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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 %
WAM
2001
Wolverine Asset Management
Illinois
$192K +$192K +2,142 New
SHJ
2002
Sharkey, Howes & Javer
Colorado
$191K -$18K -200 -9%
FPA
2003
Fieldpoint Private Advisors
New York
$189K -$317K -3,526 -63%
WP
2004
WealthPLAN Partners
Nebraska
$184K +$184K +2,043 New
AIM
2005
Assured Investment Management
New York
$180K +$142K +1,580 +370%
LA
2006
Legacy Advisors
Pennsylvania
$179K -$23.7K -265 -12%
CCMW
2007
Cypress Capital Management (Wyoming)
Wyoming
$166K – – –
RA
2008
Rational Advisors
New York
$161K -$1.33M -14,776 -89%
BAMCO Inc
2009
BAMCO Inc
New York
$161K – – –
RPG
2010
Risk Paradigm Group
Texas
$161K -$103K -1,150 -39%
BIMC
2011
Benson Investment Management Company
Virginia
$157K – – –
NMC
2012
Nine Masts Capital
Hong Kong
$153K +$153K +1,700 New
EWM
2013
Edge Wealth Management
New York
$148K +$21.7K +240 +17%
RAM
2014
Riggs Asset Management
Pennsylvania
$144K +$15.3K +170 +12%
KBFS
2015
Kohmann Bosshard Financial Services
Ohio
$144K +$144K +1,603 New
BIG
2016
Bellwether Investment Group
Tennessee
$127K -$701K -7,825 -85%
FMT
2017
First Mercantile Trust
Tennessee
$125K -$5.87K -65 -4%
LF
2018
Lee Financial
Texas
$123K – – –
RFWA
2019
RPg Family Wealth Advisory
Massachusetts
$116K +$18.6K +207 +19%
DIA
2020
Davidson Investment Advisors
Montana
$113K -$79.3K -895 -41%
KKAMG
2021
Kernodle & Katon Asset Management Group
Arkansas
$111K +$5.41K +60 +5%
GWA
2022
Guidant Wealth Advisors
Illinois
$108K +$97.8K +1,089 +964%
SEC
2023
Seven Eight Capital
New York
$108K +$108K +1,201 New
APSP
2024
Asset Planning Services (Pennsylvania)
Pennsylvania
$107K +$47.5K +526 +80%
BCM
2025
Blume Capital Management
California
$106K -$42.1K -470 -28%
79 80
81
82 83