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Procter & Gamble
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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 %
BIAS
1951
Beacon Investment Advisory Services
New Jersey
$243K -$58.8K -673 -19%
TCM
1952
Tuttle Capital Management
Connecticut
$243K +$243K +2,790 New
JWM
1953
Jacobus Wealth Management
Wisconsin
$240K +$240K +2,750 New
EF
1954
Empirical Finance
Pennsylvania
$238K +$238K +2,730 New
CFIA
1955
Cantor Fitzgerald Investment Advisors
New York
$236K +$236K +2,708 New
SSI
1956
Scott & Selber Inc
Texas
$235K -$2.21M -25,349 -90%
MFS
1957
McNamara Financial Services
Massachusetts
$235K -$9.94K -114 -4%
YMRC
1958
Yorktown Management & Research Company
Virginia
$235K – – –
ECM
1959
Evergreen Capital Management
Washington
$234K +$234K +2,684 New
RS
1960
Robeco Schweiz
Switzerland
$232K – – –
TCM
1961
Traynor Capital Management
Pennsylvania
$231K -$80.4K -905 -26%
WAS
1962
Winch Advisory Services
Wisconsin
$228K +$7.68K +88 +3%
AIA
1963
AIMZ Investment Advisors
California
$227K – – –
LD
1964
Lipe & Dalton
New York
$227K – – –
TWMP
1965
Taylor Wealth Management Partners
Massachusetts
$227K – – –
SIM
1966
Sterling Investment Management
Arizona
$227K +$87 +1 +0%
LIM
1967
Loudon Investment Management
New Hampshire
$227K +$11.7K +134 +5%
CFD
1968
Creative Financial Designs
Indiana
$226K – – –
GAAM
1969
Guinness Atkinson Asset Management
California
$226K – – –
NCM
1970
New Capital Management
Texas
$225K – – –
FHB
1971
First Hawaiian Bank
Hawaii
$224K -$28.3K -324 -11%
FHC
1972
Forest Hill Capital
Arkansas
$223K – – –
NWM
1973
Northwest Wealth Management
Iowa
$223K +$698 +8 +0.3%
SQA
1974
Simon Quick Advisors
New Jersey
$222K -$111K -1,270 -33%
FLII
1975
First Long Island Investors
New York
$221K +$221K +2,538 New
77 78
79
80 81