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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 %
IG
1651
Ithaka Group
Virginia
$326K – – –
WHI
1652
William Harris Investors
Illinois
$325K -$79.2K -975 -20%
BIM
1653
Baldwin Investment Management
Pennsylvania
$317K -$20.4K -250 -6%
TFCP
1654
Twin Focus Capital Partners
Massachusetts
$316K +$16.3K +200 +5%
VA
1655
Valmark Advisers
Ohio
$312K +$5.62K +69 +2%
DTL
1656
Dynamic Technology Lab
Singapore
$309K +$309K +3,800 New
SAM
1657
Sawgrass Asset Management
Florida
$308K -$5.62K -69 -2%
HJA
1658
Hugh Johnson Advisors
New York
$306K -$11.2K -137 -4%
CAM
1659
Chesapeake Asset Management
New York
$302K -$2.03K -25 -0.7%
HCM
1660
Highlander Capital Management
New Jersey
$301K +$158K +1,936 +110%
CMANY
1661
Capital Management Associates (New York)
New York
$301K -$8.14K -100 -3%
PM
1662
Parametrica Management
Hong Kong
$300K +$300K +3,686 New
Rafferty Asset Management
1663
Rafferty Asset Management
New York
$299K +$299K +3,673 New
DBT
1664
Dubuque Bank & Trust
Iowa
$298K -$50.4K -620 -14%
MIC
1665
Meridian Investment Counsel
California
$297K +$297K +3,650 New
WPW
1666
Waldron Private Wealth
Pennsylvania
$297K +$297K +3,652 New
CCS
1667
Crosspoint Capital Strategies
California
$296K +$296K +3,778 New
AC
1668
Alexandria Capital
Virginia
$295K – – –
RMC
1669
Regis Management Company
California
$290K -$27.4K -336 -9%
NCM
1670
Novare Capital Management
North Carolina
$289K -$54.9K -675 -16%
SIM
1671
Sterling Investment Management
Arizona
$287K – – –
CCM
1672
Carderock Capital Management
Maryland
$283K +$6.68K +82 +2%
GGPS
1673
Gary Goldberg Planning Services
New York
$282K -$245 -3 -0.1%
SCCM
1674
Schafer Cullen Capital Management
New York
$281K – – –
GCA
1675
Guardian Capital Advisors
Ontario, Canada
$281K +$8.64K +109 +3%
65 66
67
68 69