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Procter & Gamble
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Overview Fund Activity

1,999 hedge funds and large institutions have $129B invested in Procter & Gamble in 2016 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 865 increasing their positions, 801 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,999
Holders Change
+47
Holders Change %
+2.41%
% of All Funds
53.35%
Holding in Top 10
336
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.8%
% of All Funds
8.97%
New
120
Increased
865
Reduced
801
Closed
54
Calls
$1.85B
Puts
$1.49B
Net Calls
+$362M
Net Calls Change
+$421M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$561M
2
American Century Companies
American Century Companies
Missouri
+$223M
3
Capital World Investors
Capital World Investors
California
+$221M
4
Goldman Sachs
Goldman Sachs
New York
+$201M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$167M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.32B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$603M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$490M
4
Invesco
Invesco
Georgia
-$203M
5
YAM
Yacktman Asset Management
Texas
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1626
Becker Capital Management
Oregon
$617K +$73.8K +896 +14%
TG
1627
TLP Group
Illinois
$617K +$297K +3,608 +93%
KF
1628
Krilogy Financial
Missouri
$616K +$616K +7,483 New
EAM
1629
Evanson Asset Management
California
$615K -$23.3K -283 -4%
MWM
1630
MinichMacGregor Wealth Management
New York
$608K +$22.1K +269 +4%
JSAM
1631
J. Safra Asset Management
New York
$604K -$66.9K -814 -10%
QGM
1632
Quality Growth Management
California
$604K -$18.5K -225 -3%
MCM
1633
McRae Capital Management
New Jersey
$603K +$41.9K +509 +7%
BW
1634
Bison Wealth
Georgia
$602K -$141K -1,726 -19%
WPW
1635
Waldron Private Wealth
Pennsylvania
$601K +$44.2K +537 +8%
PCM
1636
Pointe Capital Management
Michigan
$598K – – –
ANB
1637
Amarillo National Bank
Texas
$597K -$46.2K -560 -7%
PAM
1638
Peninsula Asset Management
Florida
$596K -$38.9K -472 -6%
IA
1639
Icon Advisers
Colorado
$593K -$132K -1,600 -18%
OWP
1640
Obermeyer Wealth Partners
Colorado
$593K -$412 -5 -0.1%
LFR
1641
Lehman Financial Resources
Pennsylvania
$592K -$98.7K -1,200 -14%
HC
1642
Hourglass Capital
Texas
$592K -$1.65K -20 -0.3%
PFA
1643
Paradigm Financial Advisors
Missouri
$592K -$1.48K -18 -0.2%
CISOA
1644
Capital Investment Services of America
Wisconsin
$589K -$75.4K -917 -11%
BDF
1645
Balasa Dinverno & Foltz
$588K -$30.8K -374 -5%
DIA
1646
Dean Investment Associates
Ohio
$587K +$23.1K +281 +4%
FAG
1647
Financial Advisory Group
Texas
$586K -$29.2K -355 -5%
CSA
1648
Cottage Street Advisors
Massachusetts
$586K – – –
TCM
1649
Tradition Capital Management
New Jersey
$582K +$5.02K +61 +0.9%
CPA
1650
Capital Planning Advisors
California
$582K +$60.6K +736 +12%
64 65
66
67 68