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Procter & Gamble
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Overview Fund Activity

1,876 hedge funds and large institutions have $119B invested in Procter & Gamble in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 856 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
-15
Holders Change %
-0.79%
% of All Funds
52.43%
Holding in Top 10
258
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.15%
% of All Funds
7.21%
New
71
Increased
856
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.65B
Net Calls
-$398M
Net Calls Change
-$59.4M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$561M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$284M
3
Capital International Investors
Capital International Investors
California
+$205M
4
Goldman Sachs
Goldman Sachs
New York
+$199M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$458M
2
Morgan Stanley
Morgan Stanley
New York
-$323M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$311M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$230M
5
Citigroup
Citigroup
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPA
1626
Fieldpoint Private Advisors
New York
$405K – – –
EWM
1627
Evermay Wealth Management
Virginia
$402K -$40.1K -558 -9%
CEI
1628
Clark Estates Inc
New York
$401K – – –
BWFA
1629
Baltimore-Washington Financial Advisors
Maryland
$400K +$10.6K +147 +3%
DHFB
1630
Dixon Hubard Feinour & Brown
Virginia
$398K +$1.8K +25 +0.5%
CFA
1631
Capstone Financial Advisors
Illinois
$394K -$108K -1,496 -21%
MAM
1632
Mastrapasqua Asset Management
Tennessee
$392K -$4.68K -65 -1%
PAA
1633
Peregrine Asset Advisers
Oregon
$388K -$3.74M -51,965 -91%
Aristotle Capital Management
1634
Aristotle Capital Management
California
$385K – – –
AWA
1635
Arete Wealth Advisors
Illinois
$381K +$82.3K +1,143 +28%
SMG
1636
Spectrum Management Group
Indiana
$377K +$10.8K +150 +3%
BFA
1637
Beaumont Financial Advisors
Massachusetts
$370K – – –
CS
1638
Comerica Securities
Michigan
$370K +$61.8K +860 +20%
CPA
1639
Capital Planning Advisors
California
$370K +$67.4K +937 +22%
PCMI
1640
Paradigm Capital Management Inc
New York
$369K – – –
FWM
1641
Focused Wealth Management
New York
$369K +$4.31K +60 +1%
CAW
1642
Cornerstone Advisors (Washington)
Washington
$368K -$41.1K -571 -10%
HWA
1643
Heritage Wealth Advisors
Virginia
$368K +$22.2K +310 +6%
HHGA
1644
Halbert Hargrove Global Advisors
California
$367K -$114K -1,578 -24%
MC
1645
Montag & Caldwell
Georgia
$361K -$3.23K -45 -0.9%
PC
1646
Palo Capital
California
$361K +$61.8K +860 +21%
WHG
1647
Westwood Holdings Group
Texas
$360K – – –
PCM
1648
Pentwater Capital Management
Florida
$360K +$360K +5,000 New
CRIG
1649
Charter Research & Investment Group
Connecticut
$359K – – –
FANJ
1650
Financial Architects (New Jersey)
New Jersey
$356K +$18.4K +256 +5%
64 65
66
67 68