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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 %
CFA
1801
Capstone Financial Advisors
Illinois
$335K -$55.5K -675 -14%
PCA
1802
Private Capital Advisors
Connecticut
$335K +$5.36K +65 +2%
AA
1803
Apriem Advisors
California
$334K +$264K +3,204 +377%
TFF
1804
The Family Firm
Maryland
$332K +$4.78K +58 +1%
AF
1805
Affiance Financial
Minnesota
$332K +$81.5K +990 +33%
WHI
1806
William Harris Investors
Illinois
$329K – – –
HCM
1807
Harvest Capital Management
New Hampshire
$328K – – –
FCFC
1808
First Commonwealth Financial Corp
Pennsylvania
$328K +$26.8K +325 +9%
ACM
1809
Alta Capital Management
Utah
$327K – – –
JIP
1810
Jaffetilchin Investment Partners
Florida
$325K -$4.19K -51 -1%
GAAM
1811
Guinness Atkinson Asset Management
California
$324K – – –
RPGK
1812
Retirement Planning Group (Kansas)
Kansas
$323K +$103K +1,250 +47%
PWM
1813
Perigon Wealth Management
California
$322K – – –
HS
1814
Huntington Steele
Pennsylvania
$322K +$4.94K +60 +2%
AWP
1815
Ascent Wealth Partners
New York
$318K -$10.1K -123 -3%
RVPG
1816
Relative Value Partners Group
$318K – – –
CWM
1817
Confluence Wealth Management
Oregon
$316K +$25.5K +310 +9%
WA
1818
WealthTrust-Arizona
Arizona
$316K +$49.5K +601 +19%
BFPW
1819
BOK Financial Private Wealth
Colorado
$315K – – –
WCF
1820
West Coast Financial
California
$315K +$1.07K +13 +0.3%
LP
1821
LGL Partners
Pennsylvania
$314K +$329 +4 +0.1%
CM
1822
Castleark Management
Illinois
$313K – – –
CF
1823
Corrigan Financial
Rhode Island
$312K +$312K +3,785 New
DR
1824
Davis Rea
Ontario, Canada
$311K -$24.7K -300 -7%
AOWM
1825
Alpha Omega Wealth Management
Virginia
$310K +$32.9K +400 +12%
71 72
73
74 75