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Procter & Gamble
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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 %
PR
1751
Payden & Rygel
California
$64K – – –
ACM
1752
Axel Capital Management
New York
$64K – – –
VIM
1753
Veritas Investment Management
United Kingdom
$57K – – –
CFN
1754
Cordasco Financial Network
Florida
$56K -$50.6K -632 -47%
WCM
1755
Wealthcare Capital Management
Virginia
$56K +$15.4K +191 +38%
ECM
1756
Exchange Capital Management
Michigan
$56K +$23.6K +292 +73%
TFMS
1757
Trust & Fiduciary Management Services
Massachusetts
$55K +$8.62K +107 +19%
SFG
1758
Sage Financial Group
Pennsylvania
$49K +$49K +613 New
MUMSS
1759
Mitsubishi UFJ Morgan Stanley Securities
Japan
$48K +$48K +590 New
BCI
1760
Brinker Capital Investments
Pennsylvania
$48K +$48K +600 New
CAL
1761
Capital Advisors Ltd
Ohio
$47K +$19.3K +242 +70%
DMK
1762
David M. Knott
$43K – – –
SSG
1763
Summit Securities Group
New York
$40K -$7.76M -97,000 -99%
RI
1764
Redwood Investments
Massachusetts
$40K – – –
FI
1765
FCM Investments
Texas
$28K -$28K -350 -50%
SFU
1766
Stonehage Fleming (UK)
United Kingdom
$28K +$28K +2,810 New
SMA
1767
Simply Money Advisors
Ohio
$24K -$810K -9,995 -97%
NYLIM
1768
New York Life Investment Management
New York
$24K +$24K +300 New
GCM
1769
Grisanti Capital Management
New York
$20K – – –
JT
1770
Jump Trading
Illinois
$19K +$19K +240 New
ICOM
1771
Investment Counselors of Maryland
Maryland
$17K – – –
PWAG
1772
Polaris Wealth Advisory Group
California
$16K – – –
FMP
1773
Financial Management Professionals
Texas
$11K -$39.3K -468 -78%
BCMIO
1774
Beacon Capital Management Inc (Ohio)
Ohio
$11K -$10.6K -128 -49%
AWM
1775
Avior Wealth Management
Nebraska
$10K +$10K +124 New
69 70
71
72 73