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 %
CP
1701
Corbenic Partners
Pennsylvania
$231K +$8.07K +100 +4%
BFPW
1702
BOK Financial Private Wealth
Colorado
$230K – – –
FCB
1703
First Citizens Bancorporation
South Carolina
$229K -$43.5K -538 -16%
Fuller & Thaler Asset Management
1704
Fuller & Thaler Asset Management
California
$224K -$912K -11,300 -80%
RCP
1705
Rothschild Capital Partners
New York
$219K – – –
HKIM
1706
Hayek Kallen Investment Management
Alabama
$214K +$161 +2 +0.1%
CG
1707
Corundum Group
Colorado
$210K -$34.8K -432 -14%
NSAA
1708
Noroian Steven A & Associates
California
$210K – – –
FAM
1709
Fenimore Asset Management
New York
$210K – – –
SC
1710
Stratford Consulting
Texas
$209K -$39K -484 -16%
SCM
1711
Snow Capital Management
Pennsylvania
$207K – – –
FNBOH
1712
First National Bank of Hutchinson
Kansas
$207K – – –
NA
1713
Nottingham Advisors
New York
$206K +$402 +5 +0.2%
NYLT
1714
New York Life Trust
New York
$206K +$6.22K +77 +3%
BFG
1715
Bouchey Financial Group
New York
$205K +$81 +1 +0%
EIP
1716
Epoch Investment Partners
New York
$205K +$205K +2,540 New
DA
1717
Dunvegan Associates
California
$204K -$7.33K -91 -3%
OWP
1718
Obermeyer Wealth Partners
Colorado
$204K – – –
FCH
1719
Freestone Capital Holdings
Washington
$202K -$447K -5,536 -69%
FEG
1720
Fund Evaluation Group
Ohio
$202K – – –
CWM
1721
Confluence Wealth Management
Oregon
$200K +$200K +2,485 New
NCM
1722
Nelson Capital Management
California
$198K +$9.69K +120 +5%
P3I
1723
Progeny 3 Inc
Washington
$194K +$82.1K +1,020 +73%
IWC
1724
Integrated Wealth Counsel
California
$193K -$9.43K -117 -5%
TF
1725
Trutina Financial
Washington
$184K +$184K +2,286 New
67 68
69
70 71