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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 %
OIWM
1626
OptiFour Integrated Wealth Management
Virginia
$763K – – –
PCM
1627
Poehling Capital Management
Wisconsin
$760K -$317K -4,065 -29%
BCM
1628
Breiter Capital Management
Florida
$752K +$44.1K +565 +6%
OWP
1629
Obermeyer Wealth Partners
Colorado
$751K -$199K -2,549 -21%
RWA
1630
River Wealth Advisors
Pennsylvania
$743K -$78.9K -1,010 -10%
CAC
1631
Certified Advisory Corp
Florida
$742K +$68.5K +877 +10%
WBC
1632
West Branch Capital
Massachusetts
$741K +$741K +9,498 New
FC
1633
Financial Consulate
Maryland
$738K +$208K +2,670 +39%
CAW
1634
Cornerstone Advisors (Washington)
Washington
$736K +$24.3K +311 +3%
HI
1635
Harrington Investments
California
$735K -$10.9K -139 -1%
FMLI
1636
Fukoku Mutual Life Insurance
Japan
$730K +$31.2K +400 +4%
EWM
1637
Elmwood Wealth Management
California
$730K +$52K +666 +8%
BJL
1638
Brighton Jones LLC
Washington
$726K +$30.1K +386 +4%
NEPWA
1639
New England Private Wealth Advisors
Massachusetts
$725K -$26.6K -341 -4%
BW
1640
Bison Wealth
Georgia
$722K +$22.5K +288 +3%
BWA
1641
BDO Wealth Advisors
Florida
$721K +$327K +4,195 +83%
MWPCG
1642
Measured Wealth Private Client Group
New Hampshire
$721K +$721K +9,241 New
KC
1643
Kingfisher Capital
North Carolina
$720K +$26.1K +335 +4%
BWM
1644
Bernicke Wealth Management
Wisconsin
$717K +$162K +2,071 +29%
CNAM
1645
Campbell Newman Asset Management
Wisconsin
$715K – – –
PCM
1646
Price Capital Management
Louisiana
$715K +$715K +9,155 New
CWM
1647
Connecticut Wealth Management
Connecticut
$714K -$7.81K -100 -1%
TL
1648
Tirschwell & Loewy
New York
$713K -$451K -5,781 -39%
GIM
1649
Greylin Investment Management
Virginia
$711K -$39.1K -500 -5%
MWP
1650
Moller Wealth Partners
$711K – – –
64 65
66
67 68