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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 %
RTS
1976
Round Table Services
New Jersey
$476K +$32.5K +354 +7%
WA
1977
Wealth Architects
California
$475K -$116K -1,258 -20%
PAMG
1978
Patton Albertson Miller Group
Tennessee
$475K -$48.8K -497 -9%
ECM
1979
EagleClaw Capital Management
Massachusetts
$473K – – –
PIA
1980
Pinion Investment Advisors
Kansas
$472K -$92.6K -1,007 -16%
WLIM
1981
White Lighthouse Investment Management
Massachusetts
$472K +$28.6K +311 +6%
WMA
1982
Wealth Management Associates
New Jersey
$471K +$471K +5,120 New
BCA
1983
Berman Capital Advisors
Georgia
$466K -$41.6K -455 -8%
RAM
1984
Redmond Asset Management
Virginia
$466K -$27K -294 -5%
BOS
1985
Bank of Stockton
California
$466K -$1.84K -20 -0.4%
KL
1986
KWMG LLC
Kansas
$466K – – –
KF
1987
Krilogy Financial
Missouri
$466K +$368 +4 +0.1%
BWP
1988
Baldwin Wealth Partners
Massachusetts
$465K +$38.5K +419 +9%
WBG
1989
Wharton Business Group
Pennsylvania
$464K – – –
ECM
1990
Elgethun Capital Management
South Dakota
$463K -$91.1K -994 -16%
MC
1991
Montag & Caldwell
Georgia
$462K – – –
SCM
1992
Stordahl Capital Management
Colorado
$461K +$23.3K +253 +5%
SWA
1993
SFMG Wealth Advisors
Texas
$460K +$29.7K +323 +7%
AA
1994
Advisory Alpha
Michigan
$460K +$460K +4,676 New
WCA
1995
Windsor Creek Advisors
Vermont
$460K +$460K +5,000 New
BCM
1996
Breiter Capital Management
Florida
$459K -$424K -4,609 -48%
GAMC
1997
Garner Asset Management Corp
Texas
$459K -$9.11K -99 -2%
CRIG
1998
Charter Research & Investment Group
Connecticut
$459K – – –
ICM
1999
IMS Capital Management
Oregon
$458K -$128K -1,398 -22%
PAG
2000
Pinnacle Advisory Group
Maryland
$456K +$24.5K +266 +6%
78 79
80
81 82