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Procter & Gamble
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Overview Fund Activity

1,994 hedge funds and large institutions have $135B invested in Procter & Gamble in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 818 increasing their positions, 860 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,994
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
53.29%
Holding in Top 10
335
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.3%
% of All Funds
8.95%
New
82
Increased
818
Reduced
860
Closed
67
Calls
$2.04B
Puts
$1.78B
Net Calls
+$265M
Net Calls Change
-$97.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Vanguard Group
Vanguard Group
Pennsylvania
$14.2B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$821M
4
BFA
BlackRock Fund Advisors
California
$3.21B
5
Invesco
Invesco
Georgia
$1.05B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$77.6M
2
BA
BlackRock Advisors
Delaware
$650M
3
Goldman Sachs
Goldman Sachs
New York
$1.02B
4
LPL Financial
LPL Financial
California
$7.02M
5
State Street
State Street
Massachusetts
$9.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
AACR
1726
ACR Alpine Capital Research
Missouri
$434K +$177K +2,090 +69%
BWM
1727
BerganKDV Wealth Management
Minnesota
$433K +$33.9K +400 +8%
KM
1728
Kalos Management
Georgia
$429K -$32.8K -388 -7%
VFP
1729
Verus Financial Partners
Virginia
$428K +$19.1K +225 +5%
WA
1730
WESPAC Advisors
California
$427K +$162K +1,910 +61%
MC
1731
Montag & Caldwell
Georgia
$425K – – –
AAM
1732
Aureus Asset Management
Massachusetts
$424K -$37K -437 -8%
WA
1733
Wealth Architects
California
$423K -$22.8K -269 -5%
BOS
1734
Bank of Stockton
California
$422K -$68K -803 -14%
FSCM
1735
Front Street Capital Management
Montana
$419K +$419K +4,945 New
CRIG
1736
Charter Research & Investment Group
Connecticut
$414K +$8.21K +97 +2%
OIM
1737
Orca Investment Management
Oregon
$409K – – –
MPM
1738
Meritage Portfolio Management
Kansas
$406K – – –
HR
1739
Howe & Rusling
New York
$406K +$22K +260 +6%
IOOF
1740
Independent Order of Foresters
Ontario, Canada
$404K -$101K -1,190 -20%
AW
1741
Alpha Windward
Massachusetts
$403K +$46.8K +553 +13%
TIA
1742
Tiemann Investment Advisors
California
$402K +$169 +2 +0%
HCM
1743
Highlander Capital Management
New Jersey
$401K – – –
WAM
1744
Winslow Asset Management
Ohio
$400K – – –
PCMI
1745
Paradigm Capital Management Inc
New York
$398K – – –
PAA
1746
Peregrine Asset Advisers
Oregon
$398K – – –
MFWM
1747
Motley Fool Wealth Management
Virginia
$396K +$396K +4,675 New
MCM
1748
Moore Capital Management
New York
$394K +$394K +4,648 New
CM
1749
Churchill Management
California
$393K +$161K +1,899 +69%
DLHL
1750
Donald L. Hagan LLC
Florida
$391K -$10.7K -127 -3%
68 69
70
71 72