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Procter & Gamble
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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 %
Verition Fund Management
1826
Verition Fund Management
Connecticut
$201K -$1.1M -12,098 -85%
DIA
1827
Davidson Investment Advisors
Montana
$200K -$200K -2,200 -50%
IWC
1828
Integrated Wealth Counsel
California
$200K – – –
KMC
1829
Kirr Marbach & Co
Indiana
$200K +$200K +2,200 New
TRCT
1830
Tower Research Capital (TRC)
New York
$196K -$2.66M -29,246 -93%
SFWA
1831
Summit Financial Wealth Advisors
Louisiana
$195K +$195K +2,140 New
DA
1832
Dunvegan Associates
California
$194K -$16K -176 -8%
HF
1833
Hoxton Financial
West Virginia
$194K +$18.2K +200 +10%
SA
1834
SRH Advisors
Kansas
$182K – – –
DOA
1835
D'Orazio & Associates
Virginia
$180K -$27.3K -300 -13%
CCMW
1836
Cypress Capital Management (Wyoming)
Wyoming
$178K +$178K +1,950 New
GAAM
1837
Guinness Atkinson Asset Management
California
$176K – – –
JAM
1838
Jolley Asset Management
North Carolina
$173K -$5.02K -55 -3%
CFG
1839
CKW Financial Group
Hawaii
$152K +$1.73K +19 +1%
IMS
1840
Index Management Solutions
Pennsylvania
$147K +$65.2K +714 +80%
CC
1841
Colrain Capital
Massachusetts
$137K -$274K -3,000 -67%
SCP
1842
Syntal Capital Partners
Texas
$134K – – –
P
1843
Palladiem
Pennsylvania
$134K +$134K +1,467 New
HCM
1844
Horrell Capital Management
Arkansas
$131K – – –
AWM
1845
AllSquare Wealth Management
New York
$121K +$121K +1,328 New
CFS
1846
Commonwealth Financial Services
West Virginia
$117K +$117K +1,286 New
SIG
1847
Stanford Investment Group
California
$116K +$116K +1,276 New
MS
1848
Marshall & Sullivan
Washington
$109K – – –
PIA
1849
Piedmont Investment Advisors
North Carolina
$97.7K – – –
MAS
1850
Madden Advisory Services
Florida
$95K -$29K -317 -23%
72 73
74
75 76