PG icon

Procter & Gamble
PG

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 %
HBWM
1876
Hollow Brook Wealth Management
New York
$241K -$63K -767 -21%
CA
1877
Cortland Associates
Missouri
$241K – – –
CPA
1878
Cowen Prime Advisors
New York
$240K – – –
LI
1879
LVZ Inc
Michigan
$238K – – –
SCP
1880
Seizert Capital Partners
Michigan
$238K – – –
FAM
1881
Fenimore Asset Management
New York
$237K -$23.7K -288 -9%
SLT
1882
St Louis Trust
Missouri
$233K +$233K +2,830 New
BC
1883
Banced Corp
Illinois
$233K +$233K +2,834 New
TPWA
1884
TRUE Private Wealth Advisors
Oregon
$231K -$13.5K -164 -6%
FI
1885
FormulaFolio Investments
Michigan
$229K -$7.16K -87 -3%
LD
1886
Lipe & Dalton
New York
$226K – – –
CM
1887
Churchill Management
California
$226K +$226K +2,748 New
NCMG
1888
NCM Capital Management Group
North Carolina
$222K -$8.22K -100 -4%
AIA
1889
Arbor Investment Advisors
North Carolina
$222K – – –
KIM
1890
Karpus Investment Management
New York
$221K – – –
APSP
1891
Asset Planning Services (Pennsylvania)
Pennsylvania
$218K +$214K +2,600 +4,815%
AIA
1892
AIMZ Investment Advisors
California
$215K – – –
RCM
1893
Rotella Capital Management
Washington
$215K +$215K +2,607 New
WWM
1894
Willingdon Wealth Management
North Carolina
$215K +$215K +2,615 New
SIM
1895
Sterling Investment Management
Arizona
$214K -$76.3K -929 -26%
BFIC
1896
Bedell Frazier Investment Counselling
California
$214K -$32.1K -390 -13%
FHC
1897
Forest Hill Capital
Arkansas
$211K – – –
HCM
1898
HM Capital Management
Missouri
$211K +$82 +1 +0%
BFG
1899
Bouchey Financial Group
New York
$211K +$165 +2 +0.1%
ST
1900
Sentinel Trust
Texas
$210K +$210K +2,552 New
74 75
76
77 78