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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 %
SCA
1751
Strategic Capital Alternatives
United States
$249K – – –
LD
1752
Lipe & Dalton
New York
$247K – – –
HCM
1753
Harvey Capital Management
Florida
$247K +$7.97K +100 +3%
AF
1754
Affiance Financial
Minnesota
$244K – – –
NEPPG
1755
New England Professional Planning Group
Rhode Island
$244K +$10.8K +138 +5%
SRCM
1756
Swift Run Capital Management
Virginia
$243K – – –
KIM
1757
Karpus Investment Management
New York
$242K – – –
SFM
1758
Systematic Financial Management
New Jersey
$242K – – –
FAM
1759
Fenimore Asset Management
New York
$241K – – –
PA
1760
Parkside Advisors
California
$239K -$11.7K -150 -5%
AACR
1761
ACR Alpine Capital Research
Missouri
$239K -$4.93K -63 -2%
SWA
1762
SFMG Wealth Advisors
Texas
$238K -$281K -3,586 -54%
NCM
1763
Nelson Capital Management
California
$237K – – –
RMC
1764
Regis Management Company
California
$235K – – –
IG
1765
Ithaka Group
Virginia
$235K – – –
RVPG
1766
Relative Value Partners Group
$235K +$235K +3,000 New
CHP
1767
Cable Hill Partners
Oregon
$233K +$1.68K +21 +0.7%
Pacer Advisors
1768
Pacer Advisors
Pennsylvania
$231K – – –
DSN
1769
D. Scott Neal
Kentucky
$230K – – –
CCS
1770
Crosspoint Capital Strategies
California
$227K -$11.3K -145 -5%
SCP
1771
Seizert Capital Partners
Michigan
$226K – – –
BWP
1772
BSW Wealth Partners
Colorado
$226K +$226K +2,887 New
HC
1773
Hendley & Co
Ohio
$222K – – –
NCM
1774
Novare Capital Management
North Carolina
$222K – – –
PCMK
1775
Paragon Capital Management (Kansas)
Kansas
$221K -$37.4K -479 -14%
69 70
71
72 73