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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 %
WIP
1701
Wellesley Investment Partners
Massachusetts
$431K +$431K +5,430 New
CPIG
1702
Chicago Partners Investment Group
Illinois
$430K +$126K +1,581 +41%
ST
1703
Semper Trust
Pennsylvania
$429K +$429K +5,400 New
CP
1704
Camelot Portfolios
Ohio
$427K +$61.3K +772 +17%
KP
1705
Keel Point
Alabama
$426K +$426K +5,362 New
Aristotle Capital Management
1706
Aristotle Capital Management
California
$425K – – –
PV
1707
Private Vista
Illinois
$425K +$425K +5,612 New
AWA
1708
Arete Wealth Advisors
Illinois
$424K +$3.26K +41 +0.8%
PC
1709
Palo Capital
California
$418K +$19.1K +240 +5%
SMG
1710
Spectrum Management Group
Indiana
$416K – – –
RIG
1711
Renaissance Investment Group
Massachusetts
$413K +$129K +1,619 +45%
FWM
1712
Focused Wealth Management
New York
$409K +$874 +11 +0.2%
HHGA
1713
Halbert Hargrove Global Advisors
California
$409K +$4.68K +59 +1%
LGC
1714
Laurel Grove Capital
California
$409K +$27.8K +350 +7%
PCMI
1715
Paradigm Capital Management Inc
New York
$408K – – –
ZCA
1716
Zeke Capital Advisors
Pennsylvania
$407K -$66.1K -833 -14%
MAM
1717
Mastrapasqua Asset Management
Tennessee
$407K -$25.4K -320 -6%
CAW
1718
Cornerstone Advisors (Washington)
Washington
$407K +$556 +7 +0.1%
FANJ
1719
Financial Architects (New Jersey)
New Jersey
$401K +$8.26K +104 +2%
MC
1720
Montag & Caldwell
Georgia
$399K – – –
CRIG
1721
Charter Research & Investment Group
Connecticut
$397K – – –
USGIU
1722
U.S. Global Investors (USGI)
Texas
$397K +$183K +2,300 +85%
SIG
1723
Schooner Investment Group
Pennsylvania
$392K -$1.37M -17,500 -78%
IT
1724
Independence Trust
Tennessee
$390K +$9.54K +120 +3%
SOAMC
1725
Spirit of America Management Corp
New York
$389K – – –
67 68
69
70 71