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Procter & Gamble

2,715 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 921 increasing their positions, 1,172 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,715
Holders Change
+229
Holders Change %
+9.21%
% of All Funds
53.61%
Holding in Top 10
322
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-18.27%
% of All Funds
6.36%
New
329
Increased
921
Reduced
1,172
Closed
63
Calls
$1.98B
Puts
$2.09B
Net Calls
-$113M
Net Calls Change
+$423M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
2676
Lighthouse Financial Advisors
Maryland
$44K +$44K +359 New
WCM
2677
Wealthcare Capital Management
Virginia
$42K +$23.4K +189 +126%
SWM
2678
Selective Wealth Management
Virginia
$35K
BC
2679
Belmont Capital
California
$34K +$34K +275 New
HF
2680
Halpern Financial
Virginia
$31.2K +$31.2K +250 New
FA
2681
Fortis Advisors
Pennsylvania
$30K
LWS
2682
Lucia Wealth Services
California
$29K
IAS
2683
IMA Advisory Services
Colorado
$28K
CA
2684
Crewe Advisors
Utah
$28K +$3.17K +25 +13%
QCMC
2685
Quantum Capital Management (California)
California
$24K
1W
2686
1776 Wealth
Georgia
$24K +$24K +200 New
ICOM
2687
Investment Counselors of Maryland
Maryland
$21K
NG
2688
NWK Group
California
$20K +$20K +157 New
PW
2689
Price Wealth
Texas
$17K +$5.38K +44 +46%
TCM
2690
Tanaka Capital Management
New York
$14K
RFWA
2691
RPg Family Wealth Advisory
Massachusetts
$13.4K -$120K -963 -90%
GCM
2692
Gladius Capital Management
Illinois
$13K -$267K -2,116 -95%
BEI
2693
Benjamin Edwards Inc
Missouri
$13K -$1.42K -11 -10%
FA
2694
Financial Advantage
Maryland
$12K
DWA
2695
Dougherty Wealth Advisers
Minnesota
$12K
MWA
2696
Moser Wealth Advisors
Washington
$12K +$12K +100 New
LGWM
2697
Litman Gregory Wealth Management
California
$11K +$8.09K +64 +278%
BCM
2698
Bourgeon Capital Management
Connecticut
$10K
MFT
2699
Moisand Fitzgerald Tamayo
Florida
$8K
AS
2700
Altshuler Shaham
Israel
$8K +$1.46K +12 +22%