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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 %
VWA
1576
V Wealth Advisors
Kansas
$848K -$206K -2,582 -20%
FBB
1577
Fulton Breakefield Broenniman
Maryland
$847K -$423K -5,422 -33%
SFS
1578
Summit Financial Strategies
Ohio
$846K -$31.3K -401 -4%
CAM
1579
Cubic Asset Management
Massachusetts
$843K +$2.34K +30 +0.3%
MIFH
1580
Migdal Insurance & Financial Holdings
Israel
$842K +$455K +5,873 +118%
SCP
1581
Syntal Capital Partners
Texas
$840K +$44.9K +576 +6%
HGWM
1582
Harvest Group Wealth Management
Massachusetts
$839K -$3.38M -43,258 -80%
CI
1583
CAZ Investments
Texas
$839K – – –
TFS
1584
TrustCore Financial Services
Tennessee
$838K +$38.5K +493 +5%
EWA
1585
EP Wealth Advisors
California
$835K -$38.9K -498 -4%
CPA
1586
Clear Perspective Advisors
Illinois
$831K +$1.95K +25 +0.2%
SP
1587
Successful Portfolios
Florida
$828K -$10.5K -135 -1%
PCMC
1588
Paragon Capital Management (Colorado)
Colorado
$828K -$9.76K -125 -1%
TWM
1589
Titus Wealth Management
California
$827K -$30.6K -392 -4%
TW
1590
Transform Wealth
Colorado
$825K -$95.9K -1,228 -10%
SWM
1591
Segment Wealth Management
Texas
$825K -$19.3K -247 -2%
GWM
1592
GSB Wealth Management
Connecticut
$825K – – –
WSC
1593
Wellington Shields & Co
New York
$825K – – –
PWSG
1594
Pacific Wealth Strategies Group
California
$824K -$168K -2,156 -17%
FDS
1595
Freedom Day Solutions
Texas
$824K +$59.4K +761 +8%
GLA
1596
Good Life Advisors
Pennsylvania
$823K -$313 -4 -0%
BC
1597
Burleson & Co
California
$823K +$65.8K +843 +9%
BEAM
1598
Baker Ellis Asset Management
Washington
$819K -$111K -1,425 -12%
SJIM
1599
St. Johns Investment Management
Florida
$817K -$45.3K -581 -5%
SAM
1600
Sawgrass Asset Management
Florida
$817K +$1.56K +20 +0.2%
62 63
64
65 66