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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 %
FC
1701
Financial Consulate
Maryland
$370K +$370K +4,066 New
JIP
1702
Jaffetilchin Investment Partners
Florida
$366K -$4.19K -46 -1%
CCM
1703
Carlson Capital Management
Minnesota
$365K -$139K -1,529 -28%
TFF
1704
The Family Firm
Maryland
$365K +$365K +4,008 New
PCA
1705
Private Capital Advisors
Connecticut
$364K – – –
WHI
1706
William Harris Investors
Illinois
$364K – – –
IT
1707
Investors Trust
Texas
$361K -$293K -3,220 -45%
PC
1708
Palo Capital
California
$357K +$357K +3,915 New
ACM
1709
Alpha Capital Management
Texas
$355K +$25.1K +275 +8%
CPA
1710
Capital Planning Advisors
California
$353K +$353K +3,875 New
SGK
1711
Steigerwald Gordon & Koch
Virginia
$350K +$91 +1 +0%
BIM
1712
Baldwin Investment Management
Pennsylvania
$346K – – –
CM
1713
Castleark Management
Illinois
$346K – – –
LCP
1714
LGT Capital Partners
Switzerland
$346K +$346K +3,800 New
PCMK
1715
Paragon Capital Management (Kansas)
Kansas
$343K -$15.1K -166 -4%
KA
1716
KLCM Advisors
Wisconsin
$337K -$78.3K -861 -19%
HBWM
1717
Hollow Brook Wealth Management
New York
$337K – – –
HIM
1718
Hillsdale Investment Management
Ontario, Canada
$337K +$18.2K +200 +6%
GC
1719
Gratus Capital
Georgia
$335K +$335K +3,675 New
PA
1720
Parkside Advisors
California
$334K – – –
LOAME
1721
Lombard Odier Asset Management (Europe)
United Kingdom
$334K +$334K +3,652 New
CAM
1722
Chesapeake Asset Management
New York
$332K – – –
HCM
1723
Harvey Capital Management
Florida
$332K +$13.2K +145 +4%
KCM
1724
Karp Capital Management
California
$331K +$331K +3,632 New
ACM
1725
Alta Capital Management
Utah
$329K -$3.82K -42 -1%
67 68
69
70 71