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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 %
MCP
1826
Mirador Capital Partners
California
$580K – – –
PSF
1827
Pacific Sun Financial
California
$580K +$580K +6,314 New
IWC
1828
Integrated Wealth Concepts
Massachusetts
$580K +$580K +6,328 New
CISOA
1829
Capital Investment Services of America
Wisconsin
$579K – – –
AA
1830
Apriem Advisors
California
$574K -$76.4K -831 -12%
PFM
1831
Peak Financial Management
Massachusetts
$573K +$2.3K +25 +0.4%
TDC
1832
Thompson Davis & Co
Virginia
$572K -$26.6K -289 -4%
BCA
1833
Bray Capital Advisors
Florida
$572K – – –
PVH
1834
Psagot Value Holdings
Israel
$572K +$572K +6,222 New
SCP
1835
Sandhill Capital Partners
New York
$568K +$34.1K +371 +6%
GA
1836
Gateway Advisory
New Jersey
$567K +$220K +2,396 +63%
SCA
1837
STALEY CAPITAL ADVISERS
Pennsylvania
$566K – – –
SAA
1838
Southeast Asset Advisors
Georgia
$565K -$27.6K -300 -5%
AFC
1839
AFT Forsyth & Company
Florida
$564K +$564K +6,143 New
CPA
1840
Capital Planning Advisors
California
$563K +$104K +1,130 +23%
HPWM
1841
Highland Private Wealth Management
Washington
$560K -$2.29K -25 -0.4%
KA
1842
KLCM Advisors
Wisconsin
$559K +$46K +501 +9%
VCM
1843
Versant Capital Management
Arizona
$559K +$127K +1,387 +29%
NVIM
1844
New Vernon Investment Management
Illinois
$558K – – –
CWM
1845
Catamount Wealth Management
Connecticut
$557K +$191K +2,078 +52%
GIA
1846
Granite Investment Advisors
New Hampshire
$556K -$87K -946 -14%
POIA
1847
Pin Oak Investment Advisors
Texas
$554K +$554K +6,028 New
LCM
1848
Lee Capital Management
New York
$551K -$1.1M -12,000 -67%
SSP
1849
Sapphire Star Partners
Washington
$551K -$358K -3,900 -39%
WA
1850
WESPAC Advisors
California
$551K -$9.19K -100 -2%
72 73
74
75 76