PG icon

Procter & Gamble
PG

Overview Fund Activity

2,070 hedge funds and large institutions have $134B invested in Procter & Gamble in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 834 increasing their positions, 912 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,070
Holders Change
-12
Holders Change %
-0.58%
% of All Funds
51.69%
Holding in Top 10
241
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-13.62%
% of All Funds
6.02%
New
82
Increased
834
Reduced
912
Closed
74
Calls
$1.04B
Puts
$1.78B
Net Calls
-$737M
Net Calls Change
-$345M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$460M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$354M
4
Goldman Sachs
Goldman Sachs
New York
+$204M
5
BlackRock
BlackRock
New York
+$189M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$494M
2
IFP
Independent Franchise Partners
United Kingdom
-$380M
3
Capital World Investors
Capital World Investors
California
-$327M
4
Deutsche Bank
Deutsche Bank
Germany
-$315M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1901
Somerset Group
Minnesota
$283K – – –
WRF
1902
Waddell & Reed Financial
Kansas
$280K -$252K -2,889 -47%
BA
1903
Bristol Advisors
Pennsylvania
$279K +$279K +3,200 New
RHJA
1904
Rice Hall James & Associates
California
$278K – – –
HCM
1905
Harvey Capital Management
Florida
$278K – – –
CFA
1906
Cahill Financial Advisors
Minnesota
$277K +$8.72K +100 +3%
PCM
1907
Penserra Capital Management
California
$274K +$39.1K +450 +17%
GKIM
1908
GW&K Investment Management
Massachusetts
$273K – – –
CCM
1909
Colorado Capital Management
Colorado
$273K +$60.7K +697 +29%
LWM
1910
Lyell Wealth Management
California
$268K -$8.72K -100 -3%
BJ
1911
Brouwer & Janachowski
California
$268K – – –
ERIM
1912
Eagle Ridge Investment Management
Connecticut
$267K -$768K -44,105 -74%
SWA
1913
SFMG Wealth Advisors
Texas
$267K -$45.4K -521 -15%
HC
1914
Hendley & Co
Ohio
$267K – – –
ORI
1915
Oak Ridge Investments
Illinois
$267K +$267K +3,062 New
CIC
1916
Chilton Investment Company
Connecticut
$266K -$85.2K -978 -24%
CGL
1917
Clarius Group LLC
Washington
$266K -$8.73K -100 -3%
RCWMU
1918
Rothschild & Co Wealth Management (UK)
United Kingdom
$266K – – –
JAM
1919
Jolley Asset Management
North Carolina
$266K – – –
IWA
1920
IBEX Wealth Advisors
New Jersey
$266K +$266K +3,064 New
Edgewood Management
1921
Edgewood Management
Connecticut
$264K +$20.3K +233 +8%
CWM
1922
Catamount Wealth Management
Connecticut
$263K +$40.2K +461 +18%
AACR
1923
ACR Alpine Capital Research
Missouri
$262K +$2.18K +25 +0.8%
HJA
1924
Hugh Johnson Advisors
New York
$262K +$26.1K +300 +11%
ACM
1925
Alethea Capital Management
Washington
$261K -$231K -2,650 -47%
75 76
77
78 79