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Procter & Gamble

2,926 hedge funds and large institutions have $216B invested in Procter & Gamble in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,250 increasing their positions, 1,153 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,926
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
51.39%
Holding in Top 10
217
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.44%
% of All Funds
3.81%
New
125
Increased
1,250
Reduced
1,153
Closed
79
Calls
$2.27B
Puts
$1.86B
Net Calls
+$410M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
2626
Source Financial Advisors
New York
$302K
HF
2627
Halpern Financial
Virginia
$301K +$217K +1,554 +258%
EIA
2628
Eldridge Investment Advisors
New Hampshire
$300K
BWM
2629
BCGM Wealth Management
Indiana
$299K -$19.6K -137 -6%
OPOWM
2630
One Plus One Wealth Management
Florida
$299K +$140 +1 +0%
DDPIC
2631
Deroy & Devereaux Private Investment Counsel
Michigan
$298K
LI
2632
Latash Investments
Alaska
$298K
SLG
2633
Stanley-Laman Group
Pennsylvania
$297K +$279 +2 +0.1%
PWM
2634
Prentice Wealth Management
New York
$297K +$7.55K +54 +3%
MFS
2635
McNamara Financial Services
Massachusetts
$295K -$20K -143 -6%
WAM
2636
WealthTrust Asset Management
Florida
$295K +$5.73K +41 +2%
CWM
2637
Curi Wealth Management
North Carolina
$294K +$38.9K +279 +15%
SAM
2638
Sompo Asset Management
Japan
$293K -$34.9K -250 -11%
FI
2639
Financial Insights
Washington
$293K +$1.26K +9 +0.4%
IAP
2640
Indie Asset Partners
Indiana
$293K +$12K +86 +4%
GCA
2641
Gradient Capital Advisors
California
$293K +$13.5K +97 +5%
BA
2642
Ballast Advisors
Minnesota
$292K
DAM
2643
Derbend Asset Management
Georgia
$292K +$9.38K +67 +3%
CP
2644
Camelot Portfolios
Ohio
$290K +$140 +1 +0%
FAG
2645
Financial Advisory Group
Texas
$287K +$7.14K +51 +3%
CCFM
2646
Clear Creek Financial Management
Washington
$286K +$2.94K +21 +1%
OPW
2647
Oxler Private Wealth
New York
$286K +$31.6K +227 +12%
FWM
2648
Filbrandt Wealth Management
Wisconsin
$284K +$1.68K +12 +0.6%
CAM
2649
Concorde Asset Management
Michigan
$284K +$19.3K +138 +7%
PCM
2650
Piedmont Capital Management
Montana
$283K -$1.68K -12 -0.6%