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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 %
PTC
1626
Philadelphia Trust Company
Pennsylvania
$418K -$3.35M -262,452 -89%
Aristotle Capital Management
1627
Aristotle Capital Management
California
$418K -$46.9K -600 -10%
LGC
1628
Laurel Grove Capital
California
$415K -$23.5K -300 -5%
CCM
1629
Carlson Capital Management
Minnesota
$415K +$23.5K +300 +6%
JFA
1630
JNBA Financial Advisors
Minnesota
$414K – – –
FIM
1631
Frontier Investment Management
Texas
$414K +$17.7K +226 +4%
FAG
1632
Financial Advisory Group
Texas
$411K -$75.6K -966 -16%
WAM
1633
Winslow Asset Management
Ohio
$408K – – –
IAMOG
1634
Investors Asset Management of Georgia
Georgia
$407K +$50.1K +640 +14%
Rafferty Asset Management
1635
Rafferty Asset Management
New York
$405K +$3.68K +47 +0.9%
PCMI
1636
Paradigm Capital Management Inc
New York
$402K – – –
PWM
1637
Perigon Wealth Management
California
$400K +$9.39K +120 +2%
SMG
1638
Spectrum Management Group
Indiana
$398K – – –
MC
1639
Montag & Caldwell
Georgia
$397K -$225M -2,874,994 -100%
FWM
1640
Focused Wealth Management
New York
$397K -$38.4K -491 -9%
WA
1641
WESPAC Advisors
California
$397K – – –
WCF
1642
West Coast Financial
California
$397K +$14.7K +188 +4%
NMIS
1643
Northwestern Mutual Investment Services
Wisconsin
$397K +$397K +5,080 New
PPCM
1644
Pillar Pacific Capital Management
California
$395K -$13.7K -175 -3%
WHG
1645
Westwood Holdings Group
Texas
$392K – – –
CRIG
1646
Charter Research & Investment Group
Connecticut
$391K – – –
DTL
1647
Dynamic Technology Lab
Singapore
$391K +$35.1K +448 +10%
TSS
1648
Two Sigma Securities
New York
$391K +$391K +4,998 New
UMA
1649
USA Mutuals Advisors
Texas
$391K +$391K +5,000 New
TCM
1650
Tran Capital Management
California
$387K -$19.5K -250 -5%
64 65
66
67 68