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Procter & Gamble
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Overview Fund Activity

1,794 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 585 increasing their positions, 824 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,794
Holders Change
+144
Holders Change %
+8.73%
% of All Funds
52.11%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.99%
New
206
Increased
585
Reduced
824
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$120M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$230M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
3
Goldman Sachs
Goldman Sachs
New York
-$160M
4
Norges Bank
Norges Bank
Norway
-$157M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMA
726
Roffman Miller Associates
Pennsylvania
$6.07M +$301K +3,700 +5%
BFIM
727
Beese Fulmer Investment Management
Ohio
$6.01M +$54.6K +671 +0.9%
AP
728
Appleton Partners
Massachusetts
$6.01M +$123K +1,516 +2%
SIG
729
Sky Investment Group
Connecticut
$6M +$4.5M +55,303 +300%
PVH
730
Psagot Value Holdings
Israel
$5.98M -$66.1K -812 -1%
SCA
731
SAC Capital Advisors
Connecticut
$5.98M -$4.76M -58,489 -44%
PJSIMP
732
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.95M -$8.14K -100 -0.1%
JC
733
Jacobs & Co
California
$5.94M -$66.8K -820 -1%
CCM
734
Cohen Capital Management
California
$5.89M – – –
AIA
735
Alerus Investment Advisors
Minnesota
$5.88M -$1.6M -19,679 -21%
LI
736
Lafayette Investments
Maryland
$5.87M +$45K +553 +0.8%
CCM
737
Catawba Capital Management
Virginia
$5.85M +$327K +4,020 +6%
LRPA
738
L. Roy Papp & Associates
Arizona
$5.84M -$473K -5,812 -7%
CA
739
Callahan Advisors
Texas
$5.81M +$39.5K +485 +0.7%
CANC
740
Culbertson A N & Co
Virginia
$5.8M +$1.22K +15 +0%
YIA
741
YHB Investment Advisors
Connecticut
$5.73M -$354K -4,353 -6%
MBTD
742
Mechanics Bank - Trust Department
California
$5.73M +$44.3K +544 +0.8%
RBC
743
Ronald Blue & Co
Georgia
$5.72M -$50.8K -624 -0.9%
BHIA
744
Birch Hill Investment Advisors
Massachusetts
$5.7M -$92.2K -1,133 -2%
NSEDCP
745
NJ State Employees Deferred Compensation Plan
New Jersey
$5.7M – – –
CFS
746
Community Financial System
New York
$5.69M -$93.6K -1,150 -2%
LBC
747
Lowe Brockenbrough & Co
Virginia
$5.69M -$112K -1,375 -2%
SCM
748
Shelton Capital Management
Colorado
$5.69M -$93.6K -1,150 -2%
OPTFSNA
749
Old Point Trust & Financial Services N A
Virginia
$5.65M -$61.1K -750 -1%
HFS
750
Haverford Financial Services
Pennsylvania
$5.65M +$299K +3,671 +6%
28 29
30
31 32