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Procter & Gamble

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
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
1726
Resonant Capital Advisors
Wisconsin
$1.5M +$144K +1,065 +11%
AWA
1727
Arete Wealth Advisors
Illinois
$1.5M +$98.2K +725 +7%
SIA
1728
Soltis Investment Advisors
Utah
$1.49M -$121K -892 -7%
DAM
1729
Diamant Asset Management
Connecticut
$1.49M
Members Trust
1730
Members Trust
Florida
$1.49M -$6.77K -50 -0.5%
PFGIA
1731
Patriot Financial Group Insurance Agency
Massachusetts
$1.48M +$49.6K +366 +3%
B
1732
Bridgeworth
Alabama
$1.48M -$42K -310 -3%
GLA
1733
Good Life Advisors
Pennsylvania
$1.48M +$82.1K +608 +6%
GHAM
1734
Gilman Hill Asset Management
Connecticut
$1.48M +$173K +1,277 +13%
WA
1735
Wambolt & Associates
Colorado
$1.47M +$50.1K +373 +4%
AC
1736
Apella Capital
Connecticut
$1.47M -$72.3K -534 -5%
SP
1737
Successful Portfolios
Florida
$1.45M
ACM
1738
Advisors Capital Management
New Jersey
$1.45M -$149K -1,102 -9%
ACS
1739
Archford Capital Strategies
Illinois
$1.44M -$1.3M -9,469 -47%
SDWIA
1740
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.44M +$33.3K +246 +2%
IP
1741
Isthmus Partners
Wisconsin
$1.44M
AA
1742
ALPS Advisors
Colorado
$1.44M -$119K -875 -8%
EM
1743
ELCO Management
New York
$1.43M +$11K +81 +0.8%
BI
1744
Ballast Inc
Kentucky
$1.43M +$148K +1,094 +12%
DPI
1745
Diversified Portfolios Inc
Michigan
$1.43M +$413K +3,053 +41%
QSS
1746
Quantitative Systematic Strategies
Florida
$1.43M +$1.43M +10,553 New
NFP
1747
Novak Financial Planning
Maryland
$1.43M -$1.04M -7,665 -42%
WWM
1748
Windsor Wealth Management
Indiana
$1.43M -$57.7K -426 -4%
AIM
1749
Avity Investment Management
Connecticut
$1.43M -$23.4K -173 -2%
CWM
1750
Chronos Wealth Management
Florida
$1.42M +$27.1K +200 +2%