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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 %
P
2026
&Partners
Tennessee
$430K +$430K +4,673 New
AFC
2027
AFT Forsyth & Company
Florida
$429K – – –
XSC
2028
X-Square Capital
Puerto Rico
$429K +$643 +7 +0.2%
AWE
2029
Avidian Wealth Enterprises
Texas
$429K +$429K +4,670 New
MPM
2030
Meritage Portfolio Management
Kansas
$428K +$10.7K +116 +3%
FAN
2031
Financial Advisors Network
California
$426K +$426K +4,635 New
NVIM
2032
New Vernon Investment Management
Illinois
$421K -$138K -1,500 -25%
BHB
2033
Bank Hapoalim BM
Israel
$419K – – –
EF
2034
Empirical Finance
Pennsylvania
$417K -$38.1K -414 -8%
HCC
2035
Hirtle Callaghan & Co
Pennsylvania
$414K – – –
SCM
2036
Sterneck Capital Management
Missouri
$412K -$1.38M -15,033 -77%
GTAM
2037
Global Trust Asset Management
Florida
$412K +$128K +1,393 +45%
WIM
2038
Westside Investment Management
California
$410K -$20.5K -223 -5%
PNAA
2039
Pictet North America Advisors
Switzerland
$409K -$167K -1,816 -29%
STB
2040
S&T Bank
Pennsylvania
$409K – – –
IWP
2041
Icon Wealth Partners
Texas
$409K +$29.1K +316 +8%
PFGIA
2042
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$101K +1,094 +33%
HWA
2043
Heritage Wealth Advisors
Virginia
$406K -$4.04K -44 -1%
CVM
2044
Cheviot Value Management
California
$404K +$404K +4,392 New
VIM
2045
Vista Investment Management
Pennsylvania
$402K -$161K -1,754 -29%
EGA
2046
E&G Advisors
Texas
$398K -$423K -4,600 -51%
TCM
2047
Tradition Capital Management
New Jersey
$398K -$18.3K -199 -4%
FFW
2048
Fusion Family Wealth
New York
$398K +$2.39K +26 +0.6%
BBL
2049
Beck Bode LLC
Massachusetts
$397K +$397K +4,315 New
BWCS
2050
Beirne Wealth Consulting Services
Connecticut
$397K +$397K +4,324 New
80 81
82
83 84