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Procter & Gamble
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Overview Fund Activity

2,722 hedge funds and large institutions have $222B invested in Procter & Gamble in 2020 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 1,026 increasing their positions, 1,226 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,722
Holders Change
+34
Holders Change %
+1.26%
% of All Funds
55.07%
Holding in Top 10
396
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+17.16%
% of All Funds
8.01%
New
131
Increased
1,026
Reduced
1,226
Closed
65
Calls
$2.41B
Puts
$1.78B
Net Calls
+$625M
Net Calls Change
+$181M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$7.38B
2
Aristotle Capital Management
Aristotle Capital Management
California
$814M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.19B
4
Bank of America
Bank of America
North Carolina
$4.01B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.68B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.37B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$674M
3
Vanguard Group
Vanguard Group
Pennsylvania
$30.6B
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.7B
5
State Street
State Street
Massachusetts
$15.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
2701
Moser Wealth Advisors
Washington
$14K – – –
KCM
2702
Kathmere Capital Management
Pennsylvania
$14K +$14K +100 New
AIA
2703
Arcadia Investment Advisors
Idaho
$13.9K +$13.9K +100 New
NIM
2704
NuWave Investment Management
New Jersey
$10K -$151K -1,075 -94%
UFF
2705
USA Financial Formulas
Michigan
$9K -$3.05K -22 -25%
RIA
2706
RPG Investment Advisory
California
$7K -$2.24K -16 -24%
Simplex Trading
2707
Simplex Trading
Illinois
$7K +$7K +55 New
TWP
2708
TFO Wealth Partners
Ohio
$6K -$7.04K -54 -54%
OAJ
2709
Ogorek Anthony Joseph
New York
$6K – – –
LGWM
2710
Litman Gregory Wealth Management
California
$6K +$6K +41 New
Koshinski Asset Management
2711
Koshinski Asset Management
Illinois
$4.53K -$46 -315 -1%
TJHA
2712
Thomas J. Herzfeld Advisors
Florida
$4K – – –
RCC
2713
Red Cedar Capital
Nebraska
$4K – – –
LAS
2714
Lloyd Advisory Services
Georgia
$4K +$1.24K +9 +45%
YAL
2715
Your Advocates Ltd
Texas
$3K – – –
IFA
2716
Interactive Financial Advisors
Illinois
$3K – – –
LWA
2717
Lowe Wealth Advisors
Maryland
$3K – – –
F
2718
F3Logic
Minnesota
$2.88K -$767 -5,515 -21%
TFA
2719
Transamerica Financial Advisors
Florida
$2K -$451K -1,804 -100%
CCM
2720
Copeland Capital Management
Pennsylvania
$2K – – –
SSW
2721
Smith Shellnut Wilson
Mississippi
$1.37K -$36 -260 -3%
FCA
2722
FinTrust Capital Advisors
South Carolina
$1.06K -$176 -1,263 -14%
CPA
2723
Clear Perspective Advisors
Illinois
$1.05K -$4 -25 -0.3%
PCS
2724
Personal CFO Solutions
New Jersey
$1K +$131 +927 +15%
BHB
2725
Bank Hapoalim BM
Israel
$617 -$19 -140 -3%
107 108
109
110 111