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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 %
GKIM
1426
GW&K Investment Management
Massachusetts
$816K -$24.4K -300 -3%
Envestnet Asset Management
1427
Envestnet Asset Management
Illinois
$814K -$125K -1,532 -13%
SIC
1428
Starr International Company
Switzerland
$814K – – –
GHAM
1429
Gilman Hill Asset Management
Connecticut
$813K -$20.4K -250 -2%
HW
1430
Hancock Whitney
Mississippi
$803K – – –
UBV
1431
United Bank (Virginia)
Virginia
$798K -$22.4K -275 -3%
HIM
1432
Hermes Investment Management
United Kingdom
$798K – – –
BWFA
1433
Baltimore-Washington Financial Advisors
Maryland
$796K +$551K +6,766 +225%
WA
1434
WealthTrust Axiom
Pennsylvania
$792K +$53.2K +654 +7%
GAG
1435
GM Advisory Group
New York
$786K +$786K +9,652 New
RIG
1436
Roosevelt Investment Group
New York
$783K +$20.3K +249 +3%
WA
1437
Winfield Associates
Ohio
$782K +$782K +9,602 New
BBNB
1438
Baker Boyer National Bank
Washington
$781K -$1.31M -16,105 -63%
LOCC
1439
Lombard Odier & Cie (Canada)
Quebec, Canada
$781K +$781K +9,590 New
BBPWM
1440
Blue Bell Private Wealth Management
Pennsylvania
$781K +$781K +9,590 New
MPWT
1441
MassMutual Private Wealth & Trust
Connecticut
$776K +$776K +9,533 New
CCM
1442
Coldstream Capital Management
Washington
$775K +$16.4K +202 +2%
PO
1443
Private Ocean
California
$775K +$775K +9,516 New
KIA
1444
Kopp Investment Advisors
Minnesota
$765K -$20.5K -252 -3%
KF
1445
Kopp Funds
Wisconsin
$765K +$765K +9,396 New
TCM
1446
Tradition Capital Management
New Jersey
$760K -$128K -1,567 -14%
BL
1447
BCWM LLC
Kansas
$760K -$55.5K -682 -7%
FFA
1448
First Foundation Advisors
California
$759K -$929K -11,403 -55%
TAM
1449
Todd Asset Management
Kentucky
$756K -$20K -246 -3%
RHDIC
1450
R.H. Dinel Investment Counsel
California
$752K +$752K +9,237 New
56 57
58
59 60