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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
$2.56B
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.7B
3
Lazard Asset Management
Lazard Asset Management
New York
$732M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.78B
5
Capital International Investors
Capital International Investors
California
$1.16B

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$612M
2
ACM
Americafirst Capital Management
California
$0
3
SG Americas Securities
SG Americas Securities
New York
$23.9M
4
YAM
Yacktman Asset Management
Texas
$1.74B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
NHFG
1926
New Harbor Financial Group
Massachusetts
$31K -$7.05K -91 -19%
VIM
1927
Veritas Investment Management
United Kingdom
$31K +$31K +385 New
JIR
1928
James Investment Research
Ohio
$29K +$4.83K +60 +20%
ANBT
1929
American National Bank & Trust
Texas
$28K -$2.12M -26,470 -99%
CFA
1930
Camarda Financial Advisors
Florida
$26K +$13K +165 +101%
KKAMG
1931
Kernodle & Katon Asset Management Group
Arkansas
$26K +$26K +329 New
CG
1932
Cutler Group
California
$23K +$23K +300 New
GXMC
1933
Global X Management Company
New York
$22K – – –
CWM
1934
Cranbrook Wealth Management
Michigan
$22K – – –
GCM
1935
Grisanti Capital Management
New York
$20K – – –
JAM
1936
JCIC Asset Management
Ontario, Canada
$19K -$28.9K -360 -60%
CGH
1937
Cleary Gull Holdings
Wisconsin
$16K – – –
LWA
1938
Lowe Wealth Advisors
Maryland
$16K – – –
SFPIA
1939
Stevens First Principles Investment Advisors
California
$16K – – –
RBC
1940
Roble Belko & Company
Pennsylvania
$16K +$7.88K +97 +97%
FNBOO
1941
First National Bank of Omaha
Nebraska
$14.6K -$830 -10,454 -5%
VCAM
1942
Valentine Capital Asset Management
California
$14K +$14K +180 New
ICOM
1943
Investment Counselors of Maryland
Maryland
$13K – – –
MJRIC
1944
Mogy Joel R Investment Counsel
California
$12.1K -$109K -137,625 -90%
HWP
1945
Hefty Wealth Partners
Indiana
$12K +$12K +152 New
BCMIO
1946
Beacon Capital Management Inc (Ohio)
Ohio
$10K – – –
FMP
1947
Financial Management Professionals
Texas
$10K – – –
TCM
1948
Tanaka Capital Management
New York
$9K – – –
CWM
1949
Cedar Wealth Management
California
$5K +$5K +58 New
PCM
1950
Penserra Capital Management
California
$5K +$5K +68 New
76 77
78
79 80