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Procter & Gamble
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Overview Fund Activity

2,270 hedge funds and large institutions have $142B invested in Procter & Gamble in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 827 increasing their positions, 953 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,270
Holders Change
+197
Holders Change %
+9.5%
% of All Funds
51.56%
Holding in Top 10
223
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.91%
% of All Funds
5.06%
New
282
Increased
827
Reduced
953
Closed
68
Calls
$1.61B
Puts
$1.78B
Net Calls
-$174M
Net Calls Change
-$343M

Top Buyers

1
AIG
American International Group
New York
+$493M
2
AAMU
Amundi Asset Management US
Massachusetts
+$251M
3
Barclays
Barclays
United Kingdom
+$211M
4
State Street
State Street
Massachusetts
+$199M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$355M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$323M
3
Credit Agricole
Credit Agricole
France
-$242M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$200M
5
Capital World Investors
Capital World Investors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1726
Noesis Capital Mangement
Florida
$743K -$79.2K -862 -10%
CWM
1727
Connecticut Wealth Management
Connecticut
$741K -$8.9K -97 -1%
PLFAM
1728
Pineno Levin & Ford Asset Management
Virginia
$741K – – –
BWM
1729
Baystate Wealth Management
Massachusetts
$739K – – –
EAM
1730
Evanson Asset Management
California
$737K +$37.3K +406 +5%
SA
1731
Sicart Associates
New York
$737K +$737K +8,019 New
MLIC
1732
Mandatum Life Insurance Company
Finland
$736K – – –
BA
1733
Bristol Advisors
Pennsylvania
$735K +$156K +1,700 +27%
SCCM
1734
Schafer Cullen Capital Management
New York
$730K -$10.6K -115 -1%
TW
1735
Towerpoint Wealth
California
$727K +$727K +7,910 New
SIS
1736
Sound Income Strategies
Florida
$727K +$727K +8,925 New
LCM
1737
Liberty Capital Management
Michigan
$724K -$17.9K -200 -2%
HFM
1738
Hartford Financial Management
Connecticut
$720K +$459 +5 +0.1%
CM
1739
Columbus Macro
Pennsylvania
$717K +$717K +7,808 New
KWA
1740
KCS Wealth Advisory
California
$715K +$715K +7,783 New
MCM
1741
MV Capital Management
Maryland
$711K -$62.8K -684 -8%
UF
1742
Univest Financial
Pennsylvania
$711K -$14.3K -156 -2%
SA
1743
SL Advisors
New Jersey
$707K -$72.8K -792 -9%
CW
1744
Cobiz Wealth
Colorado
$701K -$179K -1,947 -20%
PFC
1745
Phocas Financial Corp
California
$695K +$41.6K +453 +6%
MIH
1746
Meitav Investment House
Israel
$695K +$695K +7,543 New
S
1747
SimplyRich
California
$690K +$690K +7,513 New
PAWC
1748
P.A.W. Capital
Connecticut
$689K – – –
MAM
1749
Mastrapasqua Asset Management
Tennessee
$687K +$8.27K +90 +1%
CP
1750
Camelot Portfolios
Ohio
$685K -$275 -3 -0%
68 69
70
71 72