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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 %
WAS
1801
Winch Advisory Services
Wisconsin
$187K +$1.49K +19 +0.8%
RAM
1802
Riggs Asset Management
Pennsylvania
$183K -$215K -2,758 -54%
IWC
1803
Integrated Wealth Counsel
California
$180K +$7.83K +100 +5%
DOA
1804
D'Orazio & Associates
Virginia
$175K – – –
HF
1805
Hoxton Financial
West Virginia
$159K -$7.83K -100 -5%
DA
1806
Dunvegan Associates
California
$152K -$9.38K -120 -6%
IMS
1807
Index Management Solutions
Pennsylvania
$150K +$24.8K +317 +20%
IAS
1808
IMA Advisory Services
Colorado
$149K -$806K -10,278 -84%
CCMW
1809
Cypress Capital Management (Wyoming)
Wyoming
$149K -$3.91K -50 -3%
JAM
1810
Jolley Asset Management
North Carolina
$148K – – –
SFWA
1811
Summit Financial Wealth Advisors
Louisiana
$143K – – –
WA
1812
Winfield Associates
Ohio
$141K -$15.7K -200 -10%
WP
1813
WealthPLAN Partners
Nebraska
$134K -$31K -397 -19%
CGH
1814
Cleary Gull Holdings
Wisconsin
$133K +$133K +1,700 New
WCM
1815
Wealthcare Capital Management
Virginia
$131K -$111K -1,410 -46%
AIM
1816
Arcadia Investment Management
Michigan
$127K +$127K +1,628 New
LOT
1817
Lombard Odier Transatlantic
Quebec, Canada
$117K -$7.8K -100 -6%
CWM
1818
Catamount Wealth Management
Connecticut
$117K +$15.6K +200 +15%
CFG
1819
CKW Financial Group
Hawaii
$113K -$18.3K -233 -14%
AWM
1820
Avior Wealth Management
Nebraska
$106K +$35.3K +447 +50%
NCMG
1821
NCM Capital Management Group
North Carolina
$106K +$47.1K +600 +80%
AWM
1822
AllSquare Wealth Management
New York
$104K – – –
CFS
1823
Commonwealth Financial Services
West Virginia
$101K – – –
HCM
1824
Horrell Capital Management
Arkansas
$99K -$13.7K -175 -12%
IC
1825
IKOS CIF
Cyprus
$95K -$222K -2,802 -70%
71 72
73
74 75