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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 %
HFM
1526
Hartford Financial Management
Connecticut
$779K -$7.54K -95 -1%
NCM
1527
Northside Capital Management
Oregon
$769K – – –
DDC
1528
Daniel Devine & Co
Florida
$768K – – –
PVWM
1529
Point View Wealth Management
New Jersey
$766K +$261K +3,279 +52%
SRSA
1530
S.R. Schill & Associates
Washington
$763K -$13K -164 -2%
EWA
1531
EP Wealth Advisors
California
$763K +$98K +1,234 +15%
ESCM
1532
Echo Street Capital Management
New York
$762K -$6.16M -77,575 -89%
BBPWM
1533
Blue Bell Private Wealth Management
Pennsylvania
$762K – – –
UF
1534
Univest Financial
Pennsylvania
$761K +$30.6K +385 +4%
PL
1535
Plancorp LLC
Missouri
$758K -$238K -3,000 -24%
SCA
1536
Stillwater Capital Advisors
Pennsylvania
$758K -$72.4K -912 -9%
HI
1537
Hudock Inc
Pennsylvania
$757K -$11.7K -148 -2%
TAM
1538
Todd Asset Management
Kentucky
$757K +$8.11K +102 +1%
AFG
1539
Albion Financial Group
Utah
$754K -$11.3K -142 -1%
CFP
1540
Cornerstone Financial Partners
North Carolina
$746K +$746K +9,400 New
FM
1541
Forward Management
California
$744K -$685K -8,636 -48%
LWM
1542
LBA Wealth Management
Florida
$742K -$31.4K -395 -4%
MSFP
1543
Mark Sheptoff Financial Planning
Connecticut
$742K – – –
PIM
1544
Parasol Investment Management
Illinois
$741K -$34.5K -435 -4%
JGIA
1545
Jackson Grant Investment Advisers
Connecticut
$741K +$741K +9,335 New
CCM
1546
CrestPoint Capital Management
Missouri
$739K +$23.8K +300 +3%
BCP
1547
Berkeley Capital Partners
Georgia
$738K +$738K +9,293 New
KWMG
1548
King Wealth Management Group
Florida
$733K -$6.91K -87 -0.9%
WCBA
1549
Weaver C. Barksdale & Associates
Tennessee
$731K – – –
FIMG
1550
Financial & Investment Management Group
Michigan
$727K -$63.5K -800 -8%
60 61
62
63 64