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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 %
KWA
1651
KCS Wealth Advisory
California
$711K +$26.9K +345 +4%
SMG
1652
Spectrum Management Group
Indiana
$710K -$14.8K -190 -2%
FCMC
1653
Founders Capital Management (Connecticut)
Connecticut
$707K +$1.56K +20 +0.2%
CWM
1654
Chesapeake Wealth Management
Virginia
$705K -$35.9K -460 -5%
CRC
1655
Curi RMB Capital
Illinois
$701K -$52.7K -675 -7%
FIMG
1656
Financial & Investment Management Group
Michigan
$693K – – –
AFG
1657
Albion Financial Group
Utah
$693K – – –
RWM
1658
Ritholtz Wealth Management
New York
$691K -$77.6K -993 -10%
EP
1659
Edgestream Partners
New Jersey
$689K -$508K -6,502 -42%
RA
1660
RFG Advisory
Alabama
$688K +$126K +1,613 +22%
BDF
1661
Balasa Dinverno & Foltz
$684K -$27.3K -350 -4%
SCP
1662
Sandhill Capital Partners
New York
$682K +$208K +2,662 +44%
PWPS
1663
Pinnacle Wealth Planning Services
Ohio
$681K +$45.8K +586 +7%
PAS
1664
Partnervest Advisory Services
California
$681K +$72.6K +931 +12%
FM
1665
Forward Management
California
$680K +$17.8K +228 +3%
TAM
1666
Todd Asset Management
Kentucky
$679K -$13.7K -176 -2%
GWS
1667
Glassman Wealth Services
Virginia
$678K -$61.8K -791 -8%
ACP
1668
Aveo Capital Partners
Colorado
$678K -$55.8K -715 -8%
OWA
1669
One Wealth Advisors
California
$677K -$69.9K -896 -9%
TPWA
1670
TRUE Private Wealth Advisors
Oregon
$676K -$103K -1,315 -13%
CWM
1671
Cabot Wealth Management
Massachusetts
$676K – – –
BHTS
1672
Bar Harbor Trust Services
Maine
$674K -$16K -205 -2%
ACG
1673
Allen Capital Group
Nebraska
$666K +$21.2K +272 +3%
WP
1674
WealthPLAN Partners
Nebraska
$666K +$95.3K +1,222 +17%
MC
1675
Montag & Caldwell
Georgia
$665K -$101K -1,300 -13%
65 66
67
68 69