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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 %
MAA
2051
Mraz Amerine & Associates
California
$395K +$10.1K +110 +3%
TIA
2052
Tiemann Investment Advisors
California
$394K -$17.1K -186 -4%
MA
2053
MONECO Advisors
Connecticut
$392K +$392K +4,261 New
PWMG
2054
Prestige Wealth Management Group
New Jersey
$392K +$392K +4,262 New
FFG
2055
Frisch Financial Group
New York
$392K +$392K +4,266 New
QAM
2056
Questar Asset Management
Minnesota
$390K +$390K +4,238 New
WA
2057
Wambolt & Associates
Colorado
$390K +$390K +4,239 New
MIC
2058
Meridian Investment Counsel
California
$389K +$184 +2 +0%
LWM
2059
Lyell Wealth Management
California
$386K -$2.76K -30 -0.7%
DLHL
2060
Donald L. Hagan LLC
Florida
$386K – – –
OFW
2061
Omnia Family Wealth
Florida
$384K +$3.58K +39 +0.9%
OIM
2062
Orca Investment Management
Oregon
$383K -$1.84K -20 -0.5%
SA
2063
SRH Advisors
Kansas
$383K +$367 +4 +0.1%
LSC
2064
Lesa Sroufe & Co
Washington
$380K – – –
HCP
2065
Holt Capital Partners
Texas
$377K – – –
MC
2066
Mathes Company
New York
$377K – – –
LWM
2067
Liberty Wealth Management
California
$377K +$377K +4,105 New
CWM
2068
Confluence Wealth Management
Oregon
$376K -$48K -523 -11%
W
2069
WealthOne
New York
$376K +$376K +4,090 New
AW
2070
Alpha Windward
Massachusetts
$375K -$27K -294 -7%
MFS
2071
McNamara Financial Services
Massachusetts
$369K – – –
PGWM
2072
Parisi Gray Wealth Management
New Jersey
$369K +$4.2K +46 +1%
XWM
2073
Xcel Wealth Management
Florida
$369K +$369K +4,023 New
GPA
2074
Guidance Point Advisors
Massachusetts
$368K +$368K +4,004 New
AF
2075
Affiance Financial
Minnesota
$367K -$3.96K -43 -1%
81 82
83
84 85