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Procter & Gamble
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Overview Fund Activity

2,073 hedge funds and large institutions have $140B invested in Procter & Gamble in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 777 increasing their positions, 971 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,073
Holders Change
+3
Holders Change %
+0.14%
% of All Funds
51.76%
Holding in Top 10
237
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.66%
% of All Funds
5.92%
New
76
Increased
777
Reduced
971
Closed
58
Calls
$1.75B
Puts
$1.59B
Net Calls
+$168M
Net Calls Change
+$906M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$284M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$263M
3
BlackRock
BlackRock
New York
+$226M
4
ClearBridge Investments
ClearBridge Investments
New York
+$133M
5
DZ Bank
DZ Bank
Germany
+$131M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$402M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$242M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$219M
4
State Street
State Street
Massachusetts
-$218M
5
Capital World Investors
Capital World Investors
California
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
1976
Kays Financial Advisory
Georgia
$214K -$12.2K -134 -5%
EVC
1977
Eidelman Virant Capital
Missouri
$213K -$473K -5,205 -69%
AC
1978
Allstate Corporation
Illinois
$209K -$4.21M -46,253 -95%
CPA
1979
Cowen Prime Advisors
New York
$209K -$3.64K -40 -2%
WA
1980
Winfield Associates
Ohio
$209K +$3.19K +35 +2%
GKWIM
1981
Gerber Kawasaki Wealth & Investment Management
California
$208K +$208K +2,260 New
SNBOSD
1982
Security National Bank of So Dak
Iowa
$208K +$208K +2,288 New
DA
1983
DSC Advisors
Illinois
$206K +$206K +2,263 New
TIM
1984
Total Investment Management
Arizona
$205K +$205K +2,254 New
SNBOSCI
1985
Security National Bank of Sioux City Iowa
Iowa
$204K +$204K +2,238 New
IOOF
1986
Independent Order of Foresters
Ontario, Canada
$203K – – –
CWA
1987
Cypress Wealth Advisors
California
$203K +$203K +2,229 New
OKSA
1988
O'Keefe Stevens Advisory
New York
$203K +$203K +2,234 New
CVM
1989
Cheviot Value Management
California
$203K +$203K +2,234 New
BC
1990
Banced Corp
Illinois
$202K +$202K +2,223 New
RWG
1991
Regal Wealth Group
California
$200K – – –
FIM
1992
Fernwood Investment Management
Massachusetts
$200K +$200K +2,199 New
KCP
1993
KDI Capital Partners
North Carolina
$197K -$703K -7,741 -78%
WAM
1994
Watermark Asset Management
California
$190K -$14.1K -155 -7%
LA
1995
Legacy Advisors
Pennsylvania
$186K +$4.27K +47 +2%
LGWM
1996
Litman Gregory Wealth Management
California
$173K +$173K +1,900 New
AIS
1997
AlphaOne Investment Services
Pennsylvania
$169K +$169K +1,854 New
CCMW
1998
Cypress Capital Management (Wyoming)
Wyoming
$168K – – –
WA
1999
WealthTrust-Arizona
Arizona
$166K +$272 +3 +0.2%
RA
2000
Rational Advisors
New York
$163K -$100K -1,100 -38%
78 79
80
81 82