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Procter & Gamble
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Overview Fund Activity

2,207 hedge funds and large institutions have $117B invested in Procter & Gamble in 2018 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 823 increasing their positions, 1,088 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
-19
Holders Change %
-0.85%
% of All Funds
50.6%
Holding in Top 10
132
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-12.58%
% of All Funds
3.03%
New
95
Increased
823
Reduced
1,088
Closed
91
Calls
$1.32B
Puts
$1.2B
Net Calls
+$124M
Net Calls Change
+$114M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$395M
2
BlackRock
BlackRock
New York
+$277M
3
AAMU
Amundi Asset Management US
Massachusetts
+$246M
4
CSIA
Charles Schwab Investment Advisory
California
+$241M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$219M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$876M
2
Bank of America
Bank of America
North Carolina
-$680M
3
Barclays
Barclays
United Kingdom
-$307M
4
American Century Companies
American Century Companies
Missouri
-$253M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
826
JGP Wealth Management
Oregon
$4.4M +$4.4M +56,332 New
Wolverine Trading
827
Wolverine Trading
Illinois
$4.37M – – –
HSA
828
HBK Sorce Advisory
Pennsylvania
$4.37M +$33.3K +427 +0.8%
DIA
829
Dean Investment Associates
Ohio
$4.37M -$878K -11,251 -17%
TFA
830
Toth Financial Advisory
Virginia
$4.36M -$194K -2,487 -4%
LWAC
831
Laurel Wealth Advisors (California)
California
$4.35M +$114K +1,462 +3%
MIAN
832
Mariner Independent Advisor Network
Kansas
$4.35M -$3.01M -38,571 -41%
WAM
833
Wolverine Asset Management
Illinois
$4.35M +$1.92M +24,575 +79%
SIM
834
Sonora Investment Management
Arizona
$4.33M +$684K +8,760 +19%
WTFG
835
Wells Trecaso Financial Group
Ohio
$4.32M +$157K +2,015 +4%
MKC
836
M. Kraus & Co
Vermont
$4.29M -$165K -2,116 -4%
NSIM
837
North Star Investment Management
Illinois
$4.27M +$212K +2,710 +5%
MCM
838
Maryland Capital Management
Maryland
$4.26M +$198K +2,537 +5%
FAT
839
First American Trust
California
$4.25M +$178K +2,280 +4%
JIC
840
Joel Isaacson & Co
New York
$4.25M -$161K -2,058 -4%
LIM
841
Leavell Investment Management
Alabama
$4.24M -$1.42M -18,249 -25%
Assenagon Asset Management
842
Assenagon Asset Management
Luxembourg
$4.23M -$2.24M -28,650 -35%
ISB
843
Iowa State Bank
Iowa
$4.23M -$35.9K -460 -0.8%
SFG
844
Summit Financial Group
West Virginia
$4.22M -$16.5K -211 -0.4%
CA
845
Clearstead Advisors
Ohio
$4.22M +$21.6K +277 +0.5%
VST
846
Van Strum & Towne
California
$4.21M -$41K -525 -1%
DSC
847
Duncker Streett & Co
Missouri
$4.21M +$1.48K +19 +0%
SG Americas Securities
848
SG Americas Securities
New York
$4.19M -$21.1M -270,527 -83%
SNT
849
Security National Trust
West Virginia
$4.18M -$82.3K -1,055 -2%
FNBTCON
850
First National Bank & Trust Co of Newtown
Pennsylvania
$4.17M -$38.6K -495 -0.9%
32 33
34
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