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Procter & Gamble
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Overview Fund Activity

1,952 hedge funds and large institutions have $130B invested in Procter & Gamble in 2015 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 781 increasing their positions, 794 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,952
Holders Change
+76
Holders Change %
+4.05%
% of All Funds
51.26%
Holding in Top 10
306
Holding in Top 10 Change
+48
Holding in Top 10 Change %
+18.6%
% of All Funds
8.04%
New
171
Increased
781
Reduced
794
Closed
71
Calls
$1.44B
Puts
$1.5B
Net Calls
-$58.8M
Net Calls Change
+$339M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$481M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
3
Lazard Asset Management
Lazard Asset Management
New York
+$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
5
Capital International Investors
Capital International Investors
California
+$172M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.29B
2
ACM
Americafirst Capital Management
California
-$561M
3
SG Americas Securities
SG Americas Securities
New York
-$526M
4
YAM
Yacktman Asset Management
Texas
-$476M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
Name Holding Trade Value Shares
Change 		Shares
Change %
NBG
1501
Nancy B. Gardiner
$828K +$828K +10,432 New
RP
1502
Rowlandmiller & Partners
Georgia
$825K +$79.7K +1,021 +11%
NEPWA
1503
New England Private Wealth Advisors
Massachusetts
$822K -$290K -3,661 -26%
ZIG
1504
Zuckerman Investment Group
Illinois
$822K -$151K -1,900 -16%
AFIA
1505
America First Investment Advisors
Nebraska
$814K – – –
CCM
1506
Coldstream Capital Management
Washington
$813K +$55.2K +696 +7%
RCM
1507
RNC Capital Management
California
$812K +$28.7K +361 +4%
EWM
1508
Empirical Wealth Management
Washington
$808K -$1.61M -20,330 -67%
SRC
1509
Stone Run Capital
New York
$807K – – –
CWP
1510
Capital Wealth Planning
Florida
$805K +$214K +2,700 +36%
SFS
1511
Summit Financial Strategies
Ohio
$803K -$24.7K -311 -3%
CL
1512
Choreo LLC
Illinois
$801K -$5.48K -69 -0.7%
CC
1513
Cornerstone Capital
California
$801K – – –
QCMC
1514
Quantum Capital Management (California)
California
$800K -$319K -4,020 -29%
CFA
1515
CT Financial Advisors
Pennsylvania
$798K -$39.3K -495 -5%
WA
1516
WealthTrust Axiom
Pennsylvania
$797K +$159 +2 +0%
MCM
1517
Mork Capital Management
California
$794K +$794K +10,000 New
MFW
1518
Meristem Family Wealth
Minnesota
$793K +$793K +9,980 New
Manulife (Manufacturers Life Insurance)
1519
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$791K -$143K -1,798,237 -15%
CBA
1520
Coastal Bridge Advisors
Connecticut
$790K +$790K +9,951 New
MWP
1521
Moller Wealth Partners
$789K -$173K -2,175 -18%
Capstone Investment Advisors
1522
Capstone Investment Advisors
New York
$787K -$768K -9,675 -49%
PA
1523
Planning Alternatives
Michigan
$787K +$164K +2,062 +26%
SFM
1524
Signature Financial Management
Virginia
$785K -$12.9K -162 -2%
IAM
1525
Integre Asset Management
New York
$783K -$18.2K -229 -2%
59 60
61
62 63