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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 %
MSFS
1301
Main Street Financial Solutions
Pennsylvania
$3.03M +$225K +1,661 +8%
UAS
1302
United Asset Strategies
New York
$3.02M -$92.8K -685 -3%
MCM
1303
Manchester Capital Management
Vermont
$3.02M -$7.45K -55 -0.2%
LA
1304
LVW Advisors
New York
$3M +$268K +1,981 +10%
SC
1305
Searle & Co
Connecticut
$2.99M – – –
TWP
1306
Total Wealth Planning
Ohio
$2.99M +$863K +6,370 +41%
PFO
1307
Pathstone Family Office
New Jersey
$2.99M +$2.37M +17,481 +381%
ECM
1308
Evergreen Capital Management
Washington
$2.98M +$602K +4,447 +25%
BAM
1309
Belpointe Asset Management
Nevada
$2.98M -$213K -1,569 -7%
GWM
1310
GSB Wealth Management
Connecticut
$2.98M +$1.88M +13,910 +172%
TMAM
1311
Tokio Marine Asset Management
Japan
$2.98M +$87.1K +643 +3%
FTA
1312
Financial & Tax Architects
Missouri
$2.97M +$2.97M +21,914 New
CASB
1313
Cape Ann Savings Bank
Massachusetts
$2.97M +$39.3K +290 +1%
FCCM
1314
First City Capital Management
Georgia
$2.96M -$5.02K -37 -0.2%
BCM
1315
Brookmont Capital Management
Texas
$2.96M -$6.5K -48 -0.2%
CAAS
1316
Capital Asset Advisory Services
Michigan
$2.96M +$323K +2,386 +12%
FFS
1317
Founders Financial Securities
Maryland
$2.95M +$488K +3,605 +20%
CCM
1318
Cinctive Capital Management
New York
$2.95M -$8.24M -60,880 -74%
UWPG
1319
Ullmann Wealth Partners Group
Florida
$2.95M – – –
TSWM
1320
Triangle Securities Wealth Management
North Carolina
$2.94M +$54.3K +401 +2%
MGIA
1321
Moneta Group Investment Advisors
Missouri
$2.92M +$1.91M +14,072 +187%
GP
1322
Girard Partners
Pennsylvania
$2.92M -$139K -1,030 -5%
CF
1323
Clarity Financial
Texas
$2.91M +$2.63M +19,388 +919%
TBNY
1324
Trustco Bank (New York)
New York
$2.91M -$35.9K -265 -1%
HIA
1325
Harbor Investment Advisory
Maryland
$2.91M +$67.7K +500 +2%
51 52
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