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Procter & Gamble
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Overview Fund Activity

1,897 hedge funds and large institutions have $134B invested in Procter & Gamble in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 787 increasing their positions, 787 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
-9
Holders Change %
-0.47%
% of All Funds
50.6%
Holding in Top 10
303
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-21.3%
% of All Funds
8.08%
New
93
Increased
787
Reduced
787
Closed
81
Calls
$1.18B
Puts
$1.65B
Net Calls
-$477M
Net Calls Change
-$1.15B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
2
Bank of America
Bank of America
North Carolina
+$442M
3
Deutsche Bank
Deutsche Bank
Germany
+$272M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$271M
5
Prudential Financial
Prudential Financial
New Jersey
+$152M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$778M
2
ACM
Americafirst Capital Management
California
-$559M
3
State Street
State Street
Massachusetts
-$403M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLT
1801
New York Life Trust
New York
$214K -$76.4K -931 -26%
IPC
1802
Independent Portfolio Consultants
Florida
$210K -$40.6K -495 -16%
SFM
1803
Signet Financial Management
New Jersey
$210K +$210K +2,557 New
CR
1804
Cooperatieve Rabobank
Netherlands
$210K +$210K +2,560 New
BFG
1805
Bouchey Financial Group
New York
$209K +$164 +2 +0.1%
BCA
1806
Bernzott Capital Advisors
California
$209K +$16.4K +200 +8%
CG
1807
Colony Group
Massachusetts
$205K -$1.36M -16,634 -87%
LFA
1808
Landmark Financial Advisors
Kentucky
$205K – – –
HKIM
1809
Hayek Kallen Investment Management
Alabama
$204K -$32.7K -399 -14%
SCM
1810
Snow Capital Management
Pennsylvania
$201K – – –
FC
1811
Financial Consulate
Maryland
$200K -$132K -1,620 -40%
CPIG
1812
Chicago Partners Investment Group
Illinois
$198K -$36.8K -405 -16%
TWMP
1813
Taylor Wealth Management Partners
Massachusetts
$197K +$197K +2,409 New
TRCT
1814
Tower Research Capital (TRC)
New York
$196K +$19.3K +235 +11%
WAS
1815
Winch Advisory Services
Wisconsin
$194K +$194K +2,369 New
DOA
1816
D'Orazio & Associates
Virginia
$183K +$21.1K +258 +13%
DIA
1817
Davidson Investment Advisors
Montana
$180K – – –
IWC
1818
Integrated Wealth Counsel
California
$180K – – –
HF
1819
Hoxton Financial
West Virginia
$175K – – –
WP
1820
WealthPLAN Partners
Nebraska
$173K +$173K +2,113 New
DA
1821
Dunvegan Associates
California
$169K -$5.32K -65 -3%
WA
1822
Winfield Associates
Ohio
$164K -$628K -7,667 -79%
SA
1823
SRH Advisors
Kansas
$164K – – –
CCMW
1824
Cypress Capital Management (Wyoming)
Wyoming
$160K – – –
JAM
1825
Jolley Asset Management
North Carolina
$155K – – –
71 72
73
74 75