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Procter & Gamble
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Overview Fund Activity

1,994 hedge funds and large institutions have $135B invested in Procter & Gamble in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 818 increasing their positions, 860 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,994
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
53.29%
Holding in Top 10
335
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.3%
% of All Funds
8.95%
New
82
Increased
818
Reduced
860
Closed
67
Calls
$2.04B
Puts
$1.78B
Net Calls
+$265M
Net Calls Change
-$97.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$257M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$208M
4
BFA
BlackRock Fund Advisors
California
+$166M
5
Invesco
Invesco
Georgia
+$165M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.55B
2
BA
BlackRock Advisors
Delaware
-$187M
3
Goldman Sachs
Goldman Sachs
New York
-$180M
4
LPL Financial
LPL Financial
California
-$144M
5
State Street
State Street
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1501
Redmond Asset Management
Virginia
$935K +$4.74K +56 +0.5%
SWM
1502
Segment Wealth Management
Texas
$933K -$43.8K -517 -4%
CCM
1503
Coldstream Capital Management
Washington
$930K -$36.1K -426 -4%
NFC
1504
Northeast Financial Consultants
Connecticut
$928K – – –
KWMG
1505
King Wealth Management Group
Florida
$926K +$76.8K +907 +9%
MWM
1506
Modera Wealth Management
New Jersey
$926K +$104K +1,223 +13%
CIA
1507
Capital Impact Advisors
Massachusetts
$923K +$923K +10,899 New
NFGCM
1508
Norman Fields Gottscho Capital Management
New York
$920K +$31.7K +375 +4%
WDL
1509
Well Done LLC
Michigan
$918K – – –
KJHP
1510
K.J. Harrison & Partners
Ontario, Canada
$914K -$102K -1,200 -10%
IAA
1511
Ironsides Asset Advisors
North Carolina
$913K -$801K -9,461 -47%
AEPG
1512
American Economic Planning Group
New Jersey
$903K -$41.9K -495 -4%
LPT
1513
Legacy Private Trust
Wisconsin
$903K – – –
SFM
1514
Signature Financial Management
Virginia
$903K +$68K +804 +8%
KIA
1515
Kopp Investment Advisors
Minnesota
$902K -$16.9K -200 -2%
FWM
1516
Focused Wealth Management
New York
$901K +$5.42K +64 +0.6%
RWA
1517
River Wealth Advisors
Pennsylvania
$898K -$1.1K -13 -0.1%
SFPIA
1518
Stevens First Principles Investment Advisors
California
$890K +$873K +10,305 +5,127%
IP
1519
Isthmus Partners
Wisconsin
$888K -$51.4K -607 -5%
ZIG
1520
Zuckerman Investment Group
Illinois
$878K +$2.03K +24 +0.2%
NEPWA
1521
New England Private Wealth Advisors
Massachusetts
$877K +$2.79K +33 +0.3%
CC
1522
Cornerstone Capital
California
$877K +$23.3K +275 +3%
SFS
1523
Summit Financial Strategies
Ohio
$876K +$25.5K +301 +3%
AIM
1524
Acropolis Investment Management
Missouri
$874K -$133K -1,570 -13%
VWA
1525
V Wealth Advisors
Kansas
$874K -$16.7K -198 -2%
59 60
61
62 63