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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 %
WCWM
2051
Wooster Corthell Wealth Management
Connecticut
$216K – – –
CA
2052
Continuum Advisory
Idaho
$215K -$64K -820 -23%
TCB
2053
Texas Capital Bancshares
Texas
$215K – – –
SWM
2054
Sanctuary Wealth Management
Idaho
$215K – – –
BIA
2055
Barry Investment Advisors
Massachusetts
$215K +$215K +2,756 New
PIM
2056
Profit Investment Management
Maryland
$213K +$213K +2,735 New
BJ
2057
Brouwer & Janachowski
California
$212K -$17.7K -227 -8%
HA
2058
Hays Advisory
Tennessee
$212K -$7.96K -102 -4%
YMRC
2059
Yorktown Management & Research Company
Virginia
$211K – – –
DSN
2060
D. Scott Neal
Kentucky
$210K -$51.9K -666 -20%
CCM
2061
Colorado Capital Management
Colorado
$210K -$50.4K -645 -19%
RT
2062
Reliance Trust
Georgia
$209K -$39.9K -511 -16%
RIG
2063
Renaissance Investment Group
Massachusetts
$209K – – –
WAS
2064
Winch Advisory Services
Wisconsin
$208K +$4.76K +61 +2%
TWA
2065
Tillar-Wenstrup Advisors
Ohio
$207K +$207K +2,646 New
RHJA
2066
Rice Hall James & Associates
California
$206K – – –
LD
2067
Lipe & Dalton
New York
$204K – – –
SIM
2068
Sterling Investment Management
Arizona
$203K +$78 +1 +0%
FA
2069
FCG Advisors
New Jersey
$203K +$203K +2,595 New
MC
2070
Miles Capital
Iowa
$202K – – –
NWM
2071
Northwest Wealth Management
Iowa
$202K +$780 +10 +0.4%
Credit Agricole
2072
Credit Agricole
France
$202K +$83.5K +1,064 +70%
OMC
2073
Overbrook Management Corp
New York
$200K -$1.43M -18,288 -88%
BLAM
2074
Bourne Lent Asset Management
New York
$200K -$10.4K -134 -5%
HCM
2075
Hilton Capital Management
New York
$196K +$196K +2,505 New
81 82
83
84 85