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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 %
TIM
1626
Tortoise Investment Management
New York
$368K -$9.7K -119 -3%
SCA
1627
STALEY CAPITAL ADVISERS
Pennsylvania
$367K -$8.14K -100 -2%
AWS
1628
Aris Wealth Services
Pennsylvania
$366K +$29.5K +362 +9%
AA
1629
Apriem Advisors
California
$363K -$48.9K -600 -12%
CM
1630
Capital Management
Virginia
$362K – – –
CAMI
1631
Concord Asset Management (Illinois)
Illinois
$362K +$40.7K +500 +13%
HHGA
1632
Halbert Hargrove Global Advisors
California
$359K -$6.52K -80 -2%
SCM
1633
Sterneck Capital Management
Missouri
$357K – – –
SNBOSD
1634
Security National Bank of So Dak
Iowa
$354K – – –
AWP
1635
Ascent Wealth Partners
New York
$353K +$353K +4,332 New
BPB
1636
Badgley, Phelps & Bell
Washington
$350K -$16.3K -200 -4%
WA
1637
WESPAC Advisors
California
$348K +$348K +4,279 New
SIG
1638
Schaller Investment Group
North Carolina
$347K – – –
AW
1639
Alpha Windward
Massachusetts
$346K +$408 +5 +0.1%
IPC
1640
Independent Portfolio Consultants
Florida
$345K +$82.3K +1,010 +31%
MWM
1641
Modera Wealth Management
New Jersey
$344K +$83K +1,019 +32%
NAM
1642
Nichols Asset Management
Massachusetts
$342K – – –
SGK
1643
Steigerwald Gordon & Koch
Virginia
$341K +$81 +1 +0%
SG
1644
Somerset Group
Minnesota
$338K -$1.61M -19,749 -83%
CAW
1645
Cornerstone Advisors (Washington)
Washington
$334K +$976 +12 +0.3%
Aristotle Capital Management
1646
Aristotle Capital Management
California
$334K +$39.5K +486 +13%
JIP
1647
Jaffetilchin Investment Partners
Florida
$330K -$8.32K -102 -2%
LIM
1648
Loudon Investment Management
New Hampshire
$329K +$329K +4,041 New
PA
1649
Parkside Advisors
California
$328K +$328K +4,030 New
PCA
1650
Private Capital Advisors
Connecticut
$326K – – –
64 65
66
67 68