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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 %
LWM
1926
Lyell Wealth Management
California
$330K +$87.1K +1,115 +36%
FAM
1927
Flaharty Asset Management
Florida
$329K +$34.9K +447 +12%
ACM
1928
Armbruster Capital Management
New York
$326K – – –
RWMH
1929
Riverpoint Wealth Management Holdings
Illinois
$325K +$41.2K +529 +15%
OIM
1930
Orca Investment Management
Oregon
$325K +$43K +551 +15%
MBI
1931
Montrusco Bolton Investments
Quebec, Canada
$322K -$764K -9,780 -70%
LSC
1932
Lesa Sroufe & Co
Washington
$322K -$8.98K -115 -3%
AWP
1933
Ascent Wealth Partners
New York
$322K – – –
ACM
1934
Adalta Capital Management
New York
$322K – – –
JAM
1935
Jolley Asset Management
North Carolina
$322K +$34.3K +440 +12%
WAM
1936
Winslow Asset Management
Ohio
$320K -$3.83K -49 -1%
HCP
1937
Holt Capital Partners
Texas
$320K – – –
PBT
1938
Pictet Bank & Trust
Bahamas
$320K – – –
SSWM
1939
Sheets Smith Wealth Management
North Carolina
$320K +$2.26K +29 +0.7%
MC
1940
Mathes Company
New York
$320K +$78K +1,000 +32%
RS
1941
Robeco Schweiz
Switzerland
$319K – – –
RTS
1942
Round Table Services
New Jersey
$319K +$319K +4,092 New
BL
1943
BCWM LLC
Kansas
$318K -$19.1K -245 -6%
SA
1944
SRH Advisors
Kansas
$318K +$15.6K +200 +5%
PGWM
1945
Parisi Gray Wealth Management
New Jersey
$317K -$75.3K -949 -19%
AAP
1946
Arax Advisory Partners
Colorado
$315K -$12.2K -156 -4%
AF
1947
Affiance Financial
Minnesota
$315K +$76.2K +976 +32%
QCIG
1948
Quad-Cities Investment Group
Iowa
$314K -$7.74K -99 -2%
AWA
1949
Acorn Wealth Advisors
Michigan
$314K +$938 +12 +0.3%
SFFS
1950
Stonehage Fleming Financial Services
Jersey
$312K -$374K -4,727 -54%
76 77
78
79 80