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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 %
WP
1801
WealthPLAN Partners
Nebraska
$698K -$190K -1,926 -21%
CQS
1802
Credential Qtrade Securities
$698K +$320K +3,479 +85%
FNBOSM
1803
First National Bank of South Miami
Florida
$695K +$695K +7,206 New
UCMOK
1804
United Capital Management of KS
Kansas
$693K -$42.8K -466 -6%
CM
1805
Columbus Macro
Pennsylvania
$691K -$44.5K -484 -6%
RIG
1806
Roosevelt Investment Group
New York
$690K – – –
PA
1807
Probity Advisors
Texas
$687K -$24.1K -262 -3%
AIC
1808
Archer Investment Corporation
Indiana
$685K +$685K +7,450 New
SKK
1809
Shepherd Kaplan Krochuk
Massachusetts
$683K – – –
FPS
1810
Fieldpoint Private Securities
Connecticut
$680K +$91.9K +1,000 +16%
HIS
1811
Harvest Investment Services
Illinois
$679K +$679K +7,262 New
CL
1812
CSS LLC
Illinois
$678K – – –
I2I
1813
Insight 2811 Inc
Illinois
$677K -$27.6K -300 -4%
RWM
1814
Ritholtz Wealth Management
New York
$677K +$33.9K +369 +5%
FNC
1815
First National Corp
Massachusetts
$674K +$674K +7,332 New
SWP
1816
Strategic Wealth Partners
Ohio
$672K -$22.6K -234 -3%
JC
1817
Jentner Corp
Ohio
$672K +$736 +8 +0.1%
JAFL
1818
Jay A. Fishman Ltd
Michigan
$670K -$18.2K -198 -3%
LCS
1819
Levin Capital Strategies
New York
$670K -$184K -2,000 -22%
CRM
1820
Cramer Rosenthal McGlynn
Connecticut
$670K – – –
EA
1821
Elm Advisors
California
$670K – – –
AIM
1822
Aspen Investment Management
Michigan
$669K +$9.2K +100 +1%
QSS
1823
Quantitative Systematic Strategies
Florida
$668K -$2.76M -30,003 -81%
JFA
1824
JNBA Financial Advisors
Minnesota
$667K -$196K -2,127 -23%
DIM
1825
DC Investments Management
Virginia
$666K +$57.7K +627 +9%
71 72
73
74 75