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Procter & Gamble
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Overview Fund Activity

1,897 hedge funds and large institutions have $134B invested in Procter & Gamble in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 787 increasing their positions, 787 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
-9
Holders Change %
-0.47%
% of All Funds
50.6%
Holding in Top 10
303
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-21.3%
% of All Funds
8.08%
New
93
Increased
787
Reduced
787
Closed
81
Calls
$1.18B
Puts
$1.65B
Net Calls
-$477M
Net Calls Change
-$1.15B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
2
Bank of America
Bank of America
North Carolina
+$442M
3
Deutsche Bank
Deutsche Bank
Germany
+$272M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$271M
5
Prudential Financial
Prudential Financial
New Jersey
+$152M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$778M
2
ACM
Americafirst Capital Management
California
-$559M
3
State Street
State Street
Massachusetts
-$403M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
CEI
1626
Clark Estates Inc
New York
$456K – – –
MPM
1627
Meritage Portfolio Management
Kansas
$456K +$23.8K +290 +5%
JIR
1628
James Investment Research
Ohio
$455K -$78.6K -957 -15%
NI
1629
Numeric Investors
Massachusetts
$451K +$451K +5,500 New
ECM
1630
ETrade Capital Management
Virginia
$449K +$80.9K +988 +22%
BWFA
1631
Baltimore-Washington Financial Advisors
Maryland
$444K -$492 -6 -0.1%
UAS
1632
United Asset Strategies
New York
$437K -$20.7K -260 -5%
QIM
1633
Quest Investment Management
Oregon
$434K +$44.2K +540 +11%
JFA
1634
JNBA Financial Advisors
Minnesota
$433K -$18.8K -230 -4%
PPCM
1635
Pillar Pacific Capital Management
California
$428K -$656 -8 -0.2%
WAM
1636
Winslow Asset Management
Ohio
$427K – – –
TCM
1637
Tran Capital Management
California
$426K – – –
PCMI
1638
Paradigm Capital Management Inc
New York
$421K – – –
DWM
1639
Dakota Wealth Management
Florida
$421K +$35.8K +437 +9%
Rafferty Asset Management
1640
Rafferty Asset Management
New York
$421K +$150K +1,830 +55%
NBC
1641
Neuberger Berman Canada
Ontario, Canada
$421K +$421K +5,137 New
MWAN
1642
Mariner Wealth Advisors (NYC)
Kansas
$420K +$420K +5,121 New
MAA
1643
Mraz Amerine & Associates
California
$419K +$1.89K +23 +0.5%
RAM
1644
Riggs Asset Management
Pennsylvania
$418K – – –
SMG
1645
Spectrum Management Group
Indiana
$417K – – –
AWS
1646
Aris Wealth Services
Pennsylvania
$416K +$410 +5 +0.1%
WA
1647
WESPAC Advisors
California
$416K +$416K +5,079 New
WHG
1648
Westwood Holdings Group
Texas
$410K – – –
CCM
1649
Carlson Capital Management
Minnesota
$410K +$81.9K +1,000 +25%
PWM
1650
Perigon Wealth Management
California
$409K – – –
64 65
66
67 68