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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 %
FPA
1726
Fieldpoint Private Advisors
New York
$451K – – –
KM
1727
Kalos Management
Georgia
$449K +$449K +5,457 New
AAM
1728
Aureus Asset Management
Massachusetts
$448K -$52.8K -641 -11%
FCBT
1729
First Citizens Bank & Trust
North Carolina
$444K +$79.2K +963 +22%
MAM
1730
Mastrapasqua Asset Management
Tennessee
$443K +$21.4K +260 +5%
Aristotle Capital Management
1731
Aristotle Capital Management
California
$440K – – –
AIA
1732
Allegis Investment Advisors
Idaho
$439K -$24.2K -294 -5%
WA
1733
Wealth Architects
California
$433K -$131K -1,599 -23%
SMG
1734
Spectrum Management Group
Indiana
$431K – – –
SFM
1735
Signet Financial Management
New Jersey
$430K -$102K -1,240 -19%
HHGA
1736
Halbert Hargrove Global Advisors
California
$427K +$3.13K +38 +0.7%
BCM
1737
Bluefin Capital Management
New York
$420K -$483K -5,872 -53%
FANJ
1738
Financial Architects (New Jersey)
New Jersey
$418K +$2.88K +35 +0.7%
MC
1739
Montag & Caldwell
Georgia
$414K – – –
CHA
1740
Cedar Hill Associates
Illinois
$411K -$57.6K -700 -12%
SOAMC
1741
Spirit of America Management Corp
New York
$403K – – –
OIM
1742
Orca Investment Management
Oregon
$398K – – –
VFP
1743
Verus Financial Partners
Virginia
$397K +$158K +1,925 +66%
KAM
1744
Keeley Asset Management
Illinois
$397K +$397K +4,819 New
CRIG
1745
Charter Research & Investment Group
Connecticut
$395K -$16.5K -200 -4%
MPM
1746
Meritage Portfolio Management
Kansas
$395K – – –
TIA
1747
Tiemann Investment Advisors
California
$391K +$5.52K +67 +1%
DLHL
1748
Donald L. Hagan LLC
Florida
$391K +$6.34K +77 +2%
HCM
1749
Highlander Capital Management
New Jersey
$390K -$11.1K -135 -3%
PHAM
1750
Palisades Hudson Asset Management
Florida
$390K +$86.6K +1,052 +29%
68 69
70
71 72