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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 %
LA
2076
Legacy Advisors
Pennsylvania
$365K -$770K -8,389 -68%
PA
2077
PFG Advisors
Arizona
$363K +$363K +3,655 New
CCA
2078
Conestoga Capital Advisors
Pennsylvania
$362K – – –
NFG
2079
Nadler Financial Group
Illinois
$361K +$12.3K +134 +4%
QCIG
2080
Quad-Cities Investment Group
Iowa
$358K +$92 +1 +0%
SAM
2081
Strategy Asset Managers
California
$356K +$18.4K +200 +5%
AWP
2082
Ascent Wealth Partners
New York
$355K -$22.5K -245 -6%
WP
2083
WealthShield Partners
North Carolina
$354K +$91.5K +996 +35%
LIM
2084
Loudon Investment Management
New Hampshire
$353K -$12.2K -133 -3%
RHJA
2085
Rice Hall James & Associates
California
$353K +$111K +1,205 +46%
TL
2086
Tirschwell & Loewy
New York
$352K -$115K -1,250 -25%
JIP
2087
Jaffetilchin Investment Partners
Florida
$351K +$31.9K +347 +10%
WAM
2088
Winslow Asset Management
Ohio
$350K – – –
SLT
2089
St Louis Trust
Missouri
$350K – – –
KA
2090
Klingman & Associates
New York
$350K +$118K +1,290 +51%
CM
2091
Castleark Management
Illinois
$349K – – –
AWA
2092
Acorn Wealth Advisors
Michigan
$348K +$827 +9 +0.2%
PTC
2093
Provident Trust Company
Wisconsin
$347K – – –
MBI
2094
Montrusco Bolton Investments
Quebec, Canada
$345K -$1.65K -18 -0.5%
ACM
2095
Armbruster Capital Management
New York
$345K – – –
BA
2096
Bristlecone Advisors
Washington
$345K +$33.7K +366 +11%
IIA
2097
IPG Investment Advisors
California
$345K +$1.1K +12 +0.3%
SSWM
2098
Sheets Smith Wealth Management
North Carolina
$344K +$368 +4 +0.1%
Schroder Investment Management Group
2099
Schroder Investment Management Group
United Kingdom
$343K -$12.8K -139,299 -4%
RWMH
2100
Riverpoint Wealth Management Holdings
Illinois
$342K -$39.8K -433 -10%
82 83
84
85 86