PG icon

Procter & Gamble
PG

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 %
TSBJ
1776
Trevor, Stewart, Burton & Jacobsen
New York
$270K -$3.03K -40 -1%
WA
1777
Waverly Advisors
Alabama
$270K +$23.3K +256 +9%
FTI
1778
Fiduciary Trust International
Massachusetts
$270K +$270K +2,963 New
PVWM
1779
Point View Wealth Management
New Jersey
$270K +$270K +2,967 New
DSN
1780
D. Scott Neal
Kentucky
$268K – – –
SWA
1781
SFMG Wealth Advisors
Texas
$265K +$31.9K +350 +14%
WAM
1782
Wood Asset Management
Florida
$264K -$1.98M -21,680 -88%
SCP
1783
Seizert Capital Partners
Michigan
$263K – – –
HKIM
1784
Hayek Kallen Investment Management
Alabama
$263K +$20.6K +226 +8%
HC
1785
Hendley & Co
Ohio
$258K – – –
PRCM
1786
Pine River Capital Management
Minnesota
$255K -$1.38M -15,153 -84%
WCM
1787
Weatherstone Capital Management
Colorado
$255K +$255K +2,798 New
CWM
1788
Confluence Wealth Management
Oregon
$250K +$11.1K +122 +5%
RCP
1789
Rothschild Capital Partners
New York
$248K – – –
BFPW
1790
BOK Financial Private Wealth
Colorado
$246K – – –
USGIU
1791
U.S. Global Investors (USGI)
Texas
$246K +$246K +2,700 New
NEPPG
1792
New England Professional Planning Group
Rhode Island
$246K +$246K +2,874 New
RWM
1793
RKL Wealth Management
Pennsylvania
$245K – – –
CIC
1794
Cornercap Investment Counsel
Georgia
$245K +$6.19K +68 +3%
CHP
1795
Cable Hill Partners
Oregon
$245K +$245K +2,695 New
HIS
1796
Horizon Investment Services
Indiana
$243K -$7.57K -83 -3%
SGC
1797
South Georgia Capital
Illinois
$242K -$45.5K -500 -16%
SC
1798
Stratford Consulting
Texas
$241K +$1.46K +16 +0.6%
SIM
1799
Sadoff Investment Management
Wisconsin
$239K +$15.3K +168 +7%
FAM
1800
Fenimore Asset Management
New York
$238K – – –
70 71
72
73 74