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Procter & Gamble
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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 %
IDBONY
1676
Israel Discount Bank of New York
New York
$1.2M -$377K -3,030 -24%
OC
1677
Oakworth Capital
Alabama
$1.2M -$282K -2,270 -19%
KWA
1678
KCS Wealth Advisory
California
$1.2M +$5.85K +47 +0.5%
BW
1679
Bison Wealth
Georgia
$1.2M -$40.4K -325 -3%
SWMG
1680
Strategic Wealth Management Group
Maryland
$1.19M +$19.4K +156 +2%
MAM
1681
Morse Asset Management
Connecticut
$1.19M -$1.62K -13 -0.1%
FIM
1682
Frontier Investment Management
Texas
$1.19M +$272K +2,187 +30%
NEPWA
1683
New England Private Wealth Advisors
Massachusetts
$1.19M +$373 +3 +0%
FANJ
1684
Financial Architects (New Jersey)
New Jersey
$1.19M -$48K -386 -4%
KA
1685
KLCM Advisors
Wisconsin
$1.19M +$1.12K +9 +0.1%
BC
1686
Burleson & Co
California
$1.19M +$42.4K +345 +4%
SMG
1687
Spectrum Management Group
Indiana
$1.18M – – –
RG
1688
Renaissance Group
Kentucky
$1.17M -$87.3K -702 -7%
WA
1689
WealthTrust Axiom
Pennsylvania
$1.17M – – –
JHCP
1690
Jackson Hole Capital Partners
Oklahoma
$1.17M -$9.21K -74 -0.8%
BWM
1691
Baystate Wealth Management
Massachusetts
$1.17M +$97.3K +782 +9%
MIAS
1692
Mason Investment Advisory Services
Virginia
$1.16M – – –
MFG
1693
Magnus Financial Group
New York
$1.16M +$14.9K +120 +1%
OIWM
1694
OptiFour Integrated Wealth Management
Virginia
$1.15M -$48.4K -389 -4%
GWS
1695
Glassman Wealth Services
Virginia
$1.15M +$13.9K +112 +1%
BI
1696
Ballast Inc
Kentucky
$1.15M -$44.3K -356 -4%
WP
1697
WealthPLAN Partners
Nebraska
$1.15M +$134K +1,110 +13%
TWM
1698
Titus Wealth Management
California
$1.14M +$18.2K +146 +2%
CNAM
1699
Campbell Newman Asset Management
Wisconsin
$1.14M – – –
PI
1700
PFS Investments
Georgia
$1.14M +$570K +4,584 +100%
66 67
68
69 70