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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 %
HCC
1776
Hirtle Callaghan & Co
Pennsylvania
$527K -$176K -2,250 -25%
CSA
1777
Cottage Street Advisors
Massachusetts
$527K – – –
SMH
1778
Sanders Morris Harris
Texas
$525K -$16.4K -210 -3%
AAP
1779
Aristotle Atlantic Partners
Florida
$525K – – –
DIM
1780
DC Investments Management
Virginia
$523K -$358K -4,587 -41%
EA
1781
Elm Advisors
California
$521K – – –
SWA
1782
Sutton Wealth Advisors
Florida
$519K -$8.27K -106 -2%
PIA
1783
Pinion Investment Advisors
Kansas
$515K +$16.2K +208 +3%
MSFP
1784
Mark Sheptoff Financial Planning
Connecticut
$513K -$273K -3,493 -35%
WWM
1785
Windsor Wealth Management
Indiana
$513K -$120K -1,541 -19%
AFIA
1786
America First Investment Advisors
Nebraska
$513K – – –
KS
1787
Karpas Strategies
Connecticut
$512K -$7.81K -100 -2%
MCP
1788
Mirador Capital Partners
California
$512K -$3.82K -49 -0.7%
SSP
1789
Sapphire Star Partners
Washington
$508K +$23.4K +300 +5%
JA
1790
JOYN Advisors
Georgia
$505K -$356K -4,562 -41%
GG
1791
Greenwood Gearhart
Arkansas
$505K -$256K -3,287 -34%
RPC
1792
Rossmore Private Capital
Connecticut
$503K -$56.5K -724 -10%
BWA
1793
Burt Wealth Advisors
Maryland
$501K -$148K -1,891 -23%
CWM
1794
Catamount Wealth Management
Connecticut
$501K -$74.2K -911 -13%
FPS
1795
Fieldpoint Private Securities
Connecticut
$500K -$32.5K -416 -6%
ODG
1796
O'Dell Group
Ohio
$500K +$6.4K +82 +1%
WCP
1797
Welch Capital Partners
New York
$496K – – –
MFW
1798
Meristem Family Wealth
Minnesota
$495K -$322K -4,130 -39%
CIC
1799
Chilton Investment Company
Connecticut
$495K +$495K +6,340 New
AI
1800
ArchPoint Investors
Florida
$495K +$495K +6,340 New
70 71
72
73 74