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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
+$1.21B
2
Aristotle Capital Management
Aristotle Capital Management
California
+$814M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$479M
4
Bank of America
Bank of America
North Carolina
+$432M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$406M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$486M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$368M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$316M
5
State Street
State Street
Massachusetts
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
1051
Laurel Wealth Advisors (California)
California
$4.46M +$384K +2,766 +9%
SFA
1052
Semmax Financial Advisors
North Carolina
$4.46M +$58.9K +424 +1%
AWM
1053
Avitas Wealth Management
California
$4.46M +$80.2K +577 +2%
FAIM
1054
Financial Advocates Investment Management
Washington
$4.45M +$47.1K +339 +1%
PBC
1055
Pavion Blue Capital
California
$4.44M +$39.9K +296 +0.9%
GIA
1056
Granite Investment Advisors
New Hampshire
$4.41M +$106K +766 +2%
MWM
1057
Madison Wealth Management
Ohio
$4.4M -$430K -3,092 -9%
SAM
1058
Smithbridge Asset Management
Pennsylvania
$4.4M +$31.1K +224 +0.7%
TSW
1059
Thompson Siegel & Walmsley
Virginia
$4.4M -$59.6K -429 -1%
NAM
1060
North American Management
Massachusetts
$4.39M -$13.9K -100 -0.3%
IC
1061
Investment Counsel
Michigan
$4.39M -$13.9K -100 -0.3%
BL
1062
BFSG LLC
California
$4.39M -$54.5K -392 -1%
Cetera Investment Advisers
1063
Cetera Investment Advisers
Illinois
$4.38M -$202K -1,451 -4%
BWP
1064
BSW Wealth Partners
Colorado
$4.38M -$207K -1,490 -5%
AAMA
1065
Advanced Asset Management Advisors
Ohio
$4.36M +$139K +1,001 +3%
PPW
1066
Parcion Private Wealth
Washington
$4.36M +$1.59M +11,482 +57%
CRCM
1067
Crystal Rock Capital Management
Illinois
$4.35M – – –
VPIM
1068
Vanguard Personalized Indexing Management
California
$4.35M +$797K +5,737 +22%
CPIA
1069
Cornell Pochily Investment Advisors
New York
$4.34M -$79.8K -574 -2%
KLWA
1070
Kelly Lawrence W & Associates
California
$4.3M -$13.9K -100 -0.3%
IA
1071
IFP Advisors
Florida
$4.29M +$279K +2,006 +7%
EM
1072
Excalibur Management
Massachusetts
$4.28M -$191K -1,375 -4%
GP
1073
Girard Partners
Pennsylvania
$4.28M -$8.2K -59 -0.2%
BWM
1074
BerganKDV Wealth Management
Minnesota
$4.28M +$216K +1,553 +5%
BDWM
1075
Brewin Dolphin Wealth Management
Ireland
$4.24M +$645K +4,644 +18%
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