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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 %
SLG
1651
Stanley-Laman Group
Pennsylvania
$299K +$299K +3,706 New
HCM
1652
Highlander Capital Management
New Jersey
$299K +$322 +4 +0.1%
CMANY
1653
Capital Management Associates (New York)
New York
$298K – – –
Rafferty Asset Management
1654
Rafferty Asset Management
New York
$295K -$1.05K -13 -0.4%
WPW
1655
Waldron Private Wealth
Pennsylvania
$294K – – –
VA
1656
Valmark Advisers
Ohio
$293K -$16.2K -201 -5%
CAM
1657
Chesapeake Asset Management
New York
$293K -$6.04K -75 -2%
AC
1658
Alexandria Capital
Virginia
$292K -$161 -2 -0.1%
TSBJ
1659
Trevor, Stewart, Burton & Jacobsen
New York
$290K -$254K -3,150 -47%
GGPS
1660
Gary Goldberg Planning Services
New York
$289K +$10.5K +130 +4%
TCOO
1661
Trust Company of Oklahoma
Oklahoma
$288K +$31K +385 +12%
SIM
1662
Sterling Investment Management
Arizona
$285K – – –
LSA
1663
L & S Advisors
California
$283K -$3.75M -46,586 -93%
HCM
1664
Harvey Capital Management
Florida
$282K -$222K -2,750 -44%
FTI
1665
Fiduciary Trust International
Massachusetts
$279K +$279K +3,466 New
SCCM
1666
Schafer Cullen Capital Management
New York
$278K – – –
ICM
1667
IMS Capital Management
Oregon
$274K +$274K +3,400 New
SC
1668
Scholtz & Company
Connecticut
$274K +$274K +3,400 New
BHB
1669
Bank Hapoalim BM
Israel
$272K +$272K +3,377 New
GCA
1670
Guardian Capital Advisors
Ontario, Canada
$269K – – –
IPC
1671
Independent Portfolio Consultants
Florida
$267K -$74.1K -920 -22%
BC
1672
Barnett & Company
Tennessee
$267K +$3.22K +40 +1%
LD
1673
Lipe & Dalton
New York
$265K -$10.7K -130 -4%
KFA
1674
Kelleher Financial Advisors
New York
$264K +$7.81K +97 +3%
MIC
1675
Meridian Investment Counsel
California
$262K -$32K -397 -11%
65 66
67
68 69