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Procter & Gamble
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Overview Fund Activity

1,650 hedge funds and large institutions have $122B invested in Procter & Gamble in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 616 increasing their positions, 792 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
-9
Holders Change %
-0.54%
% of All Funds
53.52%
Holding in Top 10
318
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-11.91%
% of All Funds
10.31%
New
57
Increased
616
Reduced
792
Closed
51
Calls
$3.97B
Puts
$2.12B
Net Calls
+$1.85B
Net Calls Change
+$112M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$219M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$159M
4
Capital World Investors
Capital World Investors
California
+$151M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$524M
2
PSCM
Pershing Square Capital Management
New York
-$515M
3
SAC
Smith Affiliated Capital
New York
-$235M
4
State Street
State Street
Massachusetts
-$234M
5
SCM
Scout Capital Management
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
1501
Verus Financial Partners
Virginia
$370K -$21.5K -284 -5%
FHC
1502
First Houston Capital
Texas
$370K +$370K +4,900 New
NFG
1503
Nadler Financial Group
Illinois
$366K -$7.33K -97 -2%
TCOO
1504
Trust Company of Oklahoma
Oklahoma
$361K -$237K -3,134 -40%
HH
1505
Hilltop Holdings
Texas
$358K +$358K +4,727 New
AIM
1506
ARGA Investment Management
Connecticut
$355K – – –
PAA
1507
Peregrine Asset Advisers
Oregon
$353K -$75.5K -998 -18%
LIM
1508
Lathrop Investment Management
Arkansas
$353K +$40.9K +541 +13%
TIM
1509
Tortoise Investment Management
New York
$350K – – –
SCA
1510
STALEY CAPITAL ADVISERS
Pennsylvania
$348K – – –
KS
1511
Karpas Strategies
Connecticut
$348K – – –
SIM
1512
Sadoff Investment Management
Wisconsin
$348K +$122K +1,618 +54%
DIA
1513
Dean Investment Associates
Ohio
$345K +$37.2K +491 +12%
MG
1514
MDE Group
New Jersey
$345K +$58.6K +776 +20%
BPB
1515
Badgley, Phelps & Bell
Washington
$341K +$38.8K +513 +13%
HHGA
1516
Halbert Hargrove Global Advisors
California
$339K -$1.21K -16 -0.4%
AWMS
1517
Advocacy Wealth Management Services
Georgia
$337K +$127K +1,618 +60%
CM
1518
Capital Management
Virginia
$336K -$184K -2,430 -35%
AIS
1519
APG Investment Services
Netherlands
$333K – – –
SCM
1520
Sterneck Capital Management
Missouri
$331K -$121K -1,600 -27%
SNBOSD
1521
Security National Bank of So Dak
Iowa
$328K – – –
DBT
1522
Dubuque Bank & Trust
Iowa
$324K +$35.5K +470 +12%
SIG
1523
Schaller Investment Group
North Carolina
$322K – – –
DIP
1524
DT Investment Partners
Pennsylvania
$322K +$322K +4,268 New
AW
1525
Alpha Windward
Massachusetts
$321K -$375K -4,954 -54%
59 60
61
62 63