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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
$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 %
SICM
2251
Sustainable Insight Capital Management
New York
– -$595K -7,500 Closed
AIS
2252
AlphaOne Investment Services
Pennsylvania
– -$572K -7,220 Closed
FMT
2253
First Mercantile Trust
Tennessee
– -$531K -6,700 Closed
NA
2254
Nottingham Advisors
New York
– -$589K -6,315 Closed
FPCP
2255
Fort Point Capital Partners
California
– -$492K -6,206 Closed
MA
2256
MANA Advisors
New York
– -$484K -6,109 Closed
CPA
2257
Capital Planning Advisors
California
– -$464K -5,847 Closed
CISOA
2258
Capital Investment Services of America
Wisconsin
– -$420K -5,300 Closed
NMC
2259
Nine Masts Capital
Hong Kong
– -$404K -5,100 Closed
WCA
2260
Westover Capital Advisors
Delaware
– -$404K -5,094 Closed
CC
2261
Capital Counsel
New York
– -$400K -5,045 Closed
MCM
2262
Mitchell Capital Management
Kansas
– -$400K -5,040 Closed
AWA
2263
AmeriServ Wealth Advisors
Pennsylvania
– -$364K -5,000 Closed
MNG
2264
Manning & Napier Group
New York
– -$393K -4,960 Closed
RRC
2265
Relaxing Retirement Coach
Massachusetts
– -$335K -4,228 Closed
CRWM
2266
Castle Rock Wealth Management
California
– -$317K -3,997 Closed
BFPW
2267
BOK Financial Private Wealth
Colorado
– -$312K -3,936 Closed
GA
2268
Gateway Advisory
New Jersey
– -$305K -3,851 Closed
SCM
2269
SKBA Capital Management
California
– -$291K -3,670 Closed
SL
2270
Signition LP
New York
– -$274K -3,462 Closed
CG
2271
Clinton Group
New York
– -$270K -3,411 Closed
TA
2272
Trellis Advisors
Washington
– -$256K -3,224 Closed
CFA
2273
Cahill Financial Advisors
Minnesota
– -$254K -3,199 Closed
CFA
2274
Capstone Financial Advisors
Illinois
– -$248K -3,126 Closed
CPIM
2275
Columbia Partners Investment Management
Virginia
– -$246K -3,110 Closed
88 89 90
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