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 %
LCM
1551
Liberty Capital Management
Michigan
$800K +$54.7K +664 +7%
MWM
1552
Modera Wealth Management
New Jersey
$800K +$423K +5,138 +112%
NCM
1553
Northside Capital Management
Oregon
$797K – – –
DDC
1554
Daniel Devine & Co
Florida
$796K – – –
CWP
1555
Capital Wealth Planning
Florida
$795K -$40.3K -490 -5%
EWA
1556
EP Wealth Advisors
California
$794K +$2.97K +36 +0.4%
MWM
1557
Mission Wealth Management
California
$790K +$121K +1,473 +18%
BBPWM
1558
Blue Bell Private Wealth Management
Pennsylvania
$789K – – –
AFG
1559
Albion Financial Group
Utah
$781K – – –
GCA
1560
Gideon Capital Advisors
New York
$781K +$781K +9,486 New
FM
1561
Forward Management
California
$779K +$7.9K +96 +1%
RWM
1562
RKL Wealth Management
Pennsylvania
$779K +$779K +9,461 New
BA
1563
BKS Advisors
Michigan
$778K +$65.3K +794 +9%
UF
1564
Univest Financial
Pennsylvania
$774K -$15K -182 -2%
ED
1565
Exane Derivatives
France
$774K +$22.2K +270 +3%
LWM
1566
LBA Wealth Management
Florida
$764K -$4.94K -60 -0.6%
CWM
1567
Cabot Wealth Management
Massachusetts
$762K -$202K -2,448 -21%
AF
1568
Allworth Financial
California
$762K +$22.3K +271 +3%
MSFP
1569
Mark Sheptoff Financial Planning
Connecticut
$761K -$8.23K -100 -1%
FIMG
1570
Financial & Investment Management Group
Michigan
$756K +$2.88K +35 +0.4%
ID
1571
Integral Derivatives
New York
$754K -$1.96M -23,800 -72%
FGP
1572
Foyston, Gordon, & Payne
Ontario, Canada
$754K +$14.2K +172 +2%
SIG
1573
Schooner Investment Group
Pennsylvania
$752K +$334K +4,000 +80%
VWM
1574
Vector Wealth Management
Minnesota
$749K +$54.7K +664 +8%
PLFAM
1575
Pineno Levin & Ford Asset Management
Virginia
$748K – – –
61 62
63
64 65