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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 %
HCM
2001
Harvey Capital Management
Florida
$259K – – –
PCMI
2002
Paradigm Capital Management Inc
New York
$258K – – –
EMG
2003
Ellington Management Group
Connecticut
$258K +$258K +3,300 New
KFA
2004
Kelleher Financial Advisors
New York
$256K -$107K -1,377 -30%
HK
2005
Horizon Kinetics
New York
$255K -$21.8K -280 -8%
CAM
2006
Covenant Asset Management
New Jersey
$255K – – –
BCA
2007
Bay Colony Advisors
Massachusetts
$255K +$255K +3,270 New
MFG
2008
Monte Financial Group
Connecticut
$254K -$103K -1,322 -29%
NWS
2009
Newport Wealth Strategies
California
$252K -$124K -1,585 -33%
AC
2010
Allstate Corporation
Illinois
$251K +$251K +3,210 New
CFIA
2011
Cantor Fitzgerald Investment Advisors
New York
$250K – – –
GAAM
2012
Guinness Atkinson Asset Management
California
$249K – – –
AAS
2013
Annex Advisory Services
Wisconsin
$249K +$391 +5 +0.2%
WIM
2014
Westside Investment Management
California
$248K +$3.2K +41 +1%
PAA
2015
Peregrine Asset Advisers
Oregon
$247K – – –
RAM
2016
Riggs Asset Management
Pennsylvania
$247K – – –
KCM
2017
Kendall Capital Management
Maryland
$245K +$245K +3,143 New
WA
2018
WESPAC Advisors
California
$242K -$235K -3,006 -49%
BCWM
2019
Blue Chip Wealth Management
Florida
$242K -$63.4K -810 -21%
FSCM
2020
Front Street Capital Management
Montana
$242K -$3.51K -45 -1%
TC
2021
TradeLink Capital
Illinois
$242K +$242K +3,100 New
PCM
2022
Princeton Capital Management
New Jersey
$241K -$11K -141 -4%
CC
2023
Claybrook Capital
Massachusetts
$241K -$7.81K -100 -3%
GTAM
2024
Global Trust Asset Management
Florida
$241K +$12.8K +164 +6%
REMPR
2025
Roof Eidam Maycock Peralta (REMP)
California
$239K -$11.8K -151 -5%
79 80
81
82 83