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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 %
NA
1626
Nottingham Advisors
New York
$563K +$65.1K +820 +13%
EA
1627
Elm Advisors
California
$561K +$23.2K +292 +4%
JFA
1628
JNBA Financial Advisors
Minnesota
$561K +$67.5K +850 +14%
VIMU
1629
Veritas Investment Management (UK)
United Kingdom
$558K – – –
MWM
1630
MinichMacGregor Wealth Management
New York
$558K +$558K +7,127 New
LRIC
1631
Long Road Investment Counsel
Michigan
$557K – – –
TCM
1632
Tradition Capital Management
New Jersey
$557K +$476 +6 +0.1%
SCA
1633
Sippican Capital Advisors
Massachusetts
$555K – – –
CG
1634
Caprock Group
Idaho
$551K -$155K -1,945 -22%
BA
1635
Birinyi Associates
Connecticut
$550K -$538K -6,766 -49%
KS
1636
Karpas Strategies
Connecticut
$548K – – –
BHB
1637
Bank Hapoalim BM
Israel
$547K +$89.3K +1,125 +20%
WA
1638
Wealth Architects
California
$545K -$31.3K -394 -5%
DIA
1639
Dean Investment Associates
Ohio
$544K +$159 +2 +0%
CSA
1640
Cottage Street Advisors
Massachusetts
$544K +$544K +7,125 New
MCM
1641
McRae Capital Management
New Jersey
$542K – – –
ACM
1642
Axel Capital Management
New York
$540K – – –
WPW
1643
Waldron Private Wealth
Pennsylvania
$537K -$95.8K -1,208 -15%
Westfield Capital Management
1644
Westfield Capital Management
Massachusetts
$537K – – –
SCA
1645
STALEY CAPITAL ADVISERS
Pennsylvania
$535K +$31.8K +400 +6%
ECM
1646
EagleClaw Capital Management
Massachusetts
$534K -$42.9K -540 -7%
DI
1647
Diligent Investors
California
$531K -$3.97K -50 -0.7%
SIM
1648
SSI Investment Management
California
$531K – – –
BRWM
1649
B. Riley Wealth Management
Tennessee
$528K -$19.5K -246 -4%
TA
1650
Tiedemann Advisors
New York
$527K +$15.9K +200 +3%
64 65
66
67 68