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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 %
CG
1876
CFO4Life Group
Texas
$330K +$330K +3,670 New
DOA
1877
D'Orazio & Associates
Virginia
$328K +$449 +5 +0.1%
CAM
1878
Chesapeake Asset Management
New York
$327K – – –
GC
1879
Gilbert & Cook
Iowa
$326K +$23.2K +258 +8%
SIA
1880
Starfire Investment Advisers
Michigan
$324K -$62.5K -692 -16%
VIA
1881
Vident Investment Advisory
Georgia
$324K -$74.2K -826 -19%
PCMI
1882
Paradigm Capital Management Inc
New York
$323K – – –
CWP
1883
Capital Wealth Planning
Florida
$323K – – –
SWA
1884
SFMG Wealth Advisors
Texas
$322K +$6.29K +70 +2%
RT
1885
Reliance Trust
Georgia
$320K -$4.67K -52 -1%
BFIC
1886
Bedell Frazier Investment Counselling
California
$316K +$82.1K +912 +35%
DWM
1887
Dakota Wealth Management
Florida
$314K – – –
FC
1888
FCA Corp
Texas
$314K – – –
BIAS
1889
Beacon Investment Advisory Services
New Jersey
$311K -$153K -1,700 -33%
PCFFS
1890
Pacific Center for Financial Services
California
$311K – – –
CAM
1891
Covenant Asset Management
New Jersey
$310K -$319K -3,554 -51%
TPWA
1892
TRUE Private Wealth Advisors
Oregon
$308K -$5.17K -58 -2%
PFGIA
1893
Patriot Financial Group Insurance Agency
Massachusetts
$308K +$67.2K +746 +28%
TCM
1894
Traynor Capital Management
Pennsylvania
$306K +$306K +3,506 New
SCM
1895
Shapiro Capital Management
Georgia
$306K +$270 +3 +0.1%
CHA
1896
Cedar Hill Associates
Illinois
$304K – – –
CIA
1897
Cascade Investment Advisors
Oregon
$304K -$22.7K -253 -7%
SA
1898
SRH Advisors
Kansas
$303K – – –
Cohen & Steers
1899
Cohen & Steers
New York
$300K – – –
IF
1900
IRON Financial
Illinois
$298K -$85.5K -952 -22%
74 75
76
77 78