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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 %
Harris Associates
1451
Harris Associates
Illinois
$750K – – –
WCBA
1452
Weaver C. Barksdale & Associates
Tennessee
$749K +$109K +1,343 +17%
BAM
1453
Banta Asset Management
California
$747K +$4.48K +55 +0.6%
AEPG
1454
American Economic Planning Group
New Jersey
$745K +$5.29K +65 +0.7%
HFM
1455
Hartford Financial Management
Connecticut
$742K -$7.73K -95 -1%
SRC
1456
Stone Run Capital
New York
$740K +$740K +9,160 New
ST
1457
Semper Trust
Pennsylvania
$739K -$16.3K -200 -2%
BSB
1458
Bangor Savings Bank
Maine
$733K +$82.8K +1,017 +13%
CFSG
1459
Community Financial Services Group
Vermont
$729K -$32.5K -400 -4%
RA
1460
Rational Advisors
New York
$724K -$5.94K -73 -0.8%
JMH
1461
J.M. Hartwell
New York
$720K – – –
BFA
1462
Beaumont Financial Advisors
Massachusetts
$716K +$131K +1,605 +22%
CNAM
1463
Campbell Newman Asset Management
Wisconsin
$713K -$12M -147,236 -94%
HBWM
1464
Hollow Brook Wealth Management
New York
$700K +$48.8K +600 +7%
PAM
1465
Peninsula Asset Management
Florida
$698K -$32.6K -400 -4%
TFO
1466
Tarbox Family Office
California
$695K +$695K +8,551 New
VWM
1467
Vector Wealth Management
Minnesota
$690K -$6.43K -79 -0.9%
G
1468
GlobalBridge
Minnesota
$689K -$144K -1,766 -17%
WRM
1469
Weybosset Research & Management
Rhode Island
$686K +$40.8K +502 +6%
RU
1470
RobecoSam USA
New York
$685K +$52.7K +648 +8%
PAWC
1471
P.A.W. Capital
Connecticut
$684K +$32.6K +400 +5%
FIMG
1472
Financial & Investment Management Group
Michigan
$683K +$211K +2,591 +45%
WCM
1473
Windsor Capital Management
Arizona
$679K +$15.5K +190 +2%
TCM
1474
Tradewinds Capital Management
Washington
$679K +$679K +8,338 New
PNAA
1475
Pictet North America Advisors
Switzerland
$678K +$678K +8,330 New
57 58
59
60 61