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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 %
BWM
2001
BT Wealth Management
Georgia
$456K +$456K +4,627 New
JSL
2002
JT Stratford LLC
Georgia
$454K -$43.8K -477 -9%
NP
2003
NorthRock Partners
Minnesota
$453K -$144K -1,570 -24%
APC
2004
Aspire Private Capital
North Carolina
$453K +$453K +4,928 New
BPA
2005
Beacon Pointe Advisors
California
$453K +$453K +4,943 New
FCFC
2006
First Commonwealth Financial Corp
Pennsylvania
$452K – – –
CA
2007
Claro Advisors
Massachusetts
$451K +$451K +5,424 New
VAM
2008
Verity Asset Management
North Carolina
$450K -$44.1K -480 -9%
AAM
2009
American Asset Management
Florida
$448K – – –
VCM
2010
Vivaldi Capital Management
Illinois
$445K +$445K +4,836 New
LRIC
2011
Long Road Investment Counsel
Michigan
$443K – – –
SWM
2012
Shakespeare Wealth Management
Wisconsin
$440K -$10.4K -113 -2%
IF
2013
IRON Financial
Illinois
$439K +$2.3K +25 +0.5%
FAM
2014
Fenimore Asset Management
New York
$438K -$1.38K -15 -0.3%
RI
2015
Ridgewood Investments
New Jersey
$438K – – –
BC
2016
Banced Corp
Illinois
$437K -$35.4K -386 -7%
PA
2017
Parkside Advisors
California
$437K +$17K +185 +4%
JF
2018
JSF Financial
California
$437K +$437K +4,752 New
AIM
2019
Acropolis Investment Management
Missouri
$433K -$8.36K -91 -2%
HIC
2020
Hartline Investment Corp
Illinois
$432K – – –
SOAMC
2021
Spirit of America Management Corp
New York
$432K – – –
HFA
2022
High Falls Advisors
New York
$432K +$184 +2 +0%
CHP
2023
Cable Hill Partners
Oregon
$431K +$240K +2,609 +125%
CT
2024
Clearstead Trust
Maine
$430K -$41.3K -450 -9%
WF
2025
WoodTrust Financial
Wisconsin
$430K – – –
79 80
81
82 83