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Procter & Gamble
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Overview Fund Activity

1,906 hedge funds and large institutions have $149B invested in Procter & Gamble in 2014 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 685 increasing their positions, 813 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,906
Holders Change
+126
Holders Change %
+7.08%
% of All Funds
50.87%
Holding in Top 10
385
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.31%
% of All Funds
10.27%
New
188
Increased
685
Reduced
813
Closed
47
Calls
$2.73B
Puts
$2.05B
Net Calls
+$678M
Net Calls Change
-$247M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$918M
2
State Street
State Street
Massachusetts
+$574M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$327M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$272M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$554M
2
Bank of America
Bank of America
North Carolina
-$463M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$403M
4
ACM
Americafirst Capital Management
California
-$265M
5
American Century Companies
American Century Companies
Missouri
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
1651
Spectrum Management Group
Indiana
$464K – – –
CCM
1652
Coldstream Capital Management
Washington
$463K +$2.37K +26 +0.5%
MAA
1653
Mraz Amerine & Associates
California
$463K +$16K +176 +4%
CPC
1654
Cookson Peirce & Co
Pennsylvania
$463K +$463K +5,087 New
AWS
1655
Aris Wealth Services
Pennsylvania
$462K +$78.5K +861 +20%
SSWM
1656
Sheets Smith Wealth Management
North Carolina
$458K -$3.37K -37 -0.7%
WHG
1657
Westwood Holdings Group
Texas
$456K – – –
CCA
1658
Conestoga Capital Advisors
Pennsylvania
$455K – – –
PWM
1659
Perigon Wealth Management
California
$455K +$38.7K +425 +9%
CRIG
1660
Charter Research & Investment Group
Connecticut
$455K +$455K +4,996 New
CAMI
1661
Concord Asset Management (Illinois)
Illinois
$453K +$25.8K +283 +6%
MAM
1662
Mastrapasqua Asset Management
Tennessee
$452K +$452K +4,960 New
OAJ
1663
Ogorek Anthony Joseph
New York
$450K +$450K +4,941 New
WCM Investment Management
1664
WCM Investment Management
California
$446K -$6.37K -70 -1%
BHA
1665
Beech Hill Advisors
New York
$446K +$141K +1,550 +46%
GWS
1666
Glassman Wealth Services
Virginia
$446K +$446K +4,894 New
BEC
1667
Blue Edge Capital
Virginia
$446K – – –
WCF
1668
West Coast Financial
California
$445K -$2.46K -27 -0.6%
FIM
1669
Frontier Investment Management
Texas
$443K -$131K -1,552 -23%
OIM
1670
Orca Investment Management
Oregon
$440K – – –
DLHL
1671
Donald L. Hagan LLC
Florida
$437K +$437K +4,795 New
SCM
1672
Sterneck Capital Management
Missouri
$436K +$17.4K +191 +4%
HCM
1673
Hilton Capital Management
New York
$435K – – –
QIM
1674
Quest Investment Management
Oregon
$434K +$912 +10 +0.2%
HCM
1675
Highlander Capital Management
New Jersey
$430K +$101K +1,104 +31%
65 66
67
68 69