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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 %
LPT
1601
Legacy Private Trust
Wisconsin
$804K -$66.8K -855 -8%
SCI
1602
Stableford Capital II
Arizona
$804K +$13.7K +175 +2%
RPA
1603
Rock Point Advisors
Vermont
$803K +$54.6K +700 +7%
ECAM
1604
East Coast Asset Management
Massachusetts
$802K -$1.8K -23 -0.2%
PFBT
1605
Parkside Financial Bank & Trust
Missouri
$793K -$221K -2,836 -22%
MSA
1606
Marino Stram & Associates
Massachusetts
$791K -$93K -1,192 -11%
BPB
1607
Badgley, Phelps & Bell
Washington
$789K -$97.4K -1,248 -11%
AP
1608
Advisors Preferred
Maryland
$788K -$827K -10,590 -51%
MFWM
1609
Motley Fool Wealth Management
Virginia
$783K -$49K -627 -6%
MAM
1610
Morse Asset Management
Connecticut
$782K -$68.7K -880 -8%
HSA
1611
Hussman Strategic Advisors
Maryland
$781K -$1.17M -15,000 -60%
BCA
1612
Benchmark Capital Advisors
New York
$781K +$781K +10,000 New
NCM
1613
Northside Capital Management
Oregon
$780K -$6.25K -80 -0.8%
MWM
1614
Meridian Wealth Management
Kentucky
$778K +$35.4K +454 +5%
WCAMG
1615
Woodard & Company Asset Management Group
North Carolina
$777K +$7.49K +96 +1%
MWM
1616
Modera Wealth Management
New Jersey
$776K -$1.41K -18 -0.2%
AOWM
1617
Alpha Omega Wealth Management
Virginia
$774K +$3.9K +50 +0.5%
MVIP
1618
Mar Vista Investment Partners
California
$773K – – –
SFG
1619
Sather Financial Group
Texas
$773K +$103K +1,325 +15%
SGAM
1620
Smith Group Asset Management
Texas
$771K -$15.5M -199,371 -95%
WA
1621
WealthTrust Axiom
Pennsylvania
$768K -$15.6K -200 -2%
Kayne Anderson Rudnick Investment Management
1622
Kayne Anderson Rudnick Investment Management
California
$767K -$2.43M -31,105 -76%
BI
1623
Ballast Inc
Kentucky
$764K -$131K -1,676 -15%
ADL
1624
Asset Dedication LLC
California
$764K -$34.6K -441 -4%
VCM
1625
Violich Capital Management
California
$763K -$50K -640 -6%
63 64
65
66 67