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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 %
GS
1576
Girard Securities
California
$679K +$679K +8,519 New
VWM
1577
Vector Wealth Management
Minnesota
$670K -$10.3K -130 -2%
BPB
1578
Badgley, Phelps & Bell
Washington
$668K -$635 -8 -0.1%
LFR
1579
Lehman Financial Resources
Pennsylvania
$667K +$92.9K +1,170 +16%
PCIG
1580
Partners Capital Investment Group
Massachusetts
$659K +$659K +8,294 New
PIM
1581
Profit Investment Management
Maryland
$657K +$25.9K +326 +4%
MCM
1582
MV Capital Management
Maryland
$657K +$93.8K +1,181 +17%
LOAMS
1583
Lombard Odier Asset Management (Switzerland)
Switzerland
$652K – – –
SCG
1584
Sonata Capital Group
Washington
$650K – – –
DPA
1585
Delphi Private Advisors
California
$650K +$650K +8,182 New
JSAM
1586
J. Safra Asset Management
New York
$648K +$648K +8,158 New
PAS
1587
Partnervest Advisory Services
California
$645K +$62.7K +789 +11%
MWM
1588
Mission Wealth Management
California
$645K +$93.6K +1,178 +17%
CISOA
1589
Capital Investment Services of America
Wisconsin
$641K -$1.98K -25 -0.3%
BWA
1590
Burt Wealth Advisors
Maryland
$640K +$103K +1,293 +19%
BSB
1591
Bangor Savings Bank
Maine
$638K -$273K -3,445 -30%
PAWC
1592
P.A.W. Capital
Connecticut
$635K – – –
AIM
1593
Aspen Investment Management
Michigan
$630K – – –
FSA
1594
Financial Sense Advisors
California
$629K +$629K +7,915 New
HK
1595
Horizon Kinetics
New York
$627K +$83.2K +1,047 +15%
RA
1596
RFG Advisory
Alabama
$620K -$415K -5,220 -40%
ANB
1597
Amarillo National Bank
Texas
$619K -$454K -5,716 -42%
BCA
1598
Bray Capital Advisors
Florida
$618K -$7.94K -100 -1%
GIA
1599
Granite Investment Advisors
New Hampshire
$615K – – –
EAM
1600
Evanson Asset Management
California
$615K +$18.8K +237 +3%
62 63
64
65 66