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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 %
BPWA
1901
Beacon Pointe Wealth Advisors
California
$566K +$566K +6,167 New
TAM
1902
Todd Asset Management
Kentucky
$565K -$344K -3,744 -38%
LC
1903
Lavaca Capital
Texas
$565K +$565K +6,146 New
FBFS
1904
First Business Financial Services
Wisconsin
$563K +$563K +6,120 New
MCP
1905
Mirador Capital Partners
California
$562K -$60.4K -657 -10%
CGL
1906
Clarius Group LLC
Washington
$562K +$232K +2,528 +70%
FRA
1907
Front Row Advisors
California
$560K +$9.38K +102 +2%
JLBC
1908
J.L. Bainbridge & Co
Florida
$559K +$828 +9 +0.1%
CCM
1909
Carlson Capital Management
Minnesota
$557K +$146K +1,590 +36%
SA
1910
SL Advisors
New Jersey
$556K +$92 +1 +0%
MFW
1911
Meristem Family Wealth
Minnesota
$554K -$26.7K -290 -5%
BWP
1912
Bernardo Wealth Planning
Pennsylvania
$553K +$553K +6,017 New
ACM
1913
Alethea Capital Management
Washington
$552K – – –
LCH
1914
Lee Capital Holdings
New York
$552K – – –
TCM
1915
Tradewinds Capital Management
Washington
$551K -$5.33K -58 -1%
MFG
1916
Merit Financial Group
Georgia
$550K +$5.15K +56 +0.9%
PBT
1917
Pictet Bank & Trust
Bahamas
$547K -$221K -2,400 -29%
WA
1918
WESPAC Advisors
California
$546K -$23.4K -254 -4%
CWM
1919
Catamount Wealth Management
Connecticut
$545K – – –
RW
1920
REDW Wealth
New Mexico
$542K +$184 +2 +0%
WPSG
1921
Wealth & Pension Services Group
Georgia
$541K +$541K +5,891 New
OIA
1922
Optimum Investment Advisors
Illinois
$540K +$166K +1,802 +44%
OIA
1923
OneDigital Investment Advisors
Kansas
$538K +$21.3K +232 +4%
WP
1924
WealthSource Partners
California
$538K +$117K +1,276 +28%
EBSAM
1925
Eubel Brady & Suttman Asset Management
Ohio
$535K +$11.3K +123 +2%
75 76
77
78 79