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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 %
OAJ
1651
Ogorek Anthony Joseph
New York
$387K – – –
BHA
1652
Beech Hill Advisors
New York
$383K – – –
OIM
1653
Orca Investment Management
Oregon
$381K +$2.74K +35 +0.7%
HCM
1654
Highlander Capital Management
New Jersey
$380K +$10.9K +139 +3%
IRS
1655
Invictus RG (Singapore)
Singapore
$380K +$247K +3,155 +186%
HWA
1656
Heritage Wealth Advisors
Virginia
$378K +$5.86K +75 +2%
WCM
1657
Weatherstone Capital Management
Colorado
$377K +$25.5K +326 +7%
DWM
1658
Dakota Wealth Management
Florida
$376K -$25.5K -326 -6%
IT
1659
Independence Trust
Tennessee
$375K – – –
DLHL
1660
Donald L. Hagan LLC
Florida
$375K – – –
BFA
1661
Beaumont Financial Advisors
Massachusetts
$370K – – –
RPGK
1662
Retirement Planning Group (Kansas)
Kansas
$368K +$11.7K +150 +3%
CCA
1663
Conestoga Capital Advisors
Pennsylvania
$367K – – –
GWS
1664
Glassman Wealth Services
Virginia
$367K +$9K +115 +3%
FANJ
1665
Financial Architects (New Jersey)
New Jersey
$367K +$50.9K +650 +16%
PVWM
1666
Point View Wealth Management
New Jersey
$367K +$93.6K +1,195 +34%
BOS
1667
Bank of Stockton
California
$364K -$105K -1,345 -22%
SSWM
1668
Sheets Smith Wealth Management
North Carolina
$364K +$470 +6 +0.1%
HIM
1669
Hillsdale Investment Management
Ontario, Canada
$360K +$47K +600 +15%
LOCC
1670
Lombard Odier & Cie (Canada)
Quebec, Canada
$358K -$188K -2,400 -34%
DDPIC
1671
Deroy & Devereaux Private Investment Counsel
Michigan
$357K -$177K -2,255 -33%
WCM Investment Management
1672
WCM Investment Management
California
$356K -$2.74K -35 -0.8%
CCM
1673
CrestPoint Capital Management
Missouri
$352K +$39.1K +500 +13%
CP
1674
Camelot Portfolios
Ohio
$351K +$66.4K +849 +23%
CM
1675
Capital Management
Virginia
$348K +$4.23K +54 +1%
65 66
67
68 69