PG icon

Procter & Gamble
PG

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 %
MWM
1801
Mascoma Wealth Management
New Hampshire
$494K +$205K +2,628 +71%
NQWM
1802
Northwest Quadrant Wealth Management
Oregon
$493K -$8.75K -112 -2%
BONST
1803
Bank of Nova Scotia Trust
Ontario, Canada
$491K -$12K -154 -2%
PA
1804
Planning Alternatives
Michigan
$490K +$490K +6,283 New
PNAA
1805
Pictet North America Advisors
Switzerland
$489K -$156K -2,000 -24%
BA
1806
Birinyi Associates
Connecticut
$489K – – –
TDC
1807
Thompson Davis & Co
Virginia
$488K -$1.01K -13 -0.2%
ECM
1808
Elgethun Capital Management
South Dakota
$487K +$1.48K +19 +0.3%
PVH
1809
Psagot Value Holdings
Israel
$486K – – –
BCM
1810
Bienville Capital Management
New York
$486K +$44.6K +571 +10%
TCOO
1811
Trust Company of Oklahoma
Oklahoma
$486K – – –
PAM
1812
Peninsula Asset Management
Florida
$485K – – –
TCM
1813
Tradition Capital Management
New Jersey
$483K -$7.49K -96 -2%
BAMG
1814
Brand Asset Management Group
Missouri
$482K +$482K +6,176 New
TCM
1815
Tradewinds Capital Management
Washington
$480K -$16.2K -208 -3%
AA
1816
Apriem Advisors
California
$474K -$16.9K -217 -3%
NVIM
1817
New Vernon Investment Management
Illinois
$474K – – –
SA
1818
SL Advisors
New Jersey
$473K -$204K -2,109 -30%
SAM
1819
Shamrock Asset Management
Texas
$473K – – –
MFG
1820
Merit Financial Group
Georgia
$471K +$34.1K +437 +8%
TC
1821
Toews Corporation
New Jersey
$468K -$562K -7,200 -55%
WWM
1822
Wagner Wealth Management
South Carolina
$468K +$32.6K +418 +7%
ACM
1823
Alethea Capital Management
Washington
$468K +$78K +1,000 +20%
LCH
1824
Lee Capital Holdings
New York
$468K +$468K +6,000 New
PFM
1825
Peak Financial Management
Massachusetts
$465K -$10.7K -137 -2%
71 72
73
74 75