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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 %
JWM
1376
Jacobus Wealth Management
Wisconsin
$960K +$297K +3,653 +45%
AIC
1377
Atlantic Investment Company
Georgia
$959K – – –
FWP
1378
FAS Wealth Partners
Kansas
$959K +$959K +11,776 New
SMC
1379
Smith, Moore & Co
Missouri
$952K +$952K +11,688 New
FM
1380
Forward Management
California
$947K +$48.8K +599 +5%
PPSG
1381
Princeton Portfolio Strategies Group
New Jersey
$945K +$163K +2,000 +21%
IAS
1382
IMA Advisory Services
Colorado
$944K – – –
LCM
1383
Lucas Capital Management
New Jersey
$942K – – –
RIM
1384
Reliant Investment Management
Tennessee
$933K +$933K +11,458 New
VCM
1385
Violich Capital Management
California
$931K -$12.2K -150 -1%
MMG
1386
Monetary Management Group
Missouri
$930K +$22.4K +275 +2%
SC
1387
Savant Capital
Illinois
$928K -$4.72K -58 -0.5%
BA
1388
Bridgewater Advisors
New York
$921K +$921K +11,315 New
GHA
1389
GW Henssler & Associates
Georgia
$911K +$5.46K +67 +0.6%
PCMC
1390
Paragon Capital Management (Colorado)
Colorado
$910K – – –
OFS
1391
Orrstown Financial Services
Pennsylvania
$903K +$1.14K +14 +0.1%
YP
1392
Yellowstone Partners
Idaho
$900K +$900K +11,052 New
CC
1393
Colrain Capital
Massachusetts
$896K -$563K -6,914 -39%
AAM
1394
Aureus Asset Management
Massachusetts
$890K -$370K -4,550 -29%
PGA
1395
Portland Global Advisors
Maine
$889K – – –
BVDMP
1396
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$887K – – –
NA
1397
NSB Advisors
New York
$884K – – –
BSWMG
1398
Barrington Strategic Wealth Management Group
Illinois
$883K -$3.67K -45 -0.4%
CCA
1399
Checchi Capital Advisers
California
$883K +$883K +10,851 New
EA
1400
Emerald Advisers
Pennsylvania
$882K +$41K +503 +5%
54 55
56
57 58