PG icon

Procter & Gamble
PG

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 %
WP
2026
WealthShield Partners
North Carolina
$239K -$11.2K -144 -4%
SCM
2027
Silvant Capital Management
Georgia
$239K – – –
CPC
2028
Congress Park Capital
New York
$238K +$1.25K +16 +0.5%
CCM
2029
Crossvault Capital Management
Texas
$238K +$238K +3,050 New
HFA
2030
Huber Financial Advisors
Illinois
$237K -$96K -1,232 -29%
PCA
2031
Providence Capital Advisors
North Carolina
$237K -$18K -230 -7%
SIA
2032
Starfire Investment Advisers
Michigan
$237K -$5.92K -76 -2%
CPH
2033
C Partners Holding
Switzerland
$237K +$35.3K +451 +17%
WCWM
2034
Willow Creek Wealth Management
California
$236K -$19.7K -253 -8%
IG
2035
Ithaka Group
Virginia
$234K – – –
HCM
2036
HGI Capital Management
New York
$234K +$234K +3,000 New
GKWIM
2037
Gerber Kawasaki Wealth & Investment Management
California
$230K +$230K +2,954 New
EIA
2038
Edgemoor Investment Advisors
Maryland
$229K -$5.23K -67 -2%
SCP
2039
Seizert Capital Partners
Michigan
$229K – – –
DOA
2040
D'Orazio & Associates
Virginia
$228K -$3.2K -41 -1%
Aristotle Capital Management
2041
Aristotle Capital Management
California
$226K -$144K -1,843 -39%
PAIM
2042
Punch & Associates Investment Management
Minnesota
$225K -$3M -38,358 -93%
F
2043
F3Logic
Minnesota
$224K +$224K +2,917 New
HC
2044
Hendley & Co
Ohio
$223K – – –
CAGAS
2045
Capital Advisory Group Advisory Services
Minnesota
$222K +$1.02K +13 +0.5%
NEPPG
2046
New England Professional Planning Group
Rhode Island
$221K – – –
RPGK
2047
Retirement Planning Group (Kansas)
Kansas
$220K -$70.2K -900 -24%
M
2048
MOTCO
Texas
$219K -$7.27M -92,732 -97%
TFF
2049
The Family Firm
Maryland
$219K -$124K -1,586 -36%
TIM
2050
Tortoise Investment Management
New York
$219K -$4.05K -52 -2%
80 81
82
83 84