PG icon

Procter & Gamble
PG

Overview Fund Activity

1,999 hedge funds and large institutions have $129B invested in Procter & Gamble in 2016 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 865 increasing their positions, 801 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,999
Holders Change
+47
Holders Change %
+2.41%
% of All Funds
53.35%
Holding in Top 10
336
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.8%
% of All Funds
8.97%
New
120
Increased
865
Reduced
801
Closed
54
Calls
$1.85B
Puts
$1.49B
Net Calls
+$362M
Net Calls Change
+$421M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$561M
2
American Century Companies
American Century Companies
Missouri
+$223M
3
Capital World Investors
Capital World Investors
California
+$221M
4
Goldman Sachs
Goldman Sachs
New York
+$201M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$167M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.32B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$603M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$490M
4
Invesco
Invesco
Georgia
-$203M
5
YAM
Yacktman Asset Management
Texas
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPG
1501
American Economic Planning Group
New Jersey
$918K +$47.8K +581 +5%
B
1502
Bailard
California
$915K +$915K +11,122 New
IP
1503
Isthmus Partners
Wisconsin
$914K -$32.4K -393 -3%
CS
1504
Credential Securities
$912K +$36.7K +446 +4%
RA
1505
RFG Advisory
Alabama
$905K +$263K +3,191 +41%
RAM
1506
Redmond Asset Management
Virginia
$904K +$14.1K +171 +2%
NFC
1507
Northeast Financial Consultants
Connecticut
$902K – – –
KIA
1508
Kopp Investment Advisors
Minnesota
$894K -$23.9K -290 -3%
SRSA
1509
S.R. Schill & Associates
Washington
$893K +$103K +1,248 +13%
WDL
1510
Well Done LLC
Michigan
$892K -$26.3K -320 -3%
RP
1511
Rowlandmiller & Partners
Georgia
$890K +$20.3K +247 +2%
SLG
1512
Stanley-Laman Group
Pennsylvania
$886K -$1.07M -13,027 -55%
FIM
1513
Fruth Investment Management
Texas
$885K – – –
LPT
1514
Legacy Private Trust
Wisconsin
$878K -$19.3K -234 -2%
GI
1515
Glovista Investments
New Jersey
$876K +$576 +7 +0.1%
RWA
1516
River Wealth Advisors
Pennsylvania
$874K +$11.4K +139 +1%
VWA
1517
V Wealth Advisors
Kansas
$872K +$872K +10,553 New
FWM
1518
Focused Wealth Management
New York
$871K +$447K +5,431 +106%
NVIM
1519
New Vernon Investment Management
Illinois
$870K -$338K -4,108 -28%
NFGCM
1520
Norman Fields Gottscho Capital Management
New York
$864K -$2.06K -25 -0.2%
SAM
1521
Sawgrass Asset Management
Florida
$860K -$6.17K -75 -0.7%
ZIG
1522
Zuckerman Investment Group
Illinois
$852K – – –
NEPWA
1523
New England Private Wealth Advisors
Massachusetts
$850K -$1.89K -23 -0.2%
CCWA
1524
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$850K +$850K +10,328 New
MVIP
1525
Mar Vista Investment Partners
California
$849K +$849K +10,314 New
59 60
61
62 63