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Procter & Gamble
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Overview Fund Activity

1,794 hedge funds and large institutions have $133B invested in Procter & Gamble in 2013 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 585 increasing their positions, 824 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,794
Holders Change
+144
Holders Change %
+8.73%
% of All Funds
52.11%
Holding in Top 10
344
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.18%
% of All Funds
9.99%
New
206
Increased
585
Reduced
824
Closed
41
Calls
$5.03B
Puts
$2.29B
Net Calls
+$2.74B
Net Calls Change
+$888M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$629M
2
Capital World Investors
Capital World Investors
California
+$427M
3
State Street
State Street
Massachusetts
+$374M
4
AIG
American International Group
New York
+$247M
5
ARC
Absolute Return Capital
Massachusetts
+$120M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$230M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
3
Goldman Sachs
Goldman Sachs
New York
-$160M
4
Norges Bank
Norges Bank
Norway
-$157M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1601
Sheets Smith Wealth Management
North Carolina
$404K -$16K -197 -4%
WCM Investment Management
1602
WCM Investment Management
California
$403K +$81 +1 +0%
HH
1603
Hilltop Holdings
Texas
$400K +$15.5K +191 +4%
WCF
1604
West Coast Financial
California
$400K +$95.9K +1,560 +32%
VFP
1605
Verus Financial Partners
Virginia
$399K +$244 +3 +0.1%
BEC
1606
Blue Edge Capital
Virginia
$398K +$398K +4,893 New
DIA
1607
Dean Investment Associates
Ohio
$398K +$27.2K +334 +7%
WIC
1608
Wood Investment Counsel
Colorado
$394K -$55.5K -682 -12%
MG
1609
MDE Group
New Jersey
$394K +$22K +270 +6%
ASC
1610
Atalanta Sosnoff Capital
New York
$393K +$393K +4,825 New
EAM
1611
Evanson Asset Management
California
$393K +$393K +4,830 New
FHC
1612
First Houston Capital
Texas
$391K -$8.15K -100 -2%
AAM
1613
Azzad Asset Management
Virginia
$388K -$256K -3,142 -40%
CP
1614
Camelot Portfolios
Ohio
$387K -$80.9K -995 -17%
NFG
1615
Nadler Financial Group
Illinois
$387K -$7.49K -92 -2%
CCM
1616
Carlson Capital Management
Minnesota
$386K -$27.7K -341 -7%
AIM
1617
ARGA Investment Management
Connecticut
$382K – – –
PAA
1618
Peregrine Asset Advisers
Oregon
$380K – – –
IF
1619
IRON Financial
Illinois
$375K +$375K +4,609 New
KS
1620
Karpas Strategies
Connecticut
$374K – – –
PAS
1621
Partnervest Advisory Services
California
$374K +$35.6K +438 +11%
ACM
1622
Alpha Capital Management
Texas
$373K -$82.2K -1,010 -18%
LIM
1623
Lathrop Investment Management
Arkansas
$372K -$7.98K -98 -2%
VC
1624
Vicus Capital
Pennsylvania
$372K +$372K +4,575 New
RFA
1625
Reilly Financial Advisors
California
$370K -$54.8K -673 -13%
63 64
65
66 67