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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 %
PCP
2076
Proficio Capital Partners
Massachusetts
$195K +$32.1K +410 +20%
Cohen & Steers
2077
Cohen & Steers
New York
$194K -$47.1K -602 -20%
ACM
2078
AUA Capital Management
Pennsylvania
$188K -$10.7K -137 -5%
CHP
2079
Cable Hill Partners
Oregon
$187K -$37.6K -481 -17%
PFA
2080
Pathway Financial Advisors
Vermont
$187K -$19.5K -250 -9%
FGAM
2081
Financial Gravity Asset Management
Texas
$186K -$8.56K -105 -4%
CFD
2082
Creative Financial Designs
Indiana
$185K -$33K -423 -15%
BWL
2083
Bogart Wealth LLC
Virginia
$184K +$38.9K +499 +27%
AIM
2084
Arcadia Investment Management
Michigan
$183K -$125K -1,600 -41%
EVC
2085
Eidelman Virant Capital
Missouri
$183K – – –
PAI
2086
Pittenger & Anderson Inc
Nebraska
$180K +$11.7K +150 +7%
FCMT
2087
Founders Capital Management (Texas)
Texas
$176K -$373K -4,772 -68%
TCM
2088
Tuttle Capital Management
Connecticut
$175K -$676K -8,698 -79%
TCM
2089
TD Capital Management
Tennessee
$173K -$52.6K -673 -23%
RWG
2090
Regal Wealth Group
California
$172K – – –
CWA
2091
Clarus Wealth Advisors
Arizona
$172K +$172K +2,173 New
WAM
2092
Watermark Asset Management
California
$168K +$4.45K +57 +3%
NCM
2093
New Capital Management
Texas
$163K -$32.5K -416 -17%
RCWMU
2094
Rothschild & Co Wealth Management (UK)
United Kingdom
$162K – – –
LA
2095
Legacy Advisors
Pennsylvania
$160K -$937 -12 -0.6%
TC
2096
Trust Company
Kansas
$152K – – –
WA
2097
WealthTrust-Arizona
Arizona
$152K +$234 +3 +0.2%
MS
2098
Marshall & Sullivan
Washington
$149K +$149K +1,913 New
Barrow, Hanley, Mewhinney & Strauss
2099
Barrow, Hanley, Mewhinney & Strauss
Texas
$146K -$12.9K -166 -8%
BAMCO Inc
2100
BAMCO Inc
New York
$140K – – –
82 83
84
85 86