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Procter & Gamble
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Overview Fund Activity

1,952 hedge funds and large institutions have $130B invested in Procter & Gamble in 2015 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 781 increasing their positions, 794 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,952
Holders Change
+76
Holders Change %
+4.05%
% of All Funds
51.26%
Holding in Top 10
306
Holding in Top 10 Change
+48
Holding in Top 10 Change %
+18.6%
% of All Funds
8.04%
New
171
Increased
781
Reduced
794
Closed
71
Calls
$1.44B
Puts
$1.5B
Net Calls
-$58.8M
Net Calls Change
+$339M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$481M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
3
Lazard Asset Management
Lazard Asset Management
New York
+$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
5
Capital International Investors
Capital International Investors
California
+$172M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.29B
2
ACM
Americafirst Capital Management
California
-$561M
3
SG Americas Securities
SG Americas Securities
New York
-$526M
4
YAM
Yacktman Asset Management
Texas
-$476M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
751
Dowling & Yahnke
California
$6.1M +$95.5K +1,203 +2%
DG
752
Davidson & Garrard
Virginia
$6.04M -$30.6K -385 -0.5%
PJSIMP
753
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.04M +$78.7K +991 +1%
UFG
754
United Fire Group
Iowa
$6.04M – – –
FBP
755
Flippin Bruce & Porter
Virginia
$6.03M +$189K +2,375 +3%
AAM
756
AR Asset Management
California
$5.99M – – –
HDE
757
Hutner Daniel Ellsworth
$5.99M +$5.99M +75,447 New
BCM
758
BTR Capital Management
California
$5.99M -$43.3K -545 -0.7%
PL
759
Perpetual Ltd
Australia
$5.97M +$1.07M +13,500 +22%
CWM
760
Concert Wealth Management
California
$5.95M +$68.7K +864 +1%
LA
761
Lynch & Associates
Indiana
$5.94M +$712K +8,963 +14%
KFP
762
Keystone Financial Planning
Ohio
$5.93M +$95K +1,196 +2%
SIG
763
Sky Investment Group
Connecticut
$5.89M -$6.43K -81 -0.1%
CPO
764
Cerity Partners OCIO
New York
$5.86M +$249K +3,132 +4%
LIM
765
Leavell Investment Management
Alabama
$5.84M +$398K +5,014 +7%
NGA
766
Naples Global Advisors
Florida
$5.83M -$63.5K -800 -1%
CPA
767
Court Place Advisors
Maryland
$5.8M +$476 +6 +0%
SCA
768
Salient Capital Advisors
Texas
$5.8M +$2.17M +27,355 +60%
EWM
769
Evercore Wealth Management
New York
$5.8M -$2.49M -31,408 -30%
FG
770
Fiduciary Group
Georgia
$5.77M +$698K +8,788 +14%
CCM
771
Cohen Capital Management
California
$5.75M – – –
HL
772
HeadInvest LLC
Maine
$5.73M -$241K -3,031 -4%
IIC
773
Ironwood Investment Counsel
Arizona
$5.73M -$18.2K -229 -0.3%
SWM
774
SVA Wealth Management
Wisconsin
$5.73M +$86K +1,083 +2%
OSNBOA
775
Old Second National Bank of Aurora
Illinois
$5.7M -$4.92K -62 -0.1%
29 30
31
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