PG icon

Procter & Gamble
PG

Overview Fund Activity

2,058 hedge funds and large institutions have $130B invested in Procter & Gamble in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 768 increasing their positions, 917 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,058
Holders Change
+63
Holders Change %
+3.16%
% of All Funds
51.53%
Holding in Top 10
262
Holding in Top 10 Change
-132
Holding in Top 10 Change %
-33.5%
% of All Funds
6.56%
New
195
Increased
768
Reduced
917
Closed
98
Calls
$1.62B
Puts
$2.43B
Net Calls
-$811M
Net Calls Change
-$1.83B

Top Buyers

1
TFM
Trian Fund Management
New York
$539M
2
Vanguard Group
Vanguard Group
Pennsylvania
$14.9B
3
Morgan Stanley
Morgan Stanley
New York
$1.41B
4
Asset Management One
Asset Management One
Japan
$381M
5
UBS Group
UBS Group
Switzerland
$1B

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$134M
3
PCM
Pentwater Capital Management
Florida
$0
4
BCM
Bluefin Capital Management
New York
$2.01M
5
HHC
Hutchin Hill Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WHI
1976
William Harris Investors
Illinois
$202K -$135K -1,600 -40%
FNBOH
1977
First National Bank of Hutchinson
Kansas
$201K +$201K +2,385 New
NWM
1978
Northwest Wealth Management
Iowa
$201K +$201K +2,390 New
SHJ
1979
Sharkey, Howes & Javer
Colorado
$195K – – –
LA
1980
Legacy Advisors
Pennsylvania
$190K +$190K +2,265 New
WA
1981
Winfield Associates
Ohio
$189K +$2.44K +29 +1%
TG
1982
TLP Group
Illinois
$188K +$66.4K +789 +55%
RWG
1983
Regal Wealth Group
California
$185K – – –
BWM
1984
Baystate Wealth Management
Massachusetts
$183K +$183K +2,167 New
DIA
1985
Davidson Investment Advisors
Montana
$181K +$64.6K +775 +56%
AIM
1986
Arcadia Investment Management
Michigan
$172K -$41.3K -492 -19%
CCMW
1987
Cypress Capital Management (Wyoming)
Wyoming
$156K – – –
BAMCO Inc
1988
BAMCO Inc
New York
$151K – – –
AIM
1989
Acrospire Investment Management
Illinois
$151K +$151K +1,800 New
JWM
1990
Janiczek Wealth Management
Colorado
$149K +$149K +1,777 New
BIMC
1991
Benson Investment Management Company
Virginia
$147K +$147K +1,744 New
BCM
1992
Blume Capital Management
California
$139K -$8.41K -100 -6%
MUS
1993
Mitsubishi UFJ Securities
Japan
$138K +$138K +1,640 New
JWM
1994
Jacobus Wealth Management
Wisconsin
$124K -$177K -2,100 -59%
FMT
1995
First Mercantile Trust
Tennessee
$122K -$4.38M -52,076 -97%
RAM
1996
Riggs Asset Management
Pennsylvania
$120K – – –
EWM
1997
Edge Wealth Management
New York
$118K -$2.53K -30 -2%
BMM
1998
Buffington Mohr McNeal
Idaho
$116K – – –
LF
1999
Lee Financial
Texas
$115K +$115K +1,371 New
PCP
2000
Proficio Capital Partners
Massachusetts
$114K -$441K -5,228 -79%
78 79
80
81 82