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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 %
ALIONA
1951
Allianz Life Insurance of North America
Minnesota
$309K -$138K -1,714 -31%
CCA
1952
Conestoga Capital Advisors
Pennsylvania
$308K – – –
BWFA
1953
Baltimore-Washington Financial Advisors
Maryland
$308K +$15.7K +201 +5%
CW
1954
Cobiz Wealth
Colorado
$302K -$210K -2,692 -41%
WA
1955
Wealth Architects
California
$300K +$14.4K +185 +5%
RHBC
1956
R.H. Bluestein & Co
Michigan
$299K – – –
ATFA
1957
All Terrain Financial Advisors
Minnesota
$298K +$78.2K +1,002 +36%
SLT
1958
St Louis Trust
Missouri
$297K -$422K -5,400 -59%
OFW
1959
Omnia Family Wealth
Florida
$297K -$51K -652 -15%
CM
1960
Castleark Management
Illinois
$297K – – –
HBWM
1961
Hollow Brook Wealth Management
New York
$297K +$7.8K +100 +3%
MYIA
1962
Mount Yale Investment Advisors
Colorado
$297K +$38.2K +489 +15%
LIM
1963
Loudon Investment Management
New Hampshire
$295K +$92.7K +1,187 +46%
PTC
1964
Provident Trust Company
Wisconsin
$294K -$97.5K -1,250 -25%
FIM
1965
Fernwood Investment Management
Massachusetts
$294K -$7.81K -100 -3%
SWA
1966
SFMG Wealth Advisors
Texas
$292K -$55K -704 -16%
IIA
1967
IPG Investment Advisors
California
$292K +$73.4K +940 +34%
BA
1968
Bristol Advisors
Pennsylvania
$289K +$289K +3,700 New
IWP
1969
Icon Wealth Partners
Texas
$287K -$8.04K -103 -3%
PHAM
1970
Palisades Hudson Asset Management
Florida
$287K – – –
SAM
1971
Strategy Asset Managers
California
$286K -$7.58M -97,210 -96%
GC
1972
Gilbert & Cook
Iowa
$286K +$19K +244 +7%
B
1973
Brightworth
Georgia
$285K -$256K -3,284 -47%
CA
1974
Centerpoint Advisors
Massachusetts
$285K -$7.49K -96 -3%
IP
1975
Intellectus Partners
California
$284K -$42.5K -545 -13%
77 78
79
80 81