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
$991M
2
BlackRock
BlackRock
New York
$13B
3
AAMU
Amundi Asset Management US
Massachusetts
$493M
4
CSIA
Charles Schwab Investment Advisory
California
$241M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$2.44B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.2B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Barclays
Barclays
United Kingdom
$246M
4
American Century Companies
American Century Companies
Missouri
$834M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
2151
TLP Group
Illinois
$46K -$377K -4,873 -89%
PWAG
2152
Polaris Wealth Advisory Group
California
$42K -$88.4K -1,116 -68%
JIR
2153
James Investment Research
Ohio
$37K – – –
HWM
2154
Holloway Wealth Management
Florida
$35K -$36K – –
PFO
2155
Pathstone Family Office
New Jersey
$32K – – –
PCC
2156
Park Circle Company
Maryland
$31K +$31K +400 New
MUS
2157
Mitsubishi UFJ Securities
Japan
$30K -$40.8K -530 -58%
VIM
2158
Veritas Investment Management
United Kingdom
$30K – – –
RCG
2159
Ruggie Capital Group
Florida
$29K – – –
IF
2160
Ironwood Financial
Arizona
$29K +$237 +3 +0.8%
AIA
2161
Arcadia Investment Advisors
Idaho
$27.9K – – –
AWMS
2162
Advocacy Wealth Management Services
Georgia
$27K – – –
SPL
2163
Smart Portfolios LLC
Washington
$24K – – –
IAS
2164
IMA Advisory Services
Colorado
$24K +$24K +311 New
CAL
2165
Capital Advisors Ltd
Ohio
$23K – – –
BL
2166
Balentine LLC
Georgia
$22K +$15.4K +197 +232%
TAIM
2167
TD Ameritrade Investment Management
Nebraska
$22K +$22K +281 New
FMP
2168
Financial Management Professionals
Texas
$21K – – –
CWM
2169
Cranbrook Wealth Management
Michigan
$21K – – –
TWMP
2170
Taylor Wealth Management Partners
Massachusetts
$21K – – –
JWBC
2171
John W. Bristol & Co
New York
$20K – – –
MPPLM
2172
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$20K – – –
CI
2173
CX Institutional
Indiana
$20K +$20K +261 New
SQA
2174
Simon Quick Advisors
New Jersey
$18K -$33.4K -428 -65%
SFPIA
2175
Stevens First Principles Investment Advisors
California
$16K -$813K -10,210 -98%
85 86
87
88 89