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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
1501
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$979K +$51.6K +661 +6%
CCG
1502
Ceeto Capital Group
Florida
$976K
EGA
1503
E&G Advisors
Texas
$976K +$93.7K +1,200 +11%
WI
1504
WrapManager Inc
California
$974K -$147K -1,883 -13%
PVWM
1505
Point View Wealth Management
New Jersey
$971K -$16.7K -214 -2%
LKIM
1506
Lawson Kroeker Investment Management
Nebraska
$970K -$15.2K -195 -2%
GBBWRPM
1507
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$970K +$32.7K +419 +3%
AIA
1508
Armor Investment Advisors
North Carolina
$963K -$46.8K -600 -5%
WI
1509
Wedgewood Investors
Pennsylvania
$962K -$69.1K -885 -7%
SIS
1510
Sound Income Strategies
Florida
$962K +$168K +2,157 +21%
GAM
1511
Gemmer Asset Management
California
$960K -$361K -4,629 -27%
PO
1512
Private Ocean
California
$960K -$31.1K -399 -3%
CIM
1513
CIM Investment Management
Pennsylvania
$960K -$29K -372 -3%
HCM
1514
Hall Capital Management
Rhode Island
$956K -$35.8K -458 -4%
CC
1515
Cadinha & Co
Hawaii
$952K
IB
1516
Intrust Bank
Kansas
$951K -$197K -2,520 -17%
BFA
1517
Beaumont Financial Advisors
Massachusetts
$950K -$23.6K -303 -2%
CA
1518
Cortland Associates
Missouri
$946K
FDS
1519
First Dallas Securities
Texas
$943K -$68.1K -872 -7%
DBG
1520
De Burlo Group
Massachusetts
$942K +$83.2K +1,066 +10%
WPW
1521
Waldron Private Wealth
Pennsylvania
$940K -$231K -2,955 -20%
GJCM
1522
Grand Jean Capital Management
California
$939K -$167K -2,136 -15%
KJWM
1523
Kiley Juergens Wealth Management
Washington
$939K +$1.09K +14 +0.1%
Kovitz Investment Group Partners
1524
Kovitz Investment Group Partners
Illinois
$934K -$902K -11,547 -49%
CB
1525
Cadence Bank
Mississippi
$934K -$22.6K -289 -2%