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Procter & Gamble
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Overview Fund Activity

2,082 hedge funds and large institutions have $139B invested in Procter & Gamble in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 737 increasing their positions, 1,036 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,082
Holders Change
+24
Holders Change %
+1.17%
% of All Funds
51.91%
Holding in Top 10
279
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+6.49%
% of All Funds
6.96%
New
115
Increased
737
Reduced
1,036
Closed
69
Calls
$1.26B
Puts
$1.65B
Net Calls
-$392M
Net Calls Change
+$419M

Top Buyers

1
BlackRock
BlackRock
New York
+$13.4B
2
TFM
Trian Fund Management
New York
+$2.72B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$460M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
5
American Century Companies
American Century Companies
Missouri
+$258M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$722M
2
Capital World Investors
Capital World Investors
California
-$473M
3
Morgan Stanley
Morgan Stanley
New York
-$293M
4
Capital International Investors
Capital International Investors
California
-$250M
5
FPF
FNY Partners Fund
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1976
Hilton Capital Management
New York
$223K – – –
ACM
1977
Ashford Capital Management
Delaware
$223K – – –
OBWP
1978
O'Brien Wealth Partners
Massachusetts
$223K +$5.93K +66 +3%
BMM
1979
Buffington Mohr McNeal
Idaho
$223K +$98.9K +1,100 +80%
KIM
1980
Karpus Investment Management
New York
$223K +$223K +2,484 New
LIM
1981
Loudon Investment Management
New Hampshire
$222K -$4.32K -48 -2%
SIC
1982
SFE Investment Counsel
California
$222K +$13.8K +154 +7%
GCA
1983
Guardian Capital Advisors
Ontario, Canada
$221K – – –
CCM
1984
Colorado Capital Management
Colorado
$219K +$219K +2,440 New
FC
1985
Forte Capital
New York
$218K -$4.5K -50 -2%
DM
1986
Diker Management
New York
$218K – – –
PCP
1987
Proficio Capital Partners
Massachusetts
$217K +$100K +1,155 +85%
CHP
1988
Cable Hill Partners
Oregon
$214K -$43.3K -481 -17%
KFA
1989
Kays Financial Advisory
Georgia
$210K -$1.39M -15,516 -87%
CPA
1990
Cowen Prime Advisors
New York
$210K -$44.9K -500 -18%
TIM
1991
Total Investment Management
Arizona
$209K +$209K +2,330 New
SNBOSD
1992
Security National Bank of So Dak
Iowa
$206K +$206K +2,288 New
RCP
1993
Rothschild Capital Partners
New York
$205K +$205K +2,277 New
WCM
1994
Wedge Capital Management
North Carolina
$205K +$205K +2,286 New
GKWIM
1995
Gerber Kawasaki Wealth & Investment Management
California
$203K +$203K +2,260 New
WA
1996
Winfield Associates
Ohio
$202K – – –
SRC
1997
Shufro Rose & Co
New York
$201K +$201K +2,230 New
WAM
1998
Watermark Asset Management
California
$201K +$201K +2,234 New
AIP
1999
Ahrens Investment Partners
Louisiana
$201K +$201K +2,241 New
RWG
2000
Regal Wealth Group
California
$198K – – –
78 79
80
81 82