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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 %
HCM
1726
Highlander Capital Management
New Jersey
$387K +$318 +4 +0.1%
BOS
1727
Bank of Stockton
California
$386K +$23.8K +300 +7%
OIM
1728
Orca Investment Management
Oregon
$384K -$2.78K -35 -0.7%
WAM
1729
Winslow Asset Management
Ohio
$383K -$5.08K -64 -1%
MPM
1730
Meritage Portfolio Management
Kansas
$382K – – –
NCM
1731
Novare Capital Management
North Carolina
$381K +$381K +4,796 New
CFA
1732
Capstone Financial Advisors
Illinois
$377K -$57.6K -726 -13%
GWS
1733
Glassman Wealth Services
Virginia
$375K +$1.35K +17 +0.4%
TIA
1734
Tiemann Investment Advisors
California
$372K -$121K -1,523 -25%
KSA
1735
Ken Stern & Associates
California
$372K -$9.78K -123 -3%
CCA
1736
Conestoga Capital Advisors
Pennsylvania
$372K – – –
AR
1737
Advisory Research
Illinois
$371K -$123K -1,552 -25%
DLHL
1738
Donald L. Hagan LLC
Florida
$371K -$9.93K -125 -3%
BFA
1739
Beaumont Financial Advisors
Massachusetts
$367K -$8.41K -106 -2%
MBI
1740
Montrusco Bolton Investments
Quebec, Canada
$366K +$366K +4,604 New
MWM
1741
Modera Wealth Management
New Jersey
$364K -$14.6K -184 -4%
F
1742
Filament
Washington
$360K +$360K +4,530 New
DWM
1743
Dakota Wealth Management
Florida
$359K – – –
SHWM
1744
Smith & Howard Wealth Management
Georgia
$358K +$3.17K +40 +0.9%
LOCC
1745
Lombard Odier & Cie (Canada)
Quebec, Canada
$357K – – –
SEC
1746
Seven Eight Capital
New York
$357K +$182K +2,300 +105%
CM
1747
Capital Management
Virginia
$353K – – –
BEC
1748
Blue Edge Capital
Virginia
$353K – – –
FCBT
1749
First Citizens Bank & Trust
North Carolina
$352K -$2.13M -26,842 -86%
TFO
1750
Tarbox Family Office
California
$352K +$159 +2 +0%
68 69
70
71 72