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Procter & Gamble
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Overview Fund Activity

2,082 hedge funds and large institutions have $139B invested in Procter & Gamble in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 737 increasing their positions, 1,036 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,082
Holders Change
+24
Holders Change %
+1.17%
% of All Funds
51.91%
Holding in Top 10
279
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+6.49%
% of All Funds
6.96%
New
115
Increased
737
Reduced
1,036
Closed
69
Calls
$1.26B
Puts
$1.65B
Net Calls
-$392M
Net Calls Change
+$419M

Top Buyers

1
BlackRock
BlackRock
New York
+$13.4B
2
TFM
Trian Fund Management
New York
+$2.72B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$460M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
5
American Century Companies
American Century Companies
Missouri
+$258M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$722M
2
Capital World Investors
Capital World Investors
California
-$473M
3
Morgan Stanley
Morgan Stanley
New York
-$293M
4
Capital International Investors
Capital International Investors
California
-$250M
5
FPF
FNY Partners Fund
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1001
ACG Wealth
Georgia
$3.61M +$271K +3,022 +8%
HWM
1002
Holloway Wealth Management
Florida
$3.6M -$3.17M – –
WS
1003
Wedbush Securities
California
$3.6M -$372K -4,138 -9%
SMM
1004
Stadion Money Management
Georgia
$3.58M +$69.5K +773 +2%
MRCM
1005
M&R Capital Management
New Jersey
$3.57M -$10.4K -164 -0.3%
DCM
1006
Donaldson Capital Management
Indiana
$3.56M -$550K -6,120 -13%
BIM
1007
Bridges Investment Management
Nebraska
$3.56M -$562K -6,256 -14%
TMAM
1008
Tokio Marine Asset Management
Japan
$3.55M -$3.24M -36,087 -48%
GC
1009
Gratus Capital
Georgia
$3.54M -$24.9K -277 -0.7%
Wealth Enhancement Advisory Services
1010
Wealth Enhancement Advisory Services
Minnesota
$3.53M +$2.7M +30,051 +324%
SFS
1011
Strategic Financial Services
New York
$3.52M +$3.15K +35 +0.1%
DW
1012
Domani Wealth
Pennsylvania
$3.51M -$464K -5,167 -12%
APP
1013
Avantax Planning Partners
Iowa
$3.51M +$300K +3,336 +9%
CCM
1014
Compton Capital Management
Rhode Island
$3.49M -$48K -534 -1%
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.47M +$68.1K +758 +2%
WC
1016
Whitney & Co
New York
$3.47M +$93.2K +1,037 +3%
IMOV
1017
Investment Management of Virginia
Virginia
$3.46M -$191K -2,123 -5%
ABP
1018
Arthur B. Page
$3.45M +$899 +10 +0%
RIL
1019
Rothschild Investment LLC
Illinois
$3.44M +$42.4K +472 +1%
DBT
1020
Dubuque Bank & Trust
Iowa
$3.43M +$82.5K +918 +2%
Fiera Capital (Canada)
1021
Fiera Capital (Canada)
Quebec, Canada
$3.43M -$2.32M -25,839 -40%
EWM
1022
Endurance Wealth Management
Rhode Island
$3.42M -$4.4K -49 -0.1%
BOCM
1023
Bontempo Ohly Capital Management
Maryland
$3.41M +$976K +10,863 +40%
MCM
1024
Mengis Capital Management
Oregon
$3.4M -$98.2K -1,093 -3%
NCM
1025
Narwhal Capital Management
Georgia
$3.4M – – –
39 40
41
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