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Procter & Gamble
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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 %
AAM
1901
American Asset Management
Florida
$365K +$52K +666 +17%
CCM
1902
Carlson Capital Management
Minnesota
$364K -$7.8K -100 -2%
BOS
1903
Bank of Stockton
California
$363K -$38.5K -495 -10%
XSC
1904
X-Square Capital
Puerto Rico
$363K -$15.8K -203 -4%
PAG
1905
Pinnacle Advisory Group
Maryland
$362K -$417K -5,341 -54%
FA
1906
FMA Advisory
Pennsylvania
$362K -$80.1K -1,026 -18%
BHB
1907
Bank Hapoalim BM
Israel
$356K -$29.5K -378 -8%
MPM
1908
Meritage Portfolio Management
Kansas
$354K +$11.7K +150 +3%
AFC
1909
AFT Forsyth & Company
Florida
$353K -$80.1K -1,025 -18%
MIC
1910
Meridian Investment Counsel
California
$353K +$312 +4 +0.1%
GHAM
1911
Gilman Hill Asset Management
Connecticut
$351K -$39.1K -500 -10%
BAAM
1912
Baker Avenue Asset Management
California
$349K +$33.5K +429 +11%
WP
1913
WealthSource Partners
California
$347K +$78.1K +1,001 +29%
MFS
1914
McNamara Financial Services
Massachusetts
$346K +$23.4K +300 +7%
AW
1915
Alpha Windward
Massachusetts
$345K +$10.6K +136 +3%
FFW
1916
Fusion Family Wealth
New York
$344K – – –
EF
1917
Empirical Finance
Pennsylvania
$343K -$116K -1,487 -25%
TIA
1918
Tiemann Investment Advisors
California
$343K -$38.7K -497 -10%
APG
1919
Abacus Planning Group
South Carolina
$343K +$34.5K +442 +11%
HWA
1920
Heritage Wealth Advisors
Virginia
$340K – – –
MAA
1921
Mraz Amerine & Associates
California
$338K -$23.1K -296 -6%
ANBT
1922
American National Bank & Trust
Texas
$335K -$175K -2,247 -34%
DLHL
1923
Donald L. Hagan LLC
Florida
$332K -$7.82K -100 -2%
CWM
1924
Confluence Wealth Management
Oregon
$330K -$86.7K -1,110 -21%
GCMG
1925
Gyroscope Capital Management Group
Florida
$330K +$1.87K +24 +0.6%
75 76
77
78 79