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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 %
EA
1701
Elm Advisors
California
$626K – – –
ANB
1702
Amarillo National Bank
Texas
$620K – – –
BWM
1703
BerganKDV Wealth Management
Minnesota
$619K -$13.1K -146 -2%
GAG
1704
GM Advisory Group
New York
$618K -$31.4K -349 -5%
MCM
1705
McRae Capital Management
New Jersey
$618K – – –
CIAS
1706
Capital Investment Advisory Services
North Carolina
$616K -$97.2K -1,082 -14%
CSA
1707
Cottage Street Advisors
Massachusetts
$615K +$2.25K +25 +0.4%
EAM
1708
Evanson Asset Management
California
$614K -$11.8K -131 -2%
WP
1709
WealthSource Partners
California
$614K -$2.07K -23 -0.3%
PFA
1710
Paradigm Financial Advisors
Missouri
$614K +$2.24K +25 +0.4%
BCA
1711
Bray Capital Advisors
Florida
$612K -$11.2K -125 -2%
MAM
1712
Mastrapasqua Asset Management
Tennessee
$604K +$58.4K +650 +11%
CPA
1713
Capital Planning Advisors
California
$599K – – –
WRM
1714
Weybosset Research & Management
Rhode Island
$599K +$180 +2 +0%
KS
1715
Karpas Strategies
Connecticut
$598K – – –
TFO
1716
Tarbox Family Office
California
$598K +$196K +2,176 +49%
TCOO
1717
Trust Company of Oklahoma
Oklahoma
$590K -$62.9K -700 -10%
AFIA
1718
America First Investment Advisors
Nebraska
$590K – – –
SWA
1719
Sutton Wealth Advisors
Florida
$587K -$449 -5 -0.1%
SCI
1720
Stableford Capital II
Arizona
$587K +$238K +2,647 +68%
Verition Fund Management
1721
Verition Fund Management
Connecticut
$583K +$583K +6,493 New
LRIC
1722
Long Road Investment Counsel
Michigan
$582K – – –
STB
1723
S&T Bank
Pennsylvania
$581K -$13.9K -155 -2%
AA
1724
Apriem Advisors
California
$581K -$180 -2 -0%
KF
1725
Krilogy Financial
Missouri
$579K – – –
67 68
69
70 71