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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 %
ARMT
1226
Amica Retiree Medical Trust
Rhode Island
$1.65M +$1.65M +20,294 New
BSW
1227
Buckingham Strategic Wealth
Missouri
$1.65M +$8.14K +100 +0.5%
SIMM
1228
Stillwater Investment Management (Minnesota)
Minnesota
$1.64M +$1.64M +20,197 New
CC
1229
Cadinha & Co
Hawaii
$1.64M -$267K -3,280 -14%
SSIA
1230
Spero-Smith Investment Advisers
Ohio
$1.64M -$71.6K -880 -4%
MBT
1231
Monroe Bank & Trust
Michigan
$1.64M +$32.8K +403 +2%
CGI
1232
CI Global Investments
California
$1.63M – – –
KPCM
1233
Kings Point Capital Management
New York
$1.62M -$26.9K -330 -2%
ALA
1234
Atherton Lane Advisers
California
$1.61M -$48.1K -591 -3%
ZAM
1235
Zevin Asset Management
Massachusetts
$1.59M -$6.11K -75 -0.4%
SAM
1236
SignalPoint Asset Management
Missouri
$1.59M +$488K +5,988 +44%
HSA
1237
HBK Sorce Advisory
Pennsylvania
$1.59M -$45K -553 -3%
EWA
1238
Exencial Wealth Advisors
Oklahoma
$1.59M +$51.8K +654 +3%
B
1239
Bellecapital
Switzerland
$1.57M +$1.57M +19,335 New
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$1.57M +$170K +2,092 +12%
RPA
1241
Rock Point Advisors
Vermont
$1.56M -$38.3K -470 -2%
MCWS
1242
McKinley Carter Wealth Services
West Virginia
$1.55M -$111K -1,362 -7%
AB
1243
AT Bancorp
Iowa
$1.55M -$1.92M -23,542 -55%
WCM
1244
Weik Capital Management
Pennsylvania
$1.54M -$20.4K -250 -1%
JFGIW
1245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53M -$1.47M -18,075 -49%
LJAC
1246
L.J. Altfest & Co
New York
$1.53M +$1.53M +18,825 New
PC
1247
Pecaut & Co
Iowa
$1.53M +$1.53M +18,797 New
SFSIG
1248
San Francisco Sentry Investment Group
California
$1.53M -$10.9K -134 -0.7%
PG
1249
Proffitt & Goodson
Tennessee
$1.52M +$1.55K +19 +0.1%
WOC
1250
West Oak Capital
California
$1.51M -$4.89K -60 -0.3%
48 49
50
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