 64
65
66 67