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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
$13.4B
2
Bank of America
Bank of America
North Carolina
$2.1B
3
Deutsche Bank
Deutsche Bank
Germany
$1.12B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.29B
5
Prudential Financial
Prudential Financial
New Jersey
$535M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.07B
2
ACM
Americafirst Capital Management
California
$0
3
State Street
State Street
Massachusetts
$9.8B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$866M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1876
Brinker Capital Investments
Pennsylvania
$19K – – –
TJHA
1877
Thomas J. Herzfeld Advisors
Florida
$18K +$7.59K +94 +73%
GXMC
1878
Global X Management Company
New York
$16K -$2.31K -28 -13%
SFPIA
1879
Stevens First Principles Investment Advisors
California
$16K – – –
EWM
1880
Edge Wealth Management
New York
$16K +$12.1K +150 +313%
CG
1881
Cleary Gull
Wisconsin
$16K +$16K +200 New
LWA
1882
Lowe Wealth Advisors
Maryland
$15K – – –
WG
1883
Welch Group
Alabama
$14.7K +$487 +5,943 +3%
FNBOO
1884
First National Bank of Omaha
Nebraska
$14.3K -$650 -8,179 -4%
ICOM
1885
Investment Counselors of Maryland
Maryland
$14K -$4.22K -50 -23%
CFA
1886
Camarda Financial Advisors
Florida
$13K +$13K +164 New
BCMIO
1887
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
FMP
1888
Financial Management Professionals
Texas
$11K – – –
TCM
1889
Tanaka Capital Management
New York
$9K +$9K +110 New
FA
1890
Financial Advantage
Maryland
$8K – – –
RBC
1891
Roble Belko & Company
Pennsylvania
$8K +$8K +100 New
MIM
1892
Macroview Investment Management
Maryland
$7K -$494 -6 -7%
AT
1893
Arden Trust
Delaware
$6.85K +$3.46K +42,217 +102%
DRS
1894
Deane Retirement Strategies
Louisiana
$5K -$1.24M -14,382 -100%
WA
1895
WBH Advisory
Maryland
$4.01K -$49 -598 -1%
PFG
1896
Piershale Financial Group
Illinois
$4K -$9.19K -124 -70%
OSAM
1897
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +32 New
SGAM
1898
Smith Group Asset Management
Texas
$2K – – –
VC
1899
Vicus Capital
Pennsylvania
$870 +$65 +799 +8%
BAPIM
1900
British Airways Pensions Investment Management
United Kingdom
– -$43.4M -476,680 Closed
74 75
76
77 78