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Procter & Gamble
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Overview Fund Activity

1,994 hedge funds and large institutions have $135B invested in Procter & Gamble in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 818 increasing their positions, 860 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,994
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
53.29%
Holding in Top 10
335
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.3%
% of All Funds
8.95%
New
82
Increased
818
Reduced
860
Closed
67
Calls
$2.04B
Puts
$1.78B
Net Calls
+$265M
Net Calls Change
-$97.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$257M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$208M
4
BFA
BlackRock Fund Advisors
California
+$166M
5
Invesco
Invesco
Georgia
+$165M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.55B
2
BA
BlackRock Advisors
Delaware
-$187M
3
Goldman Sachs
Goldman Sachs
New York
-$180M
4
LPL Financial
LPL Financial
California
-$144M
5
State Street
State Street
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
701
Brookmont Capital Management
Texas
$7.18M -$1.19M -14,010 -14%
Victory Capital Management
702
Victory Capital Management
Texas
$7.16M +$685K +8,093 +11%
HA
703
Harfst & Associates
Wyoming
$7.16M +$33.9K +401 +0.5%
BCM
704
BTR Capital Management
California
$7.12M +$33.9K +400 +0.5%
CWM
705
Concert Wealth Management
California
$7.11M +$664K +7,853 +10%
BFIM
706
Beese Fulmer Investment Management
Ohio
$7.08M -$5.76K -68 -0.1%
BPCE
707
Bank Pictet & Cie (Europe)
Germany
$7.06M -$1.42M -16,790 -17%
BFA
708
Bragg Financial Advisors
North Carolina
$7.06M +$197K +2,322 +3%
AL
709
Agran Libbie
California
$7.05M -$150K -1,771 -2%
LPL Financial
710
LPL Financial
California
$7.02M -$144M -1,691,904 -95%
BCM
711
BTC Capital Management
Iowa
$7.02M +$3.7M +43,633 +111%
MCM
712
Monarch Capital Management
Indiana
$7M -$8.04K -95 -0.1%
AP
713
Appleton Partners
Massachusetts
$6.98M -$188K -2,226 -3%
CA
714
CapWealth Advisors
Tennessee
$6.98M -$198K -2,343 -3%
IWM
715
Integrated Wealth Management
California
$6.96M +$140K +1,650 +2%
PA
716
Profund Advisors
Maryland
$6.92M -$866K -10,225 -11%
HA
717
Hamel Associates
New Jersey
$6.9M -$59.3K -700 -0.9%
BC
718
Brookfield Corp
Ontario, Canada
$6.88M – – –
PAM
719
Princeton Alpha Management
New Jersey
$6.88M +$759K +8,968 +12%
EWM
720
Edge Wealth Management
New York
$6.87M +$32.2K +380 +0.5%
GWM
721
Geneos Wealth Management
Colorado
$6.85M -$437K -5,157 -6%
BHTS
722
Bar Harbor Trust Services
Maine
$6.81M -$252K -2,979 -4%
YIA
723
YHB Investment Advisors
Connecticut
$6.8M +$79.2K +935 +1%
LA
724
Lynch & Associates
Indiana
$6.8M +$74.3K +878 +1%
MA
725
Montag & Associates
Georgia
$6.79M +$145K +1,707 +2%
27 28
29
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