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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 %
MME
2001
Meag Munich Ergo
Germany
– -$287K -4,000 Closed
EMG
2002
Ellington Management Group
Connecticut
– -$273K -3,800 Closed
BWM
2003
Baystate Wealth Management
Massachusetts
– -$260K -3,610 Closed
WCM Investment Management
2004
WCM Investment Management
California
– -$245K -3,405 Closed
HIM
2005
Hillsdale Investment Management
Ontario, Canada
– -$237K -3,300 Closed
SGH
2006
Schonfeld Group Holdings
New York
– -$230K -3,199 Closed
WWM
2007
Willingdon Wealth Management
North Carolina
– -$227K -3,158 Closed
RP
2008
Reinhart Partners
Wisconsin
– -$223K -3,094 Closed
VAM
2009
Verity Asset Management
North Carolina
– -$207K -2,880 Closed
PCMK
2010
Paragon Capital Management (Kansas)
Kansas
– -$205K -2,856 Closed
SCP
2011
Syntal Capital Partners
Texas
– -$100K -1,392 Closed
SSG
2012
Summit Securities Group
New York
– -$94K -1,300 Closed
AAM
2013
American Asset Management
Florida
– -$72K -1,000 Closed
MAS
2014
Madden Advisory Services
Florida
– -$65K -912 Closed
NYLIM
2015
New York Life Investment Management
New York
– -$65K -900 Closed
HCP
2016
Holt Capital Partners
Texas
– -$61K -850 Closed
LYV
2017
Live Your Vision
Pennsylvania
– -$52K -724 Closed
KCM
2018
Karp Capital Management
California
– -$40K -555 Closed
IRS
2019
Invictus RG (Singapore)
Singapore
– -$33K -457 Closed
FMA
2020
FNY Managed Accounts
New York
– -$28.8K -400 Closed
TJHA
2021
Thomas J. Herzfeld Advisors
Florida
– -$28K -395 Closed
RCG
2022
Ruggie Capital Group
Florida
– -$25K -318 Closed
FIG
2023
Fusion Investment Group
Pennsylvania
– -$9K -124 Closed
FNYS
2024
First New York Securities
New York
– -$7.19K -100 Closed
FA
2025
Financial Advantage
Maryland
– -$7K -100 Closed
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