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Procter & Gamble
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Overview Fund Activity

2,082 hedge funds and large institutions have $139B invested in Procter & Gamble in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 737 increasing their positions, 1,036 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,082
Holders Change
+24
Holders Change %
+1.17%
% of All Funds
51.91%
Holding in Top 10
279
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+6.49%
% of All Funds
6.96%
New
115
Increased
737
Reduced
1,036
Closed
69
Calls
$1.26B
Puts
$1.65B
Net Calls
-$392M
Net Calls Change
+$419M

Top Buyers

1
BlackRock
BlackRock
New York
+$13.4B
2
TFM
Trian Fund Management
New York
+$2.72B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$460M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
5
American Century Companies
American Century Companies
Missouri
+$258M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$722M
2
Capital World Investors
Capital World Investors
California
-$473M
3
Morgan Stanley
Morgan Stanley
New York
-$293M
4
Capital International Investors
Capital International Investors
California
-$250M
5
FPF
FNY Partners Fund
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1851
Renaissance Investment Group
Massachusetts
$357K -$62.3K -694 -15%
ACM
1852
Alta Capital Management
Utah
$357K – – –
LWMG
1853
Lakeside Wealth Management Group
$355K – – –
FSCM
1854
Front Street Capital Management
Montana
$354K -$62.8K -700 -15%
CCA
1855
Conestoga Capital Advisors
Pennsylvania
$354K – – –
FCFC
1856
First Commonwealth Financial Corp
Pennsylvania
$353K – – –
MWM
1857
Mascoma Wealth Management
New Hampshire
$352K -$10.7K -119 -3%
SSW
1858
Smith Shellnut Wilson
Mississippi
$352K +$39.4K +438 +13%
HBWM
1859
Hollow Brook Wealth Management
New York
$349K -$1.98K -22 -0.6%
HIIFS
1860
Harel Insurance Investments & Financial Services
Israel
$348K +$348K +3,847 New
Jacobs Levy Equity Management
1861
Jacobs Levy Equity Management
New Jersey
$347K -$1.63M -18,170 -82%
GA
1862
Gateway Advisory
New Jersey
$347K +$347K +3,874 New
MBI
1863
Montrusco Bolton Investments
Quebec, Canada
$346K +$53.6K +596 +18%
SIM
1864
Sprucegrove Investment Management
Ontario, Canada
$346K -$81.6K -90,800 -19%
SQA
1865
Simon Quick Advisors
New Jersey
$343K +$51K +568 +17%
WIM
1866
Westside Investment Management
California
$343K +$115K +1,277 +50%
DR
1867
Davis Rea
Ontario, Canada
$341K – – –
CM
1868
Castleark Management
Illinois
$341K – – –
HWA
1869
Heritage Wealth Advisors
Virginia
$340K -$6.68K -74 -2%
DSN
1870
D. Scott Neal
Kentucky
$338K +$68.3K +760 +25%
BA
1871
Bristlecone Advisors
Washington
$337K -$78.6K -874 -19%
HS
1872
Huntington Steele
Pennsylvania
$336K – – –
CAM
1873
Concorde Asset Management
Michigan
$334K -$245K -2,731 -42%
RPGK
1874
Retirement Planning Group (Kansas)
Kansas
$333K -$14.8K -165 -4%
SOAMC
1875
Spirit of America Management Corp
New York
$332K – – –
73 74
75
76 77