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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
1976
Camarda Financial Advisors
Florida
$16K -$11K -134 -41%
ICOM
1977
Investment Counselors of Maryland
Maryland
$14K – – –
HWP
1978
Hefty Wealth Partners
Indiana
$12K – – –
FMP
1979
Financial Management Professionals
Texas
$11K – – –
BCMIO
1980
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
GCM
1981
Grisanti Capital Management
New York
$10K -$10K -129 -50%
TCM
1982
Tanaka Capital Management
New York
$9K – – –
FMA
1983
FNY Managed Accounts
New York
$8.23K +$8.23K +100 New
OFS
1984
Orrstown Financial Services
Pennsylvania
$8K +$8K +92 New
MIM
1985
Marco Investment Management
Georgia
$7.21K +$584 +7,100 +9%
SGAM
1986
Smith Group Asset Management
Texas
$6K -$1.66M -19,886 -100%
MUS
1987
Mitsubishi UFJ Securities
Japan
$6K +$6K +70 New
PFG
1988
Piershale Financial Group
Illinois
$5K – – –
CWM
1989
Cedar Wealth Management
California
$5K – – –
EWM
1990
Endurance Wealth Management
Rhode Island
$3.22K -$216 -2,624 -6%
SFPM
1991
Sensible Financial Planning & Management
Massachusetts
$3K – – –
MIM
1992
Macroview Investment Management
Maryland
$3K – – –
PFO
1993
Pathstone Family Office
New Jersey
$3K +$3K +31 New
CIM
1994
Contravisory Investment Management
Massachusetts
$3K +$3K +31 New
OCM
1995
One Capital Management
California
$2.29K -$109 -1,327 -5%
VIA
1996
Vident Investment Advisory
Georgia
$2.18K +$2.18K +26,536 New
WAMC
1997
Western Asset Management Company
California
$2K +$2K +18 New
DRS
1998
Deane Retirement Strategies
Louisiana
$1K -$1.05M -18,887 -100%
SLF
1999
Sun Life Financial
Ontario, Canada
$962 -$350 -4,248 -27%
HW
2000
Hancock Whitney
Mississippi
$721 +$2 +19 +0.2%
78 79
80
81 82