PG icon

Procter & Gamble
PG

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 %
LCM
1676
Landscape Capital Management
New Jersey
$258K +$258K +3,200 New
AACR
1677
ACR Alpine Capital Research
Missouri
$257K – – –
AIA
1678
Arbor Investment Advisors
North Carolina
$257K +$58.5K +725 +29%
SCM
1679
Shapiro Capital Management
Georgia
$255K +$81 +1 +0%
CIA
1680
CCM Investment Advisers
South Carolina
$255K -$609K -7,585 -70%
FANJ
1681
Financial Architects (New Jersey)
New Jersey
$255K +$12.2K +151 +5%
BCM
1682
Blume Capital Management
California
$252K +$8.06K +100 +3%
RWM
1683
RKL Wealth Management
Pennsylvania
$251K +$251K +3,115 New
HIM
1684
Hillsdale Investment Management
Ontario, Canada
$250K +$121K +1,500 +94%
SRCM
1685
Swift Run Capital Management
Virginia
$250K +$250K +3,105 New
SFM
1686
Systematic Financial Management
New Jersey
$249K – – –
MWM
1687
Modera Wealth Management
New Jersey
$244K -$96.6K -1,197 -28%
RMC
1688
Regis Management Company
California
$244K -$43.4K -538 -15%
CP
1689
Camelot Portfolios
Ohio
$243K -$141K -1,750 -37%
CCM
1690
Carderock Capital Management
Maryland
$242K -$37.9K -471 -14%
YMRC
1691
Yorktown Management & Research Company
Virginia
$242K – – –
RVP
1692
Relative Value Partners
Illinois
$242K – – –
SIM
1693
Sadoff Investment Management
Wisconsin
$241K – – –
LWA
1694
Lenox Wealth Advisors
New York
$241K +$37.6K +468 +18%
SCG
1695
Strategic Capital Group
Washington
$239K +$133K +1,645 +125%
DSN
1696
D. Scott Neal
Kentucky
$237K +$237K +2,944 New
HIS
1697
Horizon Investment Services
Indiana
$236K -$15.1K -183 -6%
SCP
1698
Seizert Capital Partners
Michigan
$236K +$2.74K +34 +1%
VAM
1699
Visium Asset Management
New York
$234K -$1.23M -15,285 -84%
LIM
1700
Loudon Investment Management
New Hampshire
$231K -$95K -1,178 -29%
66 67
68
69 70