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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 %
CWM
1076
Circle Wealth Management
New Jersey
$4.22M +$19.7K +142 +0.5%
GI
1077
Gradient Investments
Minnesota
$4.2M +$511K +3,674 +14%
AUB
1078
Atlantic Union Bankshares
Virginia
$4.19M +$98.3K +707 +2%
SF
1079
Symphony Financial
Texas
$4.17M +$1.17M +8,423 +39%
MCP
1080
Martin Capital Partners
Oregon
$4.17M -$94.7K -681 -2%
EP
1081
Eudaimonia Partners
Tennessee
$4.17M -$253K -1,817 -6%
KWM
1082
Keebeck Wealth Management
Illinois
$4.16M -$53.9K -388 -1%
BCI
1083
Brinker Capital Investments
Pennsylvania
$4.16M +$4.16M +29,930 New
FNBOMD
1084
First National Bank of Mount Dora
Florida
$4.15M +$20.3K +146 +0.5%
CNFG
1085
Creegan & Nassoura Financial Group
New Hampshire
$4.13M -$67.1K -483 -2%
ATC
1086
Adirondack Trust Company
New York
$4.13M +$36.8K +265 +0.9%
WCM
1087
Whitener Capital Management
North Carolina
$4.12M +$14.2K +102 +0.3%
CCM
1088
Compton Capital Management
Rhode Island
$4.11M -$141K -1,015 -3%
IMOV
1089
Investment Management of Virginia
Virginia
$4.11M -$551K -3,965 -12%
SWM
1090
SeaCrest Wealth Management
New York
$4.1M +$45.6K +328 +1%
AF
1091
Advisornet Financial
Minnesota
$4.09M -$432K -3,110 -10%
EWM
1092
Endurance Wealth Management
Rhode Island
$4.09M +$838K +6,031 +26%
SFA
1093
Sequoia Financial Advisors
Ohio
$4.08M +$64.2K +462 +2%
AC
1094
Arjuna Capital
North Carolina
$4.07M -$268K -1,929 -6%
MIP
1095
Marietta Investment Partners
Wisconsin
$4.06M -$10.3K -74 -0.3%
MWM
1096
Meridian Wealth Management
Kentucky
$4.06M +$2.35M +16,935 +138%
DPIM
1097
Duff & Phelps Investment Management
Illinois
$4.05M – – –
DBT
1098
Dubuque Bank & Trust
Iowa
$4.05M -$414K -2,977 -9%
NHC
1099
Nicholas Hoffman & Company
Georgia
$4.05M +$82.4K +593 +2%
AWM
1100
Altavista Wealth Management
North Carolina
$4.04M -$180K -1,293 -4%
42 43
44
45 46