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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 %
AWA
1601
Arete Wealth Advisors
Illinois
$828K +$86.4K +961 +12%
FM
1602
Forward Management
California
$821K +$102K +1,140 +14%
LOAMS
1603
Lombard Odier Asset Management (Switzerland)
Switzerland
$820K +$820K +9,128 New
CWM
1604
Cabot Wealth Management
Massachusetts
$819K -$42.2K -470 -5%
FCMT
1605
Founders Capital Management (Texas)
Texas
$818K +$818K +9,102 New
KC
1606
Kingfisher Capital
North Carolina
$817K -$16.5K -183 -2%
AIM
1607
Arcadia Investment Management
Michigan
$815K +$631K +7,024 +343%
NFGCM
1608
Norman Fields Gottscho Capital Management
New York
$813K -$35.9K -400 -4%
FIMG
1609
Financial & Investment Management Group
Michigan
$810K -$2.07K -23 -0.3%
WCBA
1610
Weaver C. Barksdale & Associates
Tennessee
$807K – – –
CCM
1611
CrestPoint Capital Management
Missouri
$800K -$36K -400 -4%
EGA
1612
Eagle Global Advisors
Texas
$799K -$17.2K -192 -2%
PA
1613
Probity Advisors
Texas
$799K +$24.6K +274 +3%
WCF
1614
West Coast Financial
California
$797K -$54.5K -607 -6%
SA
1615
SL Advisors
New Jersey
$797K -$7.1K -79 -0.9%
CC
1616
Cornerstone Capital
California
$796K -$135K -1,502 -15%
SFP
1617
Shepherd Financial Partners
Massachusetts
$796K +$24.3K +270 +3%
AF
1618
Allworth Financial
California
$795K -$53.8K -599 -6%
SCA
1619
Stillwater Capital Advisors
Pennsylvania
$793K -$52.6K -585 -6%
MCM
1620
MV Capital Management
Maryland
$792K -$1.08K -12 -0.1%
JMH
1621
J.M. Hartwell
New York
$788K – – –
HFM
1622
Hartford Financial Management
Connecticut
$784K -$17.6K -196 -2%
HIC
1623
Hartline Investment Corp
Illinois
$784K – – –
EP
1624
Edgestream Partners
New Jersey
$783K +$149K +1,663 +24%
BSWMG
1625
Barrington Strategic Wealth Management Group
Illinois
$780K -$50.3K -560 -6%
63 64
65
66 67