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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 %
DIP
1551
DT Investment Partners
Pennsylvania
$823K +$179K +2,117 +28%
RP
1552
Rowlandmiller & Partners
Georgia
$822K -$93.9K -1,108 -10%
DDC
1553
Daniel Devine & Co
Florida
$819K – – –
CWM
1554
Cabot Wealth Management
Massachusetts
$814K +$30.7K +363 +4%
SAM
1555
Shamrock Asset Management
Texas
$814K +$77.4K +915 +11%
BBPWM
1556
Blue Bell Private Wealth Management
Pennsylvania
$812K – – –
AFG
1557
Albion Financial Group
Utah
$812K +$7.88K +93 +1%
WAM
1558
Wolverine Asset Management
Illinois
$811K -$2.96M -35,000 -79%
MWM
1559
Mission Wealth Management
California
$806K -$6.44K -76 -0.8%
BSWMG
1560
Barrington Strategic Wealth Management Group
Illinois
$805K -$47.2K -558 -6%
CS
1561
Credential Securities
$801K -$138K -1,625 -15%
EWM
1562
Empirical Wealth Management
Washington
$794K +$26.8K +317 +3%
AF
1563
Allworth Financial
California
$791K +$7.12K +84 +0.9%
VWM
1564
Vector Wealth Management
Minnesota
$790K +$19.2K +226 +2%
FM
1565
Forward Management
California
$789K -$12.8K -151 -2%
LCM
1566
Liberty Capital Management
Michigan
$785K -$38.4K -453 -5%
FGP
1567
Foyston, Gordon, & Payne
Ontario, Canada
$784K +$9.31K +110 +1%
EGA
1568
Eagle Global Advisors
Texas
$780K +$50.8K +600 +7%
NVIM
1569
New Vernon Investment Management
Illinois
$779K -$115K -1,364 -13%
PIC
1570
Portland Investment Counsel
Ontario, Canada
$779K +$423K +5,000 +119%
FIMG
1571
Financial & Investment Management Group
Michigan
$778K – – –
PLFAM
1572
Pineno Levin & Ford Asset Management
Virginia
$770K – – –
SCA
1573
Stillwater Capital Advisors
Pennsylvania
$769K +$9.06K +107 +1%
GBBWRPM
1574
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$767K +$25K +296 +3%
MCM
1575
MV Capital Management
Maryland
$765K +$12.3K +145 +2%
61 62
63
64 65