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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 %
HIIFS
1701
Harel Insurance Investments & Financial Services
Israel
$624K +$85.8K +1,100 +16%
LFR
1702
Lehman Financial Resources
Pennsylvania
$620K +$3.9K +50 +0.6%
CM
1703
Columbus Macro
Pennsylvania
$619K +$5.3K +68 +0.9%
BCIM
1704
Bishop & Co Investment Management
Pennsylvania
$616K +$616K +7,886 New
KIA
1705
Kopp Investment Advisors
Minnesota
$615K +$2.19K +28 +0.4%
KP
1706
Keel Point
Alabama
$615K +$146K +1,871 +31%
LF
1707
Lee Financial
Texas
$614K -$72.2K -924 -11%
NFC
1708
Northeast Financial Consultants
Connecticut
$613K -$93.6K -1,200 -13%
EMB
1709
Elefante Mark B
$613K -$16K -205 -3%
TW
1710
Towerpoint Wealth
California
$610K -$7.81K -100 -1%
NCM
1711
Noesis Capital Mangement
Florida
$610K +$2.73K +35 +0.4%
IIC
1712
Integrated Investment Consultants
Michigan
$608K -$19.8K -254 -3%
JFA
1713
JNBA Financial Advisors
Minnesota
$608K +$23.8K +305 +4%
EAM
1714
Evanson Asset Management
California
$606K -$3.75K -48 -0.6%
DAM
1715
Doheny Asset Management
California
$605K -$183K -2,350 -23%
ME
1716
McIlrath & Eck
Washington
$599K -$96K -1,230 -14%
RWA
1717
RGT Wealth Advisors
Texas
$598K -$7.23M -92,725 -92%
FBC
1718
Fairfield, Bush & Co
Connecticut
$598K -$89.7K -1,150 -13%
JGIA
1719
Jackson Grant Investment Advisers
Connecticut
$594K -$32.9K -421 -5%
SFA
1720
Stewardship Financial Advisors
Georgia
$592K -$73.6K -943 -11%
PFC
1721
Phocas Financial Corp
California
$591K +$234 +3 +0%
RIG
1722
Roosevelt Investment Group
New York
$590K -$102K -1,305 -15%
VCWA
1723
Vanguard Capital Wealth Advisors
Colorado
$590K +$47.1K +604 +9%
PP
1724
Pegasus Partners
Wisconsin
$587K -$192K -2,452 -25%
SFP
1725
Shepherd Financial Partners
Massachusetts
$587K -$39.4K -501 -6%
67 68
69
70 71