PG icon

Procter & Gamble
PG

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 %
BDF
1351
Balasa Dinverno & Foltz
$1.05M -$3.83K -47 -0.4%
CC
1352
Cornerstone Capital
California
$1.05M – – –
SKK
1353
Shepherd Kaplan Krochuk
Massachusetts
$1.05M – – –
CC
1354
Cognios Capital
Kansas
$1.04M +$1.04M +12,765 New
WSC
1355
Wellington Shields & Co
New York
$1.04M – – –
QGM
1356
Quality Growth Management
California
$1.04M +$1.04M +12,713 New
NAMP
1357
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.03M -$16.3K -200 -2%
ECM
1358
Endex Capital Management
Kansas
$1.03M – – –
CWM
1359
Cabot Wealth Management
Massachusetts
$1.03M -$71.4K -877 -7%
S
1360
SignatureFD
Georgia
$1.02M +$31.4K +386 +3%
GIM
1361
Greylin Investment Management
Virginia
$1.02M +$1.79K +22 +0.2%
LFG
1362
LifePlan Financial Group
Ohio
$1.01M +$6.76K +83 +0.7%
Kayne Anderson Rudnick Investment Management
1363
Kayne Anderson Rudnick Investment Management
California
$1.01M – – –
LWM
1364
LBA Wealth Management
Florida
$1.01M +$1.01M +12,343 New
I
1365
IberiaBank
Louisiana
$994K -$305K -3,746 -23%
NFGCM
1366
Norman Fields Gottscho Capital Management
New York
$994K -$16.3K -200 -2%
LWI
1367
Long Wharf Investors
Massachusetts
$990K +$10.6K +130 +1%
KC
1368
Kingfisher Capital
North Carolina
$987K -$1.23M -15,063 -55%
NAM
1369
Needelman Asset Management
California
$981K -$8.14K -100 -0.8%
VLKIM
1370
Van Lanschot Kempen Investment Management
Netherlands
$980K +$980K +12,040 New
HK
1371
Horizon Kinetics
New York
$971K +$61K +750 +7%
FPIS
1372
Financial Planning & Information Services
Wisconsin
$965K +$965K +11,859 New
MWP
1373
Moller Wealth Partners
$964K – – –
FIM
1374
Fruth Investment Management
Texas
$961K -$4.39K -54 -0.5%
CAM
1375
Cacti Asset Management
Georgia
$961K – – –
53 54
55
56 57