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Procter & Gamble
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Overview Fund Activity

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

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$556M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$378M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$365M
4
Parnassus Investments
Parnassus Investments
California
+$362M
5
Capital World Investors
Capital World Investors
California
+$354M

Top Sellers

1
State Street
State Street
Massachusetts
-$642M
2
Millennium Management
Millennium Management
New York
-$455M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$421M
4
Citadel Advisors
Citadel Advisors
Florida
-$371M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1101
EP Wealth Advisors
California
$4.12M +$335K +2,470 +9%
AAMA
1102
Advanced Asset Management Advisors
Ohio
$4.11M +$135 +1 +0%
BFG
1103
Beacon Financial Group
Texas
$4.11M – – –
CWM
1104
Circle Wealth Management
New Jersey
$4.11M +$8.4K +62 +0.2%
BP
1105
Ballentine Partners
Massachusetts
$4.11M -$207K -1,529 -5%
FPIS
1106
Financial Planning & Information Services
Wisconsin
$4.1M -$107K -791 -3%
NAM
1107
NorthCoast Asset Management
Connecticut
$4.1M +$995K +7,340 +32%
CPIA
1108
Cornell Pochily Investment Advisors
New York
$4.09M -$98K -724 -2%
SL
1109
Summitry LLC
California
$4.06M +$175K +1,295 +5%
BAS
1110
Brown Advisory Securities
Maryland
$4.05M -$154K -1,136 -4%
SWM
1111
SeaCrest Wealth Management
New York
$4.05M +$37.2K +275 +0.9%
NHC
1112
Nicholas Hoffman & Company
Georgia
$4.05M +$39.7K +293 +1%
BCM
1113
Bayesian Capital Management
New York
$4.04M +$2.14M +15,800 +113%
IC
1114
Investment Counsel
Michigan
$4.03M -$203K -1,500 -5%
EWM
1115
Endurance Wealth Management
Rhode Island
$4.03M +$4.74K +35 +0.1%
IMOV
1116
Investment Management of Virginia
Virginia
$4.03M +$17.7K +131 +0.4%
FBT
1117
First Bankers Trust
Kentucky
$4.03M -$559K -4,127 -12%
CIA
1118
Covington Investment Advisors
Pennsylvania
$4.03M +$99.1K +732 +3%
IF
1119
Insight Folios
North Carolina
$4.03M +$151K +1,117 +4%
WC
1120
Westhampton Capital
North Carolina
$4.02M -$108K -794 -3%
FCIM
1121
Fairview Capital Investment Management
California
$4M -$247K -1,827 -6%
RFM
1122
Royal Fund Management
Florida
$4M +$81K +598 +2%
PAM
1123
Pegasus Asset Management
New York
$4M +$324K +2,389 +9%
HS
1124
Horan Securities
United States
$3.99M +$65.8K +486 +2%
EM
1125
Excalibur Management
Massachusetts
$3.99M -$44K -325 -1%
43 44
45
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