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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
$4.86B
2
Capital World Investors
Capital World Investors
California
$3.27B
3
State Street
State Street
Massachusetts
$9.99B
4
AIG
American International Group
New York
$348M
5
ARC
Absolute Return Capital
Massachusetts
$157M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$81.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.38B
3
Goldman Sachs
Goldman Sachs
New York
$844M
4
Norges Bank
Norges Bank
Norway
$1.68B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
1676
First Citizens Bancorporation
South Carolina
$275K -$20.1K -246 -7%
LD
1677
Lipe & Dalton
New York
$274K +$33.5K +411 +14%
BC
1678
Barnett & Company
Tennessee
$267K -$55.6K -682 -17%
ANTB
1679
AMG National Trust Bank
Colorado
$266K +$266K +3,263 New
TCOO
1680
Trust Company of Oklahoma
Oklahoma
$260K -$129K -1,590 -33%
KFA
1681
Kelleher Financial Advisors
New York
$259K – – –
AACR
1682
ACR Alpine Capital Research
Missouri
$259K – – –
GIM
1683
Greystone Investment Management
Ohio
$258K – – –
SCM
1684
Shapiro Capital Management
Georgia
$258K +$163 +2 +0.1%
NERM
1685
New England Research & Management
Illinois
$257K +$257K +3,155 New
SFM
1686
Systematic Financial Management
New Jersey
$252K – – –
SC
1687
Stratford Consulting
Texas
$251K +$1.22K +15 +0.5%
QIM
1688
Quest Investment Management
Oregon
$251K +$18.3K +225 +8%
CG
1689
Corundum Group
Colorado
$248K -$1.96K -24 -0.8%
HIS
1690
Horizon Investment Services
Indiana
$247K +$13.5K +166 +6%
BCM
1691
Blume Capital Management
California
$246K +$246K +3,025 New
FANJ
1692
Financial Architects (New Jersey)
New Jersey
$245K +$94.4K +1,161 +63%
YMRC
1693
Yorktown Management & Research Company
Virginia
$244K – – –
RVP
1694
Relative Value Partners
Illinois
$244K – – –
SEC
1695
Seven Eight Capital
New York
$244K +$244K +3,000 New
SIM
1696
Sadoff Investment Management
Wisconsin
$243K -$131K -1,609 -35%
SCP
1697
Seizert Capital Partners
Michigan
$235K – – –
BFPW
1698
BOK Financial Private Wealth
Colorado
$232K – – –
ACM
1699
Alta Capital Management
Utah
$232K +$16.6K +204 +8%
EWM
1700
Evermay Wealth Management
Virginia
$230K +$230K +2,829 New
66 67
68
69 70