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 %
TIA
1501
Tiemann Investment Advisors
California
$605K +$605K +7,426 New
CA
1502
Capital Advantage
California
$604K +$604K +7,417 New
RPGK
1503
Retirement Planning Group (Kansas)
Kansas
$600K +$106K +1,299 +21%
Edgewood Management
1504
Edgewood Management
Connecticut
$597K – – –
SFM
1505
Signature Financial Management
Virginia
$593K – – –
LFR
1506
Lehman Financial Resources
Pennsylvania
$593K – – –
CFA
1507
Cahill Financial Advisors
Minnesota
$585K +$585K +7,177 New
MCM
1508
McRae Capital Management
New Jersey
$584K – – –
TDC
1509
Thompson Davis & Co
Virginia
$584K +$584K +7,173 New
ZIG
1510
Zuckerman Investment Group
Illinois
$583K +$48.1K +591 +9%
EML
1511
Eos Management LP
New York
$582K – – –
Manulife (Manufacturers Life Insurance)
1512
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$577K +$729 +8,956 +0.1%
NA
1513
Navellier & Associates
Nevada
$576K -$6.91K -85 -1%
SCP
1514
Sandhill Capital Partners
New York
$576K +$45.2K +555 +9%
NIM
1515
NuWave Investment Management
New Jersey
$575K +$563K +6,924 +4,678%
AAM
1516
Autus Asset Management
Arizona
$567K -$55.1K -677 -9%
HCM
1517
Harvest Capital Management
New Hampshire
$567K – – –
PTC
1518
Provident Trust Company
Wisconsin
$565K -$71.1K -874 -11%
EA
1519
Elm Advisors
California
$562K +$562K +6,908 New
BC
1520
Banced Corp
Illinois
$560K -$51.3K -630 -8%
CL
1521
CPWM LLC
Washington
$559K -$40.1K -492 -7%
Westfield Capital Management
1522
Westfield Capital Management
Massachusetts
$558K – – –
EWM
1523
Empirical Wealth Management
Washington
$556K -$7.41K -91 -1%
PCM
1524
Perritt Capital Management
Illinois
$554K -$1.63K -20 -0.3%
MWNA
1525
Marshall Wace North America
New York
$554K +$554K +6,800 New
59 60
61
62 63