PG icon

Procter & Gamble
PG

Overview Fund Activity

2,486 hedge funds and large institutions have $198B invested in Procter & Gamble in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 900 increasing their positions, 1,190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,486
Holders Change
+35
Holders Change %
+1.43%
% of All Funds
54.6%
Holding in Top 10
394
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+35.86%
% of All Funds
8.65%
New
106
Increased
900
Reduced
1,190
Closed
56
Calls
$2.18B
Puts
$2.71B
Net Calls
-$536M
Net Calls Change
-$1.01B

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$465M
2
BlackRock
BlackRock
New York
+$443M
3
Invesco
Invesco
Georgia
+$364M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$8.83B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$401M
3
YAM
Yacktman Asset Management
Texas
-$388M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
5
Bank of America
Bank of America
North Carolina
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
1201
Biltmore Family Office
North Carolina
$3.07M – – –
CST
1202
Charles Schwab Trust
Nevada
$3.06M +$3.06M +24,731 New
NFG
1203
Next Financial Group
Texas
$3.05M +$121K +975 +4%
HI
1204
Hudock Inc
Pennsylvania
$3.04M -$249 -2 -0%
RFA
1205
Reilly Financial Advisors
California
$3.04M -$194K -1,558 -6%
CCM
1206
Chickasaw Capital Management
Tennessee
$3.04M -$48K -386 -2%
SFA
1207
Semmax Financial Advisors
North Carolina
$3.03M +$415K +3,333 +16%
TC
1208
Trilogy Capital
California
$3.02M -$98K -790 -3%
AWM
1209
Avior Wealth Management
Nebraska
$3.02M -$40.2K -328 -1%
UWPG
1210
Ullmann Wealth Partners Group
Florida
$3.02M – – –
BP
1211
BBR Partners
New York
$3.02M +$59K +474 +2%
MC
1212
Middleton & Co
Massachusetts
$3.01M -$21.8K -175 -0.7%
EDRH
1213
Edmond de Rothschild Holding
Switzerland
$3M -$606K -4,870 -17%
BCFS
1214
Butensky & Cohen Financial Security
Florida
$3M -$221K -1,774 -7%
PMFA
1215
Plante Moran Financial Advisors
Michigan
$2.99M -$49.9K -401 -2%
ACP
1216
Aviance Capital Partners
Florida
$2.99M -$335K -2,694 -10%
SXL
1217
Summit X LLC
Missouri
$2.99M -$41.8K -337 -1%
ICP
1218
Ironvine Capital Partners
Nebraska
$2.99M – – –
DA
1219
Dillon & Associates
Michigan
$2.99M +$19.8K +160 +0.7%
AW
1220
ACG Wealth
Georgia
$2.98M -$638K -5,127 -18%
WWM
1221
Western Wealth Management
Colorado
$2.98M -$221K -1,785 -7%
FCCM
1222
First City Capital Management
Georgia
$2.97M -$10.8K -87 -0.4%
DAC
1223
Dividend Assets Capital
South Carolina
$2.97M +$124 +1 +0%
PBO
1224
Peoples Bank (Ohio)
Ohio
$2.96M -$1.43M -11,510 -33%
CWM
1225
Calamos Wealth Management
Illinois
$2.96M +$78K +627 +3%
47 48
49
50 51