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Procter & Gamble
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Overview Fund Activity

2,417 hedge funds and large institutions have $142B invested in Procter & Gamble in 2018 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 806 increasing their positions, 1,069 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+188
Holders Change %
+8.43%
% of All Funds
53.94%
Holding in Top 10
277
Holding in Top 10 Change
+147
Holding in Top 10 Change %
+113.08%
% of All Funds
6.18%
New
297
Increased
806
Reduced
1,069
Closed
87
Calls
$2.13B
Puts
$1.41B
Net Calls
+$718M
Net Calls Change
+$453M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816M
2
Boston Partners
Boston Partners
Massachusetts
+$775M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$604M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$490M
5
BlackRock
BlackRock
New York
+$438M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$864M
2
YAM
Yacktman Asset Management
Texas
-$296M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$203M
4
Two Sigma Investments
Two Sigma Investments
New York
-$190M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMC
1701
Founders Capital Management (Connecticut)
Connecticut
$860K +$27.6K +300 +3%
GHAM
1702
Gilman Hill Asset Management
Connecticut
$860K +$420K +4,568 +95%
MWM
1703
Meridian Wealth Management
Kentucky
$859K -$38.4K -418 -4%
QI
1704
Qtron Investments
Massachusetts
$858K +$858K +9,335 New
BEAM
1705
Baker Ellis Asset Management
Washington
$857K – – –
EWM
1706
Elmwood Wealth Management
California
$853K +$26.1K +284 +3%
SCA
1707
STALEY CAPITAL ADVISERS
Pennsylvania
$851K – – –
VC
1708
Vicus Capital
Pennsylvania
$849K -$217K -2,366 -20%
SJIM
1709
St. Johns Investment Management
Florida
$849K -$26.2K -285 -3%
CFS
1710
CRA Financial Services
New Jersey
$849K +$849K +9,232 New
CWM
1711
Connecticut Wealth Management
Connecticut
$848K -$11.3K -123 -1%
MFP
1712
Meridian Financial Partners
Virginia
$847K +$847K +9,211 New
VCWA
1713
Vanguard Capital Wealth Advisors
Colorado
$845K +$102K +1,111 +14%
RPA
1714
Rock Point Advisors
Vermont
$842K -$86K -935 -9%
CNAM
1715
Campbell Newman Asset Management
Wisconsin
$842K – – –
SMG
1716
Spectrum Management Group
Indiana
$836K – – –
RP
1717
Rowlandmiller & Partners
Georgia
$835K +$110K +1,202 +15%
JHCP
1718
Jackson Hole Capital Partners
Oklahoma
$833K +$833K +9,068 New
AOWM
1719
Alpha Omega Wealth Management
Virginia
$827K -$35.7K -388 -4%
LDFR
1720
Lehman & Derafelo Financial Resources
Pennsylvania
$827K +$827K +8,998 New
Jacobs Levy Equity Management
1721
Jacobs Levy Equity Management
New Jersey
$826K -$4.9M -53,382 -86%
WCM
1722
WealthBridge Capital Management
Ohio
$826K +$826K +8,987 New
DA
1723
Doliver Advisors
Texas
$825K -$478K -5,200 -37%
OWP
1724
Obermeyer Wealth Partners
Colorado
$824K +$460 +5 +0.1%
VCM
1725
Violich Capital Management
California
$820K – – –
67 68
69
70 71