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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 %
IF
2376
Ironwood Financial
Arizona
$34K +$273 +3 +0.8%
AIA
2377
Arcadia Investment Advisors
Idaho
$32.8K – – –
AWMS
2378
Advocacy Wealth Management Services
Georgia
$32K – – –
LWA
2379
Lenox Wealth Advisors
New York
$29K -$10.3K -112 -26%
CH
2380
Canton Hathaway
Rhode Island
$28K – – –
BL
2381
Balentine LLC
Georgia
$28K +$7.39K +81 +36%
PGAM
2382
Princeton Global Asset Management
New Jersey
$27K +$27K +292 New
UB
2383
UMB Bank
Missouri
$26.5K -$807 -8,775 -3%
BCM
2384
Brasada Capital Management
Texas
$25K -$13.6K -148 -35%
FMP
2385
Financial Management Professionals
Texas
$25K – – –
TWMP
2386
Taylor Wealth Management Partners
Massachusetts
$18K -$6.75K -75 -27%
SQA
2387
Simon Quick Advisors
New Jersey
$16K -$5.12K -56 -24%
CJA
2388
C-J Advisory
California
$16K – – –
ICOM
2389
Investment Counselors of Maryland
Maryland
$15K – – –
RBC
2390
Roble Belko & Company
Pennsylvania
$14K -$50.3K -561 -78%
MFT
2391
Moisand Fitzgerald Tamayo
Florida
$13K – – –
WCM
2392
Wealthcare Capital Management
Virginia
$13K +$271 +3 +2%
BI
2393
Bramshill Investments
Florida
$11K +$11K +119 New
MWC
2394
MBM Wealth Consultants
Missouri
$11K +$11K +119 New
NCM
2395
Next Capital Management
New York
$11K +$11K +125 New
TCM
2396
Tanaka Capital Management
New York
$10K – – –
DWA
2397
Dougherty Wealth Advisers
Minnesota
$10K +$10K +100 New
EWA
2398
Evolution Wealth Advisors
Florida
$10K +$10K +109 New
FA
2399
Fortis Advisors
Pennsylvania
$9K – – –
FA
2400
Financial Advantage
Maryland
$9K +$9K +100 New
94 95
96
97 98