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Procter & Gamble
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Overview Fund Activity

2,667 hedge funds and large institutions have $176B invested in Procter & Gamble in 2020 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 1,028 increasing their positions, 1,244 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,667
Holders Change
-48
Holders Change %
-1.77%
% of All Funds
58.91%
Holding in Top 10
403
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+25.16%
% of All Funds
8.9%
New
129
Increased
1,028
Reduced
1,244
Closed
142
Calls
$1.52B
Puts
$1.24B
Net Calls
+$275M
Net Calls Change
+$388M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$813M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$644M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$497M
4
Franklin Resources
Franklin Resources
California
+$461M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$545M
2
CSIA
Charles Schwab Investment Advisory
California
-$419M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$402M
4
BlackRock
BlackRock
New York
-$401M
5
Barclays
Barclays
United Kingdom
-$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
1226
Mirabella Financial Services
United Kingdom
$2.62M -$1.78M -16,190 -40%
DI
1227
DAGCO Inc
Ohio
$2.61M -$20K -182 -0.8%
SAM
1228
Summit Asset Management
Tennessee
$2.61M +$2.97K +27 +0.1%
SEC
1229
Seven Eight Capital
New York
$2.6M -$5.05M -45,918 -66%
BP
1230
BBR Partners
New York
$2.59M -$179K -1,628 -6%
CT
1231
Chicago Trust
Illinois
$2.59M -$24.5K -223 -0.9%
ACP
1232
Aviance Capital Partners
Florida
$2.59M -$61.6K -560 -2%
BCM
1233
Barometer Capital Management
Ontario, Canada
$2.59M +$2.59M +23,700 New
HCA
1234
Heck Capital Advisors
Wisconsin
$2.58M – – –
AIC
1235
Ameritas Investment Company
Nebraska
$2.58M +$1M +8,932 +63%
RI
1236
Redwood Investments
Massachusetts
$2.58M -$1.32K -12 -0.1%
AWM
1237
Avior Wealth Management
Nebraska
$2.56M -$129K -1,188 -5%
EWM
1238
Endurance Wealth Management
Rhode Island
$2.56M +$71.5K +650 +3%
BCFS
1239
Butensky & Cohen Financial Security
Florida
$2.56M -$50.9K -463 -2%
CFMC
1240
Curbstone Financial Management Corp
New Hampshire
$2.55M -$232K -2,110 -8%
PWMAG
1241
Pinnacle Wealth Management Advisory Group
New Jersey
$2.54M +$100K +910 +4%
GI
1242
Gradient Investments
Minnesota
$2.54M +$270K +2,456 +12%
BCM
1243
Brooktree Capital Management
Michigan
$2.53M +$16.5K +150 +0.7%
PAMG
1244
Patton Albertson Miller Group
Tennessee
$2.53M -$381K -3,465 -13%
EWM
1245
Empirical Wealth Management
Washington
$2.53M +$746K +6,787 +42%
TC
1246
Telemus Capital
Michigan
$2.52M -$93.5K -806 -4%
AAMA
1247
Advanced Asset Management Advisors
Ohio
$2.52M +$22.4K +204 +0.9%
NFG
1248
Next Financial Group
Texas
$2.51M -$34.9K -317 -1%
RFM
1249
Royal Fund Management
Florida
$2.51M -$355K -3,232 -12%
GIM
1250
Guardian Investment Management
California
$2.51M -$76.5K -695 -3%
48 49
50
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