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Procter & Gamble

2,922 hedge funds and large institutions have $212B invested in Procter & Gamble in 2021 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 1,312 increasing their positions, 1,150 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,922
Holders Change
-27
Holders Change %
-0.92%
% of All Funds
51.45%
Holding in Top 10
239
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-20.6%
% of All Funds
4.21%
New
143
Increased
1,312
Reduced
1,150
Closed
138
Calls
$1.63B
Puts
$1.5B
Net Calls
+$123M
Net Calls Change
+$321M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
1026
Financial Advocates Investment Management
Washington
$4.77M -$183K -1,354 -4%
CICI
1027
Capital Investment Counsel Inc
North Carolina
$4.77M +$689K +5,090 +17%
PL
1028
Plancorp LLC
Missouri
$4.75M -$225K -1,665 -5%
ACM
1029
AlphaCrest Capital Management
New York
$4.73M +$1.63M +12,014 +52%
JWCA
1030
J.W. Cole Advisors
Florida
$4.73M +$656K +4,841 +16%
FMWA
1031
Forvis Mazars Wealth Advisors
Missouri
$4.73M -$818K -6,041 -15%
TFM
1032
TFC Financial Management
Massachusetts
$4.72M -$95.8K -707 -2%
HT
1033
Heritage Trust
Oklahoma
$4.71M +$91.8K +678 +2%
JGIA
1034
Jackson Grant Investment Advisers
Connecticut
$4.69M +$3.25K +24 +0.1%
LCP
1035
Legacy Capital Partners
Wisconsin
$4.68M +$9.48K +70 +0.2%
SFA
1036
Semmax Financial Advisors
North Carolina
$4.67M +$238K +1,755 +5%
JCM
1037
Jacobi Capital Management
Pennsylvania
$4.65M +$41.7K +308 +0.9%
DMC
1038
Drexel Morgan & Co
Pennsylvania
$4.65M
Wealth Enhancement Advisory Services
1039
Wealth Enhancement Advisory Services
Minnesota
$4.64M +$215K +1,577 +5%
SB
1040
Strategic Blueprint
Georgia
$4.62M +$1.72M +12,689 +59%
LBC
1041
Lawrence B. Cohen
$4.61M -$46.7K -345 -1%
MKA
1042
M. Kulyk & Associates
Georgia
$4.61M +$927K +6,843 +25%
CCC
1043
Chelsea Counsel Company
California
$4.6M -$14.1K -104 -0.3%
SIC
1044
Sigma Investment Counselors
Michigan
$4.6M +$66.1K +488 +1%
RIG
1045
Roosevelt Investment Group
New York
$4.58M -$3.12K -23 -0.1%
PA
1046
PFG Advisors
Arizona
$4.56M +$3.76M +27,775 +472%
FMTC
1047
Farmers & Merchants Trust Company
California
$4.55M +$2.13M +15,747 +88%
SFO
1048
Stokes Family Office
Louisiana
$4.54M +$39.1K +289 +0.9%
PP
1049
Patron Partners
Texas
$4.52M +$34.3K +253 +0.8%
HFM
1050
Hartford Financial Management
Connecticut
$4.5M +$55.4K +409 +1%